IGM vs ESGU: Holdings Overlap
IGMiShares Expanded Tech Sector ETF
iShares · 288 holdings · $10.7B · as of 2026-03-31
ESGUiShares ESG Aware MSCI USA ETF
iShares · 287 holdings · $18.3B · as of 2026-05-31
Holdings snapshots are 61 days apart (IGM: 2026-03-31, ESGU: 2026-05-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IGM and ESGU?
iShares Expanded Tech Sector ETF (IGM, by iShares) holds 288 positions; iShares ESG Aware MSCI USA ETF (ESGU, by iShares) holds 287. They have 61 holdings in common, and by portfolio weight the two funds are 46.4% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 46.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 61IGM holds 288 · ESGU holds 287
- Weight in Shared Holdings
- IGM 88%·ESGU 48%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IGM
227 of 288 positions (12.2% of the fund) are not held by ESGU. Showing the top 30 by weight.
Sector Breakdown
| Sector | IGM | ESGU |
|---|---|---|
| Information Technology | 82.6% | 38.9% |
| Communication Services | 17.1% | 9.8% |
| Financials | 0.0% | 11.4% |
| Consumer Discretionary | 0.0% | 9.2% |
| Industrials | 0.0% | 8.9% |
| Other Sectors | 0.0% | 21.7% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IGM | +4.5% | +26.9% | +40.7% | +35.3% | +19.1% | +23.9% | 0.13% |
| ESGU | +3.3% | +14.3% | +23.8% | +20.9% | +12.2% | — | 0.90% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IGM vs ESGU →
Shared Holdings(61)
The top 10 shared positions account for 72% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp. COM | 8.44% | 7.77% | 7.77% |
|---|---|---|---|
 AAPLApple Inc. COM | 8.76% | 6.83% | 6.83% |
 MSFTMicrosoft Corp. COM | 8.23% | 4.73% | 4.73% |
 GOOGAlphabet Inc. CAP STK CL C | 3.73% | 4.72% | 3.73% |
 AVGOBroadcom Inc COM | 8.16% | 3.07% | 3.07% |
 METAMeta Platforms, Inc., Class A | 4.17% | 1.94% | 1.94% |
 MUMicron Technology Inc. COM | 2.51% | 1.66% | 1.66% |
 AMDAdvanced Micro Devices Inc. COM | 2.19% | 1.33% | 1.33% |
 GOOGLAlphabet Inc. CAP STK CL A | 4.65% | 1.33% | 1.33% |
 INTCIntel Corporation COM | 1.37% | 0.85% | 0.85% |
 CSCOCisco Systems, Inc. COM | 2.02% | 0.75% | 0.75% |
 AMATApplied Materials Inc. COM | 1.79% | 0.72% | 0.72% |
 LRCXLam Research Corporation COM NEW | 1.76% | 0.71% | 0.71% |
 ORCLOracle Corp. COM | 1.65% | 0.58% | 0.58% |
 PANWPalo Alto Networks Inc COM | 0.85% | 0.54% | 0.54% |
 IBMInternational Business Machines Corp. COM | 1.49% | 0.49% | 0.49% |
 PLTRPalantir Technologies, Inc., Class A | 2.20% | 0.47% | 0.47% |
 TXNTexas Instruments Inc. COM | 1.16% | 0.45% | 0.45% |
 NFLXNetflix, Inc. COM | 2.68% | 0.44% | 0.44% |
 WDCWestern Digital Corp. COM | 0.60% | 0.43% | 0.43% |
 ADIAnalog Devices Inc. COM | 1.03% | 0.39% | 0.39% |
 STXSeagate Technology Holdings PLC ORD SHS | 0.56% | 0.35% | 0.35% |
 QCOMQUALCOMM Inc. COM | 0.91% | 0.34% | 0.34% |
 NOWServicenow Inc COM | 0.72% | 0.32% | 0.32% |
 MRVLMarvell Technology Inc COM | 0.57% | 0.31% | 0.31% |
Frequently Asked Questions
How much do IGM and ESGU overlap?
IGM and ESGU overlap by 46.4% of portfolio weight. They share 61 holdings (IGM holds 288 positions and ESGU holds 287), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IGM and ESGU?
The two portfolios are 46.4% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of IGM and ESGU?
The largest positions held by both funds are NVDA, AAPL, MSFT, GOOG and AVGO. Together the top 10 shared positions account for 72% of the total overlap.
What does IGM own that ESGU doesn't?
227 positions (12.2% of IGM) are unique to IGM, led by SHOP, SNDK and DELL. In the other direction, 226 positions (52.2% of ESGU) are unique to ESGU.