Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
34%
OVERLAP
BY WEIGHT
41
# OF OVERLAPPING
HOLDINGS
IGM
287
HOLDINGS
15%
ALSO IN YNOT
YNOT
100
HOLDINGS
41%
ALSO IN IGM
SECTOR DRIFT (IGM minus YNOT)
OVERLAPPING HOLDINGS
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| Company | Weight in IGM |
Weight in YNOT |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 7.9% | 6.1% | 6.1% |
|
ADVANCED MICRO DEVICES | 3.8% | 3.9% | 3.8% |
|
ALPHABET INC. CLASS C | 3.3% | 3.1% | 3.1% |
|
BROADCOM INC. | 6.8% | 1.7% | 1.7% |
|
APPLIED MATERIALS INC | 1.4% | 1.5% | 1.4% |
IGM Overweight Relative to YNOT
|
APPLE INC | 9.4% |
|
MICROSOFT CORP | 9.1% |
|
BROADCOM INC. | 5.2% |
|
META PLATFORMS INC | 4.3% |
|
ALPHABET INC. CLASS A | 4.0% |
|
MICRON TECHNOLOGY INC | 2.9% |
|
NVIDIA CORP | 1.8% |
|
TEXAS INSTRUMENTS INC | 1.3% |
|
NETFLIX INC | 1.2% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.1% |
IGM Underweight Relative to YNOT
|
ISHARES MSCI TAIWAN ETF | -8.7% |
|
TESLA MOTORS INC | -4.6% |
|
ISHARES MSCI SOUTH KOREA ETF | -2.8% |
|
AMAZON.COM INC | -2.6% |
|
JACOBS SOLUTIONS INC. | -2.3% |
 |
ASML HOLDING NV-NY REG SHS | -2.1% |
|
SANDISK CORP | -2.0% |
|
GEN DIGITAL INC | -2.0% |
|
MCKESSON CORP | -1.5% |
|
CATERPILLAR INC | -1.4% |