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

65
Number of overlapping holdings
21.8%
% of VGT's 325 holdings also in IXN
57.0%
% of IXN's 116 holdings also in VGT
Overlap by Weight
Sector Drift (VGT minus IXN)
Overlapping Holdings
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Company | Weight in VGT |
Weight in IXN |
Overlap | |
---|---|---|---|---|
APPLE INC | 20.7% | 21.2% | 20.7% | |
MICROSOFT CORP | 17.0% | 20.1% | 17.0% | |
NVIDIA CORP | 5.9% | 5.2% | 5.2% | |
BROADCOM INC. | 3.1% | 3.1% | 3.1% | |
ADOBE SYSTEMS INC | 2.1% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
VGT Overweight Relative to IXN
NVIDIA CORP | 0.8% | |
WORKDAY INC-CLASS A | 0.5% | |
MARVELL TECHNOLOGY, INC. | 0.4% | |
SNOWFLAKE, INC. CLASS A | 0.4% | |
VMWARE, INC. CLASS A | 0.4% | |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 0.4% | |
PALANTIR TECHNOLOGIES INC. CLASS A | 0.3% | |
MONGODB, INC. CLASS A | 0.3% | |
HUBSPOT INC | 0.2% | |
DATADOG INC CLASS A | 0.2% |
VGT Underweight Relative to IXN
MICROSOFT CORP | -3.1% | |
TAIWAN SEMICONDUCTOR MANUFAC | -2.9% | |
SAMSUNG ELECTRONICS CO LTD | -2.4% | |
ASML HOLDING NV | -2.1% | |
SAP AG | -1.3% | |
KEYENCE CORP | -0.7% | |
SHOPIFY, INC. CLASS A | -0.7% | |
TOKYO ELECTRON LTD | -0.6% | |
APPLE INC | -0.5% | |
HYNIX SEMICONDUCTOR INC | -0.4% |