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
235
Number of overlapping holdings
82.2%
% of VGT's 314 holdings also in IGM
89.7%
% of IGM's 283 holdings also in VGT
Overlap by Weight
Sector Drift (VGT minus IGM)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in VGT |
Weight in IGM |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 14.5% | 8.9% | 8.9% |
|
APPLE INC | 17.3% | 8.6% | 8.6% |
|
NVIDIA CORP | 14.4% | 8.0% | 8.0% |
|
BROADCOM INC. | 4.3% | 4.3% | 4.3% |
|
SALESFORCE.COM INC | 1.8% | 2.2% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
VGT Overweight Relative to IGM
|
APPLE INC | 8.7% |
|
NVIDIA CORP | 6.4% |
|
MICROSOFT CORP | 5.6% |
|
JFROG LTD. | 0.1% |
|
INTERDIGITAL INC | 0.1% |
|
VERISIGN INC | 0.1% |
|
SANMINA CORP | 0.1% |
|
UNITY SOFTWARE, INC. | 0.1% |
|
ACI WORLDWIDE INC | 0.1% |
|
BOX, INC. CLASS A | 0.1% |
VGT Underweight Relative to IGM
|
META PLATFORMS INC | -7.8% |
|
ALPHABET INC. CLASS A | -4.7% |
|
ALPHABET INC. CLASS C | -3.8% |
|
NETFLIX INC | -3.8% |
 |
SHOPIFY, INC. CLASS A | -0.9% |
|
SALESFORCE.COM INC | -0.4% |
|
CISCO SYSTEMS INC | -0.3% |
|
INTL BUSINESS MACHINES CORP | -0.3% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -0.3% |
|
ELECTRONIC ARTS INC | -0.3% |