IGM vs SOXX: Holdings Overlap
IGMiShares Expanded Tech Sector ETF
iShares · 288 holdings · $10.7B · as of 2026-03-31
iShares · 30 holdings · $47.6B · as of 2026-03-31
How similar are IGM and SOXX?
iShares Expanded Tech Sector ETF (IGM, by iShares) holds 288 positions; iShares Semiconductor ETF (SOXX, by iShares) holds 30. They have 23 holdings in common, and by portfolio weight the two funds are 33.0% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 33.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 23IGM holds 288 · SOXX holds 30
- Weight in Shared Holdings
- IGM 33%·SOXX 89%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
265 of 288 positions (66.9% of the fund) are not held by SOXX. Showing the top 30 by weight.
Sector Breakdown
| Sector | IGM | SOXX |
|---|---|---|
| Information Technology | 82.6% | 98.6% |
| Communication Services | 17.1% | 0.0% |
| Financials | 0.0% | 0.0% |
| Consumer Discretionary | 0.0% | 0.0% |
| Industrials | 0.0% | 0.0% |
| Other Sectors | 0.0% | 0.0% |
| Unclassified | 0.1% | 1.2% |
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. “Unclassified” is weight we could not classify (0% of IGM, 1% of SOXX).
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% |
| SOXX | -1.5% | +80.6% | +126.6% | +47.5% | +29.5% | +32.9% | 0.27% |
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 SOXX →
Shared Holdings(23)
The top 10 shared positions account for 90% of the overlap, led by NVDA, AVGO and MU.
 NVDANVIDIA Corp. | 8.44% | 8.40% | 8.40% |
|---|---|---|---|
 AVGOBroadcom, Inc. | 8.16% | 8.27% | 8.16% |
 MUMicron Technology, Inc. | 2.51% | 6.99% | 2.51% |
 AMDAdvanced Micro Devices, Inc. | 2.19% | 6.47% | 2.19% |
 AMATApplied Materials, Inc. | 1.79% | 5.84% | 1.79% |
 LRCXLam Research Corp. | 1.76% | 3.90% | 1.76% |
 INTCIntel Corp. | 1.37% | 4.13% | 1.37% |
 KLACKLA Corp. | 1.27% | 4.12% | 1.27% |
 TXNTexas Instruments, Inc. | 1.16% | 3.91% | 1.16% |
 ADIAnalog Devices, Inc. | 1.03% | 3.82% | 1.03% |
 QCOMQUALCOMM, Inc. | 0.91% | 3.86% | 0.91% |
 MRVLMarvell Technology, Inc. | 0.57% | 5.17% | 0.57% |
 MPWRMonolithic Power Systems, Inc. | 0.35% | 4.08% | 0.35% |
 NXPINXP Semiconductors NV | 0.33% | 3.70% | 0.33% |
 TERTeradyne, Inc. | 0.31% | 3.95% | 0.31% |
 MCHPMicrochip Technology, Inc. | 0.23% | 3.02% | 0.23% |
 ONON Semiconductor Corp. | 0.16% | 2.14% | 0.16% |
 ENTGEntegris, Inc. | 0.12% | 1.56% | 0.12% |
 CRDOCredo Technology Group Holding Ltd. | 0.10% | 1.34% | 0.10% |
 ALABAstera Labs, Inc. | 0.10% | 1.31% | 0.10% |
 MTSIMACOM Technology Solutions Holdings, Inc. | 0.09% | 1.31% | 0.09% |
 RMBSRambus, Inc. | 0.06% | 0.81% | 0.06% |
 SWKSSkyworks Solutions, Inc. | 0.05% | 0.71% | 0.05% |
Frequently Asked Questions
How much do IGM and SOXX overlap?
IGM and SOXX overlap by 33.0% of portfolio weight. They share 23 holdings (IGM holds 288 positions and SOXX holds 30), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IGM and SOXX?
The two portfolios are 33.0% 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 SOXX?
The largest positions held by both funds are NVDA, AVGO, MU, AMD and AMAT. Together the top 10 shared positions account for 90% of the total overlap.
What does IGM own that SOXX doesn't?
265 positions (66.9% of IGM) are unique to IGM, led by AAPL, MSFT and GOOGL. In the other direction, 7 positions (11.1% of SOXX) are unique to SOXX.