IGMvsSOXX

iShares Expanded Tech Sector ETF or iShares Semiconductor ETF, side by side from their own SEC filings. 38% of their stock holdings are the same at the same weight, across 23 stocks in both. SOXX costs 0.34% a year against 0.39% for IGM, $5 a year less on $10,000. Over the last twelve months IGM returned +45.9% and SOXX +169.6%.

38%of the two portfolios is the same stocks at the same weight
IGM41% in stocks the other holds too
SOXX89% in stocks the other holds too
stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

IGMSOXXYearly cost0.39%0.34%Net assets$10.7B$47.8BPositions30033Last 12 months+45.9%+169.6%3 years, a year+36.1%+56.9%5 years, a year+19.8%+34.5%Largest holdingNVDA 8.0%MU 8.5%Main sectorTechnology 85%Technology 98%Holdings as ofJun 30, 2026Jun 30, 2026

Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.

Growth of $100

Both funds from July 2019, the first month both report, dividends reinvested.

IGM$465SOXX$1,031
July 2019June 2026

What they both hold

23 stocks are in both funds: 41% of IGM and 89% of SOXX. The biggest shared positions:

Stockin IGMin SOXX
NVDA8.0%6.8%AVGO7.6%6.1%MU5.5%8.5%AMD4.1%8.1%INTC2.9%6.3%AMAT2.5%5.8%LRCX2.4%4.9%KLAC1.7%5.6%TXN1.2%3.5%MRVL1.1%5.2%

Only in IGM

Its biggest stocks the other fund does not hold.

  1. AAPLApple Inc.7.9%
  2. MSFTMicrosoft Corporation7.5%
  3. GOOGLAlphabet Inc.4.4%
  4. METAMeta Platforms4.2%
  5. GOOGAlphabet Inc. (Class C)3.5%
  6. CSCOCisco2.0%

Only in SOXX

Its biggest stocks the other fund does not hold.

  1. TSMTaiwan Semiconductor Manufacturing Company Limited4.3%
  2. ASXASE Technology Holding Co., Ltd.1.2%
  3. UMCUnited Microelectronics Corporation1.0%
  4. ARMArm Holdings plc0.8%
  5. STMSTMicroelectronics N.V.0.8%
  6. NVMINova Ltd.0.8%

More comparisons

IGM vs IYWIGM vs XLKIGM vs VGTFTEC vs IGMIGM vs QQQISMH vs SOXXSOXL vs SOXXSOXX vs XLK

From each fund’s Form N-PORT (IGM: June 2026, SOXX: June 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.