IGM vs SKYY overlap - what they share and where they differ
IGM and SKYY share 19.7% of their weight across 48 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 SKYY
19.7%
48 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
SKYY
First Trust Cloud Computing ETF
Reported positions cover 100% of the fund, 63 positions · Jun 30, 2026
Top 10: 36.2%·Holdings of SKYY
Reported positions cover IGM 100%, SKYY 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
SKYY vs IGM side by side
IGMiShares Expanded Tech Sector ETF
273
stock positions reported to the SEC
71.1% of its weight is in 225 names SKYY does not hold
SKYYFirst Trust Cloud Computing ETF
63
stock positions reported to the SEC
15.3% of its weight is in 15 names IGM does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Consumer Cyclical: SKYY has 2.9 points more of it.
The figures side by side
| IGM | SKYY | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 273 | 63 |
| Weight of the ten largest | 58.1% | 36.2% |
| Largest position | GOOGL 8.0% | ANET 4.2% |
| Held alone | 225 positions, 71.1% | 15 positions, 15.3% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IGM | In SKYY | Counted |
|---|---|---|---|
| GOOGLAlphabet, Inc. | 7.98% | 3.68% | 3.68% |
| MSFTMicrosoft Corp. | 7.49% | 3.25% | 3.25% |
| CSCOCisco Systems, Inc. | 2.02% | 2.55% | 2.02% |
| IBMInternational Business Machines Corp. | 1.15% | 3.70% | 1.15% |
| ORCLOracle Corp. | 1.08% | 2.55% | 1.08% |
| PANWPalo Alto Networks, Inc. | 1.20% | 0.79% | 0.79% |
| ANETArista Networks, Inc. | 0.76% | 4.18% | 0.76% |
| CRWDCrowdstrike Holdings, Inc. | 0.85% | 0.68% | 0.68% |
| SHOPShopify, Inc. | 0.61% | 1.89% | 0.61% |
| APPAppLovin Corp. | 0.60% | 1.65% | 0.60% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IGM
Only in SKYY
Questions people ask
Is IGM the same as SKYY?
19.7% of their weight sits in the same 48 holdings. IGM also reports NVDA, AAPL, AVGO, which the other does not. SKYY also reports AMZN, LUMN, NTSK, which the other does not.
How is the overlap between IGM and SKYY 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 SKYY, so the number cannot exceed the smaller coverage.
Which holds more, SKYY or IGM?
IGM reports 273 stock positions and SKYY reports 63. 71.1% of IGM's weight sits in names SKYY does not hold, and 15.3% of SKYY's weight in names IGM does not hold. The ten largest positions are 58.1% of IGM and 36.2% of SKYY.
How do IGM and SKYY differ by sector?
The widest gap is Consumer Cyclical: SKYY has 2.9 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.
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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.