Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
82%
OVERLAP
BY WEIGHT
117
# OF OVERLAPPING
HOLDINGS
VGT
322
HOLDINGS
39%
ALSO IN IYW
IYW
139
HOLDINGS
84%
ALSO IN VGT
SECTOR DRIFT (VGT minus IYW)
OVERLAPPING HOLDINGS
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| Company | Weight in VGT |
Weight in IYW |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 17.2% | 17.1% | 17.1% |
|
NVIDIA CORP | 16.8% | 16.8% | 16.8% |
|
MICROSOFT CORP | 11.8% | 13.3% | 11.8% |
|
BROADCOM INC. | 3.9% | 3.0% | 3.0% |
|
ADVANCED MICRO DEVICES | 3.2% | 2.9% | 2.9% |
VGT Overweight Relative to IYW
|
CISCO SYSTEMS INC | 1.6% |
|
QORVO INC | 1.5% |
|
MICRON TECHNOLOGY INC | 1.1% |
|
BROADCOM INC. | 0.9% |
|
ARISTA NETWORKS, INC. | 0.7% |
 |
ACCENTURE PLC-CL A | 0.6% |
|
SEAGATE TECHNOLOGY HOLDINGS PLC | 0.6% |
|
MOTOROLA SOLUTIONS | 0.3% |
|
ADVANCED MICRO DEVICES | 0.3% |
|
TE CONNECTIVITY | 0.3% |
VGT Underweight Relative to IYW
|
META PLATFORMS INC | -3.2% |
|
ALPHABET INC. CLASS A | -2.4% |
|
ALPHABET INC. CLASS C | -2.0% |
|
MICROSOFT CORP | -1.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -0.5% |
|
INTEL CORP | -0.5% |
|
APPLIED MATERIALS INC | -0.4% |
|
DOORDASH, INC. CLASS A | -0.3% |
|
LAM RESEARCH CORP | -0.3% |
|
PALO ALTO NETWORKS INC | -0.3% |