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

IGM and IWY share 62.8% of their weight across 34 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.

IGM and IWY

62.8%

34 shared positions

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

IWY

iShares Russell Top 200 Growth ETF

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

Top 10: 62.8%·Holdings of IWY

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

IWY vs IGM side by side

IGMiShares Expanded Tech Sector ETF

273

stock positions reported to the SEC

22.8% of its weight is in 239 names IWY does not hold

IWYiShares Russell Top 200 Growth ETF

100

stock positions reported to the SEC

27.3% of its weight is in 66 names IGM does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
94.8%
76.5%
Consumer Cyclical
0.6%
8.4%
Healthcare
1.2%
4.8%
Financial Services
0.0%
4.3%
Industrials
0.0%
1.8%
Communication Services
1.4%
0.0%

The widest gap is Technology: IGM has 18.3 points more of it.

The figures side by side

IGMIWY
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported273100
Weight of the ten largest58.1%62.8%
Largest positionGOOGL 8.0%NVDA 14.2%
Held alone239 positions, 22.8%66 positions, 27.3%
Covered by stock positions100%100%

Holdings they share

StockIn IGMIn IWYCounted
GOOGLAlphabet, Inc.7.98%11.51%7.98%
NVDANVIDIA Corp.7.96%14.16%7.96%
AAPLApple, Inc.7.91%7.14%7.14%
AVGOBroadcom, Inc.7.60%5.64%5.64%
MUMicron Technology, Inc.5.46%4.87%4.87%
MSFTMicrosoft Corp.7.49%4.56%4.56%
METAMeta Platforms, Inc.4.16%3.68%3.68%
AMDAdvanced Micro Devices, Inc.4.13%3.25%3.25%
AMATApplied Materials, Inc.2.50%1.97%1.97%
LRCXLam Research Corp.2.36%1.86%1.86%

What each holds alone

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

Only in IGM

INTCIntel Corp.2.87%
CSCOCisco Systems, Inc.2.02%
IBMInternational Business Machines Corp.1.15%
STXSeagate Technology Holdings plc0.94%
QCOMQUALCOMM, Inc.0.85%
SHOPShopify, Inc.0.61%
CRMSalesforce, Inc.0.56%
DDOGDatadog, Inc.0.38%
SNOWSnowflake, Inc.0.38%
SNPSSynopsys, Inc.0.37%

Only in IWY

TSLATESLA INC4.59%
LLYELI LILLY & COMPANY3.35%
VVISA INC1.95%
CATCATERPILLAR INC1.67%
MAMASTERCARD INC1.43%
GEGE AEROSPACE1.33%
GEVGE VERNOVA INC1.09%
HDHOME DEPOT INC (THE)0.90%
AMZNAMAZON.COM INC0.67%
COSTCOSTCO WHOLESALE CORP0.63%

Questions people ask

Is IGM the same as IWY?

62.8% of their weight sits in the same 34 holdings. IGM also reports INTC, CSCO, IBM, which the other does not. IWY also reports TSLA, LLY, V, which the other does not.

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

Which holds more, IWY or IGM?

IGM reports 273 stock positions and IWY reports 100. 22.8% of IGM's weight sits in names IWY does not hold, and 27.3% of IWY's weight in names IGM does not hold. The ten largest positions are 58.1% of IGM and 62.8% of IWY.

How do IGM and IWY differ by sector?

The widest gap is Technology: IGM has 18.3 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.

Other pairs with these funds

IWY against other funds in the table

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.