Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
92
# OF OVERLAPPING
HOLDINGS
IGM
287
HOLDINGS
34%
ALSO IN TRFM
TRFM
245
HOLDINGS
38%
ALSO IN IGM
SECTOR DRIFT (IGM minus TRFM)
OVERLAPPING HOLDINGS
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| Company | Weight in IGM |
Weight in TRFM |
Overlap | |
|---|---|---|---|---|
 |
ADVANCED MICRO DEVICES | 3.6% | 1.3% | 1.3% |
|
MICRON TECHNOLOGY INC | 4.5% | 1.3% | 1.3% |
|
MARVELL TECHNOLOGY, INC. | 1.1% | 1.4% | 1.1% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 0.9% | 1.1% | 0.9% |
|
LAM RESEARCH CORP | 1.8% | 0.8% | 0.8% |
IGM Overweight Relative to TRFM
|
APPLE INC | 6.9% |
|
BROADCOM INC. | 6.6% |
|
NVIDIA CORP | 6.4% |
|
MICROSOFT CORP | 6.0% |
|
ALPHABET INC. CLASS A | 3.6% |
|
ALPHABET INC. CLASS C | 3.4% |
|
MICRON TECHNOLOGY INC | 3.3% |
|
META PLATFORMS INC | 2.6% |
|
CISCO SYSTEMS INC | 2.2% |
|
ADVANCED MICRO DEVICES | 2.2% |
IGM Underweight Relative to TRFM
|
SANDISK CORP | -1.4% |
|
BLOOM ENERGY CORPORATION CLASS A | -0.9% |
 |
ARM HOLDINGS PLC | -0.9% |
|
COHERENT INC | -0.8% |
|
LUMENTUM HOLDINGS INC | -0.7% |
|
DELL TECHNOLOGIES INC CLASS C | -0.7% |
 |
INFINEON TECHNOLOGIES-ADR | -0.7% |
|
GE VERONA | -0.6% |
|
AMAZON.COM INC | -0.6% |
|
VERTIV HOLDINGS CO. CLASS A | -0.6% |