IGM vs SUSA: Holdings Overlap
IGMiShares Expanded Tech Sector ETF
iShares · 288 holdings · $10.7B · as of 2026-03-31
SUSAiShares ESG Optimized MSCI USA ETF
iShares · 170 holdings · $4.1B · as of 2026-04-30
Holdings snapshots are 30 days apart (IGM: 2026-03-31, SUSA: 2026-04-30). 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 SUSA?
iShares Expanded Tech Sector ETF (IGM, by iShares) holds 288 positions; iShares ESG Optimized MSCI USA ETF (SUSA, by iShares) holds 170. They have 49 holdings in common, and by portfolio weight the two funds are 43.6% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 43.6%Sum of the smaller weight of each shared holding
- Shared Holdings
- 49IGM holds 288 · SUSA holds 170
- Weight in Shared Holdings
- IGM 74%·SUSA 46%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
239 of 288 positions (26.2% of the fund) are not held by SUSA. Showing the top 30 by weight.
Sector Breakdown
| Sector | IGM | SUSA |
|---|---|---|
| Information Technology | 82.6% | 38.2% |
| Communication Services | 17.1% | 8.5% |
| Financials | 0.0% | 11.9% |
| Industrials | 0.0% | 11.3% |
| Health Care | 0.0% | 9.0% |
| Other Sectors | 0.0% | 21.0% |
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% |
| SUSA | +3.0% | +14.4% | +24.2% | +19.9% | +11.2% | +14.9% | 0.82% |
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 SUSA →
Shared Holdings(49)
The top 10 shared positions account for 74% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp. COM | 8.44% | 7.92% | 7.92% |
|---|---|---|---|
 AAPLApple Inc. COM | 8.76% | 5.35% | 5.35% |
 MSFTMicrosoft Corp. COM | 8.23% | 4.35% | 4.35% |
 GOOGAlphabet Inc. CAP STK CL C | 3.73% | 3.84% | 3.73% |
 AVGOBroadcom Inc COM | 8.16% | 3.07% | 3.07% |
 GOOGLAlphabet Inc. CAP STK CL A | 4.65% | 3.01% | 3.01% |
 AMATApplied Materials Inc. COM | 1.79% | 1.51% | 1.51% |
 AMDAdvanced Micro Devices Inc. COM | 2.19% | 1.12% | 1.12% |
 LRCXLam Research Corporation COM NEW | 1.76% | 1.03% | 1.03% |
 INTCIntel Corporation COM | 1.37% | 0.96% | 0.96% |
 CSCOCisco Systems, Inc. COM | 2.02% | 0.67% | 0.67% |
 IBMInternational Business Machines Corp. COM | 1.49% | 0.66% | 0.66% |
 PANWPalo Alto Networks Inc COM | 0.85% | 0.66% | 0.66% |
 MUMicron Technology Inc. COM | 2.51% | 0.63% | 0.63% |
 WDCWestern Digital Corp. COM | 0.60% | 0.94% | 0.60% |
 TXNTexas Instruments Inc. COM | 1.16% | 0.58% | 0.58% |
 CRMSalesforce Inc. COM | 1.15% | 0.55% | 0.55% |
 ANETArista Networks Inc COM SHS | 0.84% | 0.52% | 0.52% |
 INTUIntuit Inc COM | 0.79% | 0.50% | 0.50% |
 NOWServicenow Inc COM | 0.72% | 0.47% | 0.47% |
 CDNSCadence Design Systems, Inc. COM | 0.50% | 0.41% | 0.41% |
 ADBEAdobe Inc COM | 0.66% | 0.41% | 0.41% |
 SNPSSynopsys Inc COM | 0.50% | 0.39% | 0.39% |
 ADSKAutodesk Inc COM | 0.33% | 0.56% | 0.33% |
 NXPINXP Semiconductors NV EUR0.20 | 0.33% | 0.73% | 0.33% |
Frequently Asked Questions
How much do IGM and SUSA overlap?
IGM and SUSA overlap by 43.6% of portfolio weight. They share 49 holdings (IGM holds 288 positions and SUSA holds 170), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IGM and SUSA?
The two portfolios are 43.6% 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 SUSA?
The largest positions held by both funds are NVDA, AAPL, MSFT, GOOG and AVGO. Together the top 10 shared positions account for 74% of the total overlap.
What does IGM own that SUSA doesn't?
239 positions (26.2% of IGM) are unique to IGM, led by META, PLTR and KLAC. In the other direction, 121 positions (53.8% of SUSA) are unique to SUSA.