MTUM vs IGM: Holdings Overlap
MTUMiShares MSCI USA Momentum Factor ETF
iShares · 125 holdings · $26.3B · as of 2026-04-30
IGMiShares Expanded Tech Sector ETF
iShares · 288 holdings · $10.7B · as of 2026-03-31
Holdings snapshots are 30 days apart (MTUM: 2026-04-30, IGM: 2026-03-31). 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 MTUM and IGM?
iShares MSCI USA Momentum Factor ETF (MTUM, by iShares) holds 125 positions; iShares Expanded Tech Sector ETF (IGM, by iShares) holds 288. They have 33 holdings in common, and by portfolio weight the two funds are 37.1% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 37.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 33MTUM holds 125 · IGM holds 288
- Weight in Shared Holdings
- MTUM 51%·IGM 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 MTUM
92 of 125 positions (49.0% of the fund) are not held by IGM. Showing the top 30 by weight.
Sector Breakdown
| Sector | MTUM | IGM |
|---|---|---|
| Information Technology | 44.3% | 82.6% |
| Communication Services | 7.4% | 17.1% |
| Industrials | 15.6% | 0.0% |
| Financials | 10.3% | 0.0% |
| Health Care | 6.9% | 0.0% |
| Other Sectors | 15.4% | 0.0% |
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 |
|---|---|---|---|---|---|---|---|
| MTUM | -1.0% | +23.8% | +27.7% | +29.4% | +12.8% | +16.1% | 0.60% |
| IGM | +4.5% | +26.9% | +40.7% | +35.3% | +19.1% | +23.9% | 0.13% |
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 MTUM vs IGM →
Shared Holdings(33)
The top 10 shared positions account for 72% of the overlap, led by AVGO, NVDA and GOOGL.
 AVGOBroadcom Inc COM | 5.40% | 8.16% | 5.40% |
|---|---|---|---|
 NVDANVIDIA Corp. COM | 4.64% | 8.44% | 4.64% |
 GOOGLAlphabet Inc. CAP STK CL A | 2.94% | 4.65% | 2.94% |
 MUMicron Technology Inc. COM | 5.56% | 2.51% | 2.51% |
 GOOGAlphabet Inc. CAP STK CL C | 2.39% | 3.73% | 2.39% |
 AMDAdvanced Micro Devices Inc. COM | 4.03% | 2.19% | 2.19% |
 AMATApplied Materials Inc. COM | 2.36% | 1.79% | 1.79% |
 LRCXLam Research Corporation COM NEW | 3.61% | 1.76% | 1.76% |
 PLTRPalantir Technologies, Inc., Class A | 1.52% | 2.20% | 1.52% |
 INTCIntel Corporation COM | 3.83% | 1.37% | 1.37% |
 KLACKLA Corp. COM NEW | 1.61% | 1.27% | 1.27% |
 IBMInternational Business Machines Corp. COM | 1.20% | 1.49% | 1.20% |
 APHAmphenol Corporation CL A | 1.55% | 1.02% | 1.02% |
 ADIAnalog Devices Inc. COM | 1.02% | 1.03% | 1.02% |
 ANETArista Networks Inc COM SHS | 0.82% | 0.84% | 0.82% |
 APPAppLovin Corp., Class A | 0.87% | 0.71% | 0.71% |
 GLWCorning Incorporated COM | 1.22% | 0.70% | 0.70% |
 WDCWestern Digital Corp. COM | 1.54% | 0.60% | 0.60% |
 STXSeagate Technology Holdings PLC ORD SHS | 1.51% | 0.56% | 0.56% |
 CIENCiena Corporation COM NEW | 0.65% | 0.36% | 0.36% |
 LITELumentum Holdings Inc. COM | 0.56% | 0.33% | 0.33% |
 TELTE Connectivity PLC ORD SHS | 0.32% | 0.40% | 0.32% |
 MPWRMonolithic Power Systems Inc. COM | 0.31% | 0.35% | 0.31% |
 TERTeradyne Inc. COM | 0.39% | 0.31% | 0.31% |
 EAElectronic Arts Inc. COM | 0.25% | 0.30% | 0.25% |
Frequently Asked Questions
How much do MTUM and IGM overlap?
MTUM and IGM overlap by 37.1% of portfolio weight. They share 33 holdings (MTUM holds 125 positions and IGM holds 288), based on each fund's latest SEC-reported holdings.
Is it redundant to own both MTUM and IGM?
The two portfolios are 37.1% 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 MTUM and IGM?
The largest positions held by both funds are AVGO, NVDA, GOOGL, MU and GOOG. Together the top 10 shared positions account for 72% of the total overlap.
What does MTUM own that IGM doesn't?
92 positions (49.0% of MTUM) are unique to MTUM, led by JNJ, XOM and CAT. In the other direction, 255 positions (51.5% of IGM) are unique to IGM.