Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
21.7%
% of IGPT's 92 holdings also in GGME
27.0%
% of GGME's 75 holdings also in IGPT
Overlap by Weight
Sector Drift (IGPT minus GGME)
Overlapping Holdings
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| Company | Weight in IGPT |
Weight in GGME |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 7.7% | 7.4% | 7.4% |
|
META PLATFORMS INC | 7.5% | 7.2% | 7.2% |
|
QUALCOMM INC | 4.4% | 7.4% | 4.4% |
|
ADOBE SYSTEMS INC | 6.3% | 4.4% | 4.4% |
|
ADVANCED MICRO DEVICES | 5.8% | 4.2% | 4.2% |
Position Highlights (Non-Overlapping Exposures)
IGPT Overweight Relative to GGME
|
ALPHABET INC. CLASS A | 8.2% |
|
INTUITIVE SURGICAL INC | 7.0% |
 |
KEYENCE CORP | 3.5% |
|
EQUINIX INC | 3.2% |
|
MICRON TECHNOLOGY INC | 3.2% |
|
INTEL CORP | 3.2% |
|
MICROSTRATEGY INC-CL A | 3.1% |
|
CADENCE DESIGN SYS INC | 2.6% |
 |
HYNIX SEMICONDUCTOR INC | 2.6% |
|
SNOWFLAKE, INC. CLASS A | 2.0% |
IGPT Underweight Relative to GGME
|
NETFLIX INC | -9.2% |
|
APPLE INC | -7.9% |
|
SPOTIFY TECHNOLOGY SA | -5.1% |
|
NINTENDO CO LTD | -5.0% |
 |
MEDIATEK INC | -4.2% |
 |
XIAOMI CORP. CLASS B | -3.3% |
|
QUALCOMM INC | -3.0% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -2.2% |
|
ROBLOX CORP. CLASS A | -2.2% |
|
CLOUDFLARE INC CLASS A | -2.1% |