Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
38%
OVERLAP
BY WEIGHT
68
# OF OVERLAPPING
HOLDINGS
VGT
325
HOLDINGS
23%
ALSO IN RSPT
RSPT
71
HOLDINGS
100%
ALSO IN VGT
SECTOR DRIFT (VGT minus RSPT)
OVERLAPPING HOLDINGS
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| Company | Weight in VGT |
Weight in RSPT |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 4.3% | 7.4% | 4.3% |
|
ADVANCED MICRO DEVICES | 3.5% | 3.1% | 3.1% |
|
APPLIED MATERIALS INC | 1.8% | 3.5% | 1.8% |
|
INTEL CORP | 1.7% | 5.0% | 1.7% |
|
CISCO SYSTEMS INC | 1.9% | 1.6% | 1.6% |
VGT Overweight Relative to RSPT
|
NVIDIA CORP | 16.5% |
|
APPLE INC | 16.2% |
|
MICROSOFT CORP | 8.3% |
|
BROADCOM INC. | 3.1% |
|
KLA CORPORATION | 0.9% |
|
MARVELL TECHNOLOGY, INC. | 0.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 0.4% |
|
SNOWFLAKE, INC. CLASS A | 0.4% |
|
CLOUDFLARE INC CLASS A | 0.4% |
|
ADVANCED MICRO DEVICES | 0.4% |
VGT Underweight Relative to RSPT
|
WESTERN DIGITAL CORP | -6.4% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -4.3% |
|
INTEL CORP | -3.3% |
|
MICRON TECHNOLOGY INC | -3.2% |
|
TERADYNE INC | -3.1% |
|
DELL TECHNOLOGIES INC CLASS C | -2.4% |
|
ON SEMICONDUCTOR CORPORATION | -2.1% |
|
CORNING INC | -1.9% |
|
LAM RESEARCH CORP | -1.7% |
|
APPLIED MATERIALS INC | -1.7% |