Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
65
Number of overlapping holdings
21.7%
% of VGT's 317 holdings also in RSPT
100.0%
% of RSPT's 65 holdings also in VGT
Overlap by Weight
Sector Drift (VGT minus RSPT)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in VGT |
Weight in RSPT |
Overlap | |
---|---|---|---|---|
MICROSOFT CORP | 18.6% | 1.7% | 1.7% | |
APPLE INC | 17.6% | 1.6% | 1.6% | |
CISCO SYSTEMS INC | 1.6% | 1.6% | 1.6% | |
BROADCOM INC. | 4.0% | 1.6% | 1.6% | |
SALESFORCE.COM INC | 2.1% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
VGT Overweight Relative to RSPT
MICROSOFT CORP | 16.9% | |
APPLE INC | 16.0% | |
NVIDIA CORP | 7.8% | |
BROADCOM INC. | 2.4% | |
ADVANCED MICRO DEVICES | 0.7% | |
SALESFORCE.COM INC | 0.7% | |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 0.6% | |
MARVELL TECHNOLOGY, INC. | 0.4% | |
WORKDAY INC-CLASS A | 0.4% | |
PALANTIR TECHNOLOGIES INC. CLASS A | 0.3% |
VGT Underweight Relative to RSPT
FIRST SOLAR INC | -1.7% | |
WESTERN DIGITAL CORP | -1.5% | |
JUNIPER NETWORKS INC | -1.5% | |
VERISIGN INC | -1.5% | |
ZEBRA TECHNOLOGIES CORP-CL A | -1.5% | |
TYLER TECHNOLOGIES INC | -1.4% | |
NORTONLIFELOCK INC | -1.4% | |
F5 NETWORKS INC | -1.4% | |
QORVO INC | -1.4% | |
TELEDYNE TECHNOLOGIES INC | -1.4% |