Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

101
Number of overlapping holdings
80.8%
% of IYW's 135 holdings also in VGT
33.9%
% of VGT's 325 holdings also in IYW
Overlap by Weight
Sector Drift (IYW minus VGT)
Overlapping Holdings
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Company | Weight in IYW |
Weight in VGT |
Overlap | |
---|---|---|---|---|
APPLE INC | 17.6% | 20.7% | 17.6% | |
MICROSOFT CORP | 16.6% | 17.0% | 16.6% | |
NVIDIA CORP | 4.6% | 5.9% | 4.6% | |
BROADCOM INC. | 2.9% | 3.1% | 2.9% | |
ADOBE SYSTEMS INC | 2.8% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
IYW Overweight Relative to VGT
ALPHABET INC. CLASS A | 5.8% | |
ALPHABET INC. CLASS C | 5.0% | |
META PLATFORMS INC | 3.9% | |
ADOBE SYSTEMS INC | 0.6% | |
SALESFORCE.COM INC | 0.4% | |
ADVANCED MICRO DEVICES | 0.4% | |
INTEL CORP | 0.4% | |
TEXAS INSTRUMENTS INC | 0.4% | |
ORACLE CORP | 0.4% | |
INTUIT INC | 0.3% |
IYW Underweight Relative to VGT
APPLE INC | -3.2% | |
CISCO SYSTEMS INC | -2.0% | |
ACCENTURE PLC-CL A | -1.7% | |
NVIDIA CORP | -1.3% | |
NXP SEMICONDUCTORS NV | -0.5% | |
ARISTA NETWORKS, INC. | -0.5% | |
MOTOROLA SOLUTIONS | -0.4% | |
MICROSOFT CORP | -0.4% | |
TE CONNECTIVITY | -0.4% | |
KEYSIGHT TECHNOLOGIES INC | -0.2% |