Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
81%
OVERLAP
BY WEIGHT
101
# OF OVERLAPPING
HOLDINGS
IYW
139
HOLDINGS
80%
ALSO IN VGT
VGT
321
HOLDINGS
35%
ALSO IN IYW
SECTOR DRIFT (IYW minus VGT)
OVERLAPPING HOLDINGS
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| Company | Weight in IYW |
Weight in VGT |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 16.6% | 17.5% | 16.6% |
|
MICROSOFT CORP | 15.1% | 14.2% | 14.2% |
|
APPLE INC | 13.9% | 13.8% | 13.8% |
|
BROADCOM INC. | 4.6% | 5.6% | 4.6% |
|
ORACLE CORP | 3.2% | 2.5% | 2.5% |
IYW Overweight Relative to VGT
|
META PLATFORMS INC | 3.9% |
|
ALPHABET INC. CLASS A | 3.0% |
|
ALPHABET INC. CLASS C | 2.5% |
|
MICROSOFT CORP | 0.9% |
|
ORACLE CORP | 0.7% |
|
DOORDASH, INC. CLASS A | 0.6% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 0.6% |
|
ADVANCED MICRO DEVICES | 0.4% |
|
VERTIV HOLDINGS CO. CLASS A | 0.3% |
|
INTL BUSINESS MACHINES CORP | 0.3% |
IYW Underweight Relative to VGT
|
CISCO SYSTEMS INC | -1.4% |
|
BROADCOM INC. | -1.0% |
|
NVIDIA CORP | -0.9% |
|
ARISTA NETWORKS, INC. | -0.8% |
 |
ACCENTURE PLC-CL A | -0.8% |
|
MOTOROLA SOLUTIONS | -0.5% |
 |
NXP SEMICONDUCTORS NV | -0.3% |
|
SEAGATE TECHNOLOGY HOLDINGS PLC | -0.3% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -0.3% |
|
FAIR ISAAC CORP | -0.2% |