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

103
Number of overlapping holdings
35.3%
% of VGT's 320 holdings also in IYW
80.5%
% of IYW's 140 holdings also in VGT
Overlap by Weight
Sector Drift (VGT minus IYW)
Overlapping Holdings
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Company | Weight in VGT |
Weight in IYW |
Overlap | |
---|---|---|---|---|
APPLE INC | 16.3% | 15.5% | 15.5% | |
NVIDIA CORP | 13.5% | 13.0% | 13.0% | |
MICROSOFT CORP | 12.9% | 14.2% | 12.9% | |
BROADCOM INC. | 5.6% | 4.0% | 4.0% | |
SALESFORCE.COM INC | 2.0% | 2.7% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
VGT Overweight Relative to IYW
BROADCOM INC. | 1.6% | |
CISCO SYSTEMS INC | 1.5% | |
ACCENTURE PLC-CL A | 1.5% | |
ARISTA NETWORKS, INC. | 0.8% | |
APPLE INC | 0.8% | |
NVIDIA CORP | 0.6% | |
MOTOROLA SOLUTIONS | 0.5% | |
NXP SEMICONDUCTORS NV | 0.4% | |
FAIR ISAAC CORP | 0.3% | |
KEYSIGHT TECHNOLOGIES INC | 0.3% |
VGT Underweight Relative to IYW
META PLATFORMS INC | -4.2% | |
ALPHABET INC. CLASS A | -2.7% | |
ALPHABET INC. CLASS C | -2.2% | |
MICROSOFT CORP | -1.3% | |
SALESFORCE.COM INC | -0.7% | |
DOORDASH, INC. CLASS A | -0.6% | |
ORACLE CORP | -0.5% | |
INTL BUSINESS MACHINES CORP | -0.5% | |
SERVICENOW INC | -0.5% | |
ADOBE SYSTEMS INC | -0.4% |