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
OVERLAP
36%
OVERLAP
BY WEIGHT
33
# OF OVERLAPPING
HOLDINGS
IGM
277
HOLDINGS
13%
ALSO IN DRUP
DRUP
50
HOLDINGS
66%
ALSO IN IGM
SECTOR DRIFT (IGM minus DRUP)
OVERLAPPING HOLDINGS
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| Company | Weight in IGM |
Weight in DRUP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.6% | 9.2% | 7.6% |
|
ALPHABET INC. CLASS A | 5.8% | 4.9% | 4.9% |
|
BROADCOM INC. | 8.3% | 4.8% | 4.8% |
|
META PLATFORMS INC | 3.7% | 6.8% | 3.7% |
|
SALESFORCE.COM INC | 1.5% | 3.5% | 1.5% |
IGM Overweight Relative to DRUP
|
APPLE INC | 9.6% |
|
NVIDIA CORP | 8.1% |
|
ALPHABET INC. CLASS C | 4.7% |
|
BROADCOM INC. | 3.5% |
|
NETFLIX INC | 2.6% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.5% |
|
ORACLE CORP | 2.2% |
|
ADVANCED MICRO DEVICES | 2.1% |
|
CISCO SYSTEMS INC | 1.9% |
|
INTL BUSINESS MACHINES CORP | 1.7% |
IGM Underweight Relative to DRUP
|
JOHNSON & JOHNSON | -3.5% |
|
META PLATFORMS INC | -3.1% |
|
DANAHER CORP | -2.6% |
|
INTUITIVE SURGICAL INC | -2.4% |
|
SALESFORCE.COM INC | -2.0% |
|
VERTEX PHARMACEUTICALS INC | -2.0% |
|
REGENERON PHARMACEUTICALS | -1.9% |
|
ADOBE SYSTEMS INC | -1.8% |
|
MICROSOFT CORP | -1.7% |
|
QUALCOMM INC | -1.6% |