Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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74
Number of overlapping holdings
25.9%
% of VGT's 314 holdings also in FXL
77.1%
% of FXL's 100 holdings also in VGT
Overlap by Weight
Sector Drift (VGT minus FXL)
Overlapping Holdings
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| Company | Weight in VGT |
Weight in FXL |
Overlap | |
|---|---|---|---|---|
 |
PALANTIR TECHNOLOGIES INC. CLASS A | 1.8% | 2.5% | 1.8% |
|
QUALCOMM INC | 1.1% | 1.2% | 1.1% |
|
APPLIED MATERIALS INC | 0.9% | 1.0% | 0.9% |
|
PALO ALTO NETWORKS INC | 0.8% | 1.0% | 0.8% |
|
BROADCOM INC. | 4.6% | 0.8% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
VGT Overweight Relative to FXL
|
APPLE INC | 15.5% |
|
MICROSOFT CORP | 14.9% |
|
NVIDIA CORP | 13.8% |
|
BROADCOM INC. | 3.8% |
|
ORACLE CORP | 1.7% |
|
CISCO SYSTEMS INC | 1.6% |
|
INTL BUSINESS MACHINES CORP | 1.5% |
|
SALESFORCE.COM INC | 1.4% |
 |
ACCENTURE PLC-CL A | 1.3% |
|
ADOBE SYSTEMS INC | 1.1% |
VGT Underweight Relative to FXL
|
DOORDASH, INC. CLASS A | -1.9% |
|
TOAST, INC. CLASS A | -1.8% |
|
SYNNEX CORP | -1.7% |
|
WESTERN DIGITAL CORP | -1.7% |
|
AVNET INC | -1.7% |
|
GUIDEWIRE SOFTWARE INC | -1.7% |
|
AMKOR TECHNOLOGY INC | -1.6% |
|
OKTA, INC. CLASS A | -1.6% |
|
HEWLETT PACKARD ENTERPRISE CO. | -1.6% |
|
SKYWORKS SOLUTIONS INC | -1.6% |