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

FXL and IGM share 28.1% of their weight across 82 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.

FXL and IGM

28.1%

82 shared positions

FXL

First Trust Technology AlphaDEX Fund

Reported positions cover 100% of the fund, 103 positions · Apr 30, 2026

Top 10: 19.6%·Holdings of FXL

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 FXL 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 FXL side by side

FXLFirst Trust Technology AlphaDEX Fund

103

stock positions reported to the SEC

22.4% of its weight is in 21 names IGM does not hold

IGMiShares Expanded Tech Sector ETF

273

stock positions reported to the SEC

27.0% of its weight is in 191 names FXL does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
85.3%
94.8%
Consumer Cyclical
6.5%
0.6%
Healthcare
2.7%
1.2%
Industrials
1.5%
0.0%
Communication Services
0.0%
1.4%
Real Estate
1.2%
0.0%

The widest gap is Technology: IGM has 9.6 points more of it.

The figures side by side

FXLIGM
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported103273
Weight of the ten largest19.6%58.1%
Largest positionMRVL 2.4%GOOGL 8.0%
Held alone21 positions, 22.4%191 positions, 27.0%
Covered by stock positions100%100%

Holdings they share

StockIn FXLIn IGMCounted
MUMICRON TECHNOLOGY INC2.19%5.46%2.19%
AMDADVANCED MICRO DEVICES INC1.90%4.13%1.90%
LRCXLAM RESEARCH CORP1.73%2.36%1.73%
KLACKLA CORP1.70%1.72%1.70%
AMATAPPLIED MATERIALS INC1.26%2.50%1.26%
TXNTEXAS INSTRUMENTS INC1.24%1.18%1.18%
GOOGLALPHABET INC1.15%7.98%1.15%
MRVLMARVELL TECHNOLOGY INC2.39%1.14%1.14%
NVDANVIDIA CORP0.98%7.96%0.98%
APHAMPHENOL CORP1.27%0.95%0.95%

What each holds alone

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

Only in FXL

VRTVERTIV HOLDINGS COMPANY1.88%
CLVTCLARIVATE PLC1.63%
GFSGLOBALFOUNDRIES INC1.59%
KBRKBR INC1.46%
SAICSCIENCE APPLICATIONS INTERNATIONAL CORP1.46%
INGMINGRAM MICRO HOLDING CORP1.44%
DOXAMDOCS LTD1.42%
GLOBGLOBANT SA1.28%
DVDOUBLEVERIFY HOLDINGS INC1.27%
GTMZOOMINFO TECHNOLOGIES INC1.14%

Only in IGM

MSFTMicrosoft Corp.7.49%
CSCOCisco Systems, Inc.2.02%
SNDKSandisk Corp.1.47%
NFLXNetflix, Inc.1.31%
ORCLOracle Corp.1.08%
STXSeagate Technology Holdings plc0.94%
GLWCorning, Inc.0.87%
ANETArista Networks, Inc.0.76%
SHOPShopify, Inc.0.61%
NOWServiceNow, Inc.0.45%

Questions people ask

Is FXL the same as IGM?

28.1% of their weight sits in the same 82 holdings. FXL also reports VRT, CLVT, GFS, which the other does not. IGM also reports MSFT, CSCO, SNDK, which the other does not.

How is the overlap between FXL 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 FXL and 100% of IGM, so the number cannot exceed the smaller coverage.

Which holds more, IGM or FXL?

FXL reports 103 stock positions and IGM reports 273. 22.4% of FXL's weight sits in names IGM does not hold, and 27.0% of IGM's weight in names FXL does not hold. The ten largest positions are 19.6% of FXL and 58.1% of IGM.

How do FXL and IGM differ by sector?

The widest gap is Technology: IGM has 9.6 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.