CIBR vs IGM overlap - what they share and where they differ

CIBR and IGM share 18.6% of their weight across 32 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

CIBR and IGM

18.6%

32 shared positions

CIBR

First Trust Nasdaq Cybersecurity ETF

Reported positions cover 100% of the fund, 42 positions · Jun 30, 2026

Top 10: 58.1%·Holdings of CIBR

IGM

iShares Expanded Tech Sector ETF

Reported positions cover 100% of the fund, 273 positions · Jun 30, 2026

Top 10: 58.1%·Holdings of IGM

Reported positions cover CIBR 100%, IGM 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

IGM vs CIBR side by side

CIBRFirst Trust Nasdaq Cybersecurity ETF

42

stock positions reported to the SEC

12.6% of its weight is in 10 names IGM does not hold

IGMiShares Expanded Tech Sector ETF

273

stock positions reported to the SEC

68.5% of its weight is in 241 names CIBR does not hold

Where each fund's weight sits

CIBR
IGM
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
95.3%
94.8%
Communication Services
0.3%
1.4%
Healthcare
0.2%
1.2%
Industrials
1.1%
0.0%
Basic Materials
0.0%
1.0%
Consumer Cyclical
0.0%
0.6%

The widest gap is Industrials: CIBR has 1.1 points more of it.

The figures side by side

CIBRIGM
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported42273
Weight of the ten largest58.1%58.1%
Largest positionPANW 9.6%GOOGL 8.0%
Held alone10 positions, 12.6%241 positions, 68.5%
Covered by stock positions100%100%

Holdings they share

StockIn CIBRIn IGMCounted
AVGOBROADCOM INC6.72%7.60%6.72%
CSCOCISCO SYSTEMS INC7.75%2.02%2.02%
GOOGLALPHABET INC1.87%7.98%1.87%
MSFTMICROSOFT CORP1.65%7.49%1.65%
PANWPALO ALTO NETWORKS INC9.62%1.20%1.20%
IBMINTERNATIONAL BUSINESS MACHINES CORP1.88%1.15%1.15%
CRWDCROWDSTRIKE HOLDINGS INC8.29%0.85%0.85%
ANETARISTA NETWORKS INC2.12%0.76%0.76%
FTNTFORTINET INC8.85%0.42%0.42%
DDOGDATADOG INC2.09%0.38%0.38%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in CIBR

FROGJFROG LTD2.18%
CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD2.14%
THALES SA1.83%
INFYINFOSYS LTD1.65%
LDOSLEIDOS HOLDINGS INC1.60%
BAHBOOZ ALLEN HAMILTON HOLDING CORP1.12%
TREND MICRO INC0.97%
SAICSCIENCE APPLICATIONS INTERNATIONAL CORP0.83%
RDWRRADWARE LTD0.16%
ATOSATOS GROUP SE0.15%

Only in IGM

NVDANVIDIA Corp.7.96%
AAPLApple, Inc.7.91%
MUMicron Technology, Inc.5.46%
METAMeta Platforms, Inc.4.16%
AMDAdvanced Micro Devices, Inc.4.13%
INTCIntel Corp.2.87%
AMATApplied Materials, Inc.2.50%
LRCXLam Research Corp.2.36%
KLACKLA Corp.1.72%
SNDKSandisk Corp.1.47%

Questions people ask

Is CIBR the same as IGM?

18.6% of their weight sits in the same 32 holdings. CIBR also reports FROG, CHKP, THALES SA, which the other does not. IGM also reports NVDA, AAPL, MU, which the other does not.

How is the overlap between CIBR and IGM measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of CIBR and 100% of IGM, so the number cannot exceed the smaller coverage.

Which holds more, IGM or CIBR?

CIBR reports 42 stock positions and IGM reports 273. 12.6% of CIBR's weight sits in names IGM does not hold, and 68.5% of IGM's weight in names CIBR does not hold. The ten largest positions are 58.1% of CIBR and 58.1% of IGM.

How do CIBR and IGM differ by sector?

The widest gap is Industrials: CIBR has 1.1 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.