Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


For overlap across multiple ETFs use Portfolio Builder   

29

Number of overlapping holdings

11.1%

% of IGM's 283 holdings also in USRD

59.2%

% of USRD's 50 holdings also in IGM

Overlap by Weight
Sector Drift (IGM minus USRD)
Overlapping Holdings

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Company Weight
in IGM
Weight
in USRD
Overlap
MICROSOFT CORP 8.9% 2.1% 2.1%
CISCO SYSTEMS INC 2.0% 2.2% 2.0%
INTL BUSINESS MACHINES CORP 2.0% 2.2% 2.0%
BROADCOM INC. 4.3% 1.8% 1.8%
ORACLE CORP 1.9% 1.8% 1.8%

Position Highlights (Non-Overlapping Exposures)
IGM Overweight Relative to USRD
APPLE INC 8.6%
NVIDIA CORP 8.0%
MICROSOFT CORP 6.8%
META PLATFORMS INC 6.0%
ALPHABET INC. CLASS C 3.8%
NETFLIX INC 3.8%
ALPHABET INC. CLASS A 2.9%
BROADCOM INC. 2.5%
SALESFORCE.COM INC 2.2%
PALANTIR TECHNOLOGIES INC. CLASS A 1.7%
IGM Underweight Relative to USRD
ELECTRONIC ARTS INC -2.5%
JOHNSON & JOHNSON -2.5%
COSTAR GROUP INC -2.5%
MERCADOLIBRE INC -2.4%
SAIC INC -2.4%
ELI LILLY & CO -2.4%
EDWARDS LIFESCIENCES CORP -2.4%
VEEVA SYSTEMS INC-CLASS A -2.2%
BOSTON SCIENTIFIC CORP -2.2%
CARRIER GLOBAL CORP. -2.2%
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