iShares U.S. Technology ETF (IYW) and Vanguard Information Technology ETF (VGT) share 123 holdings, with roughly 78% of their portfolio weight overlapping.
Weight overlap
78%
Shared portfolio weight
Shared holdings
123
Securities in both funds
Funds
IYW · VGT
Compared side by side
Interactive charts, sector exposure, combined allocation, and the full overlap heatmap.
Every holding both funds own, ranked by shared exposure (how much of the position they hold in common). The weight gap shows which fund tilts more heavily into it.
| Holding | In IYW | In VGT | Weight gap |
|---|---|---|---|
| NVDANVIDIA | 14.11% | 17.15% | 3.04%VGT |
| AAPLApple | 13.21% | 16.24% | 3.03%VGT |
| MSFTMicrosoft | 10.76% | 10.96% | 0.20%VGT |
| AVGOBROADCOM | 4.07% | 4.21% | 0.14%VGT |
| MUMICRON TECHNOLOGY | 3.35% | 3.82% | 0.47%VGT |
| AMDADVANCED MICRO DEVICES | 3.08% | 3.18% | 0.10%VGT |
| AMATAPPLIED MATERIALS | 1.78% | 1.69% | 0.09%IYW |
| INTCINTEL | 2.27% | 1.65% | 0.62%IYW |
| LRCXLAM RESEARCH | 1.85% | 1.54% | 0.31%IYW |
| PANWPALO ALTO NETWORKS | 1.35% | 1.16% | 0.19%IYW |
| PLTRPALANTIR TECHNOLOGIES A | 1.83% | 1.13% | 0.70%IYW |
| TXNTEXAS INSTRUMENTS | 1.17% | 1.07% | 0.10%IYW |
| KLACKLA | 1.15% | 1.02% | 0.13%IYW |
| ORCLORACLE | 1.30% | 0.90% | 0.40%IYW |
| IBMInternational Business Machines | 1.09% | 0.87% | 0.22%IYW |
| APHAMPHENOL CL A | 0.98% | 0.85% | 0.13%IYW |
| CRWDCROWDSTRIKE HOLDINGS A | 1.04% | 0.83% | 0.21%IYW |
| ADIANALOG DEVICES | 0.87% | 0.77% | 0.10%IYW |
| WDCWESTERN DIGITAL | 0.77% | 0.83% | 0.06%VGT |
| SNDKSANDISK | 1.22% | 0.75% | 0.47%IYW |
| MRVLMARVELL TECHNOLOGY | 0.98% | 0.70% | 0.28%IYW |
| QCOMQUALCOMM | 0.92% | 0.68% | 0.24%IYW |
| CRMSALESFORCE | 0.96% | 0.65% | 0.31%IYW |
| DELLDELL TECHNOLOGIES C | 0.76% | 0.58% | 0.18%IYW |
| GLWCORNING | 0.64% | 0.49% | 0.15%IYW |
| NOWSERVICENOW | 0.67% | 0.49% | 0.18%IYW |
| FTNTFORTINET | 0.48% | 0.48% | ≈ even |
| ADBEADOBE | 0.50% | 0.46% | 0.04%IYW |
| SNOWSnowflake | 0.55% | 0.44% | 0.11%IYW |
| NETCloudflare Class A | 0.49% | 0.42% | 0.07%IYW |
| CDNSCADENCE DESIGN SYS | 0.39% | 0.43% | 0.04%VGT |
| INTUINTUIT | 0.42% | 0.38% | 0.04%IYW |
| DDOGDATADOG CLASS A | 0.36% | 0.40% | 0.04%VGT |
| HPEHEWLETT PACKARD ENTERPRISE | 0.36% | 0.33% | 0.03%IYW |
| SNPSSYNOPSYS | 0.37% | 0.33% | 0.04%IYW |
| TERTERADYNE | 0.29% | 0.29% | ≈ even |
| MPWRMONOLITHIC POWER SYSTEMS | 0.28% | 0.32% | 0.04%VGT |
| ADSKAUTODESK | 0.22% | 0.25% | 0.03%VGT |
| ALABAstera Labs | 0.22% | 0.23% | 0.01%VGT |
| COHRCOHERENT | 0.26% | 0.21% | 0.05%IYW |
| FLEXFLEX LTD | 0.20% | 0.21% | 0.01%VGT |
| ROPROPER TECHNOLOGIES | 0.20% | 0.22% | 0.02%VGT |
| MCHPMICROCHIP TECHNOLOGY | 0.19% | 0.20% | 0.01%VGT |
| NTAPNETAPP | 0.18% | 0.22% | 0.04%VGT |
| WDAYWORKDAY CLASS A | 0.19% | 0.18% | 0.01%IYW |
| JBLJABIL | 0.16% | 0.18% | 0.02%VGT |
| TWLOTwilio Class A | 0.17% | 0.16% | 0.01%IYW |
| HPQHP | 0.15% | 0.16% | 0.01%VGT |
| PPure Storage Class A | 0.15% | 0.15% | ≈ even |
| CTSHCOGNIZANT TECH SOLUTIONS A | 0.14% | 0.16% | 0.02%VGT |
| MDBMongoDB Class A | 0.14% | 0.16% | 0.02%VGT |
| OKTAOkta | 0.14% | 0.18% | 0.04%VGT |
| ONON SEMICONDUCTOR | 0.14% | 0.17% | 0.03%VGT |
| CRDOCredo Technology Group Holding Ltd. | 0.13% | 0.20% | 0.07%VGT |
| QQNITY ELECTRONICS | 0.13% | 0.16% | 0.03%VGT |
| ZMZoom Video Communications Inc - Class A | 0.13% | 0.14% | 0.01%VGT |
| VRSNVERISIGN | 0.12% | 0.14% | 0.02%VGT |
| FFIVF5 | 0.11% | 0.14% | 0.03%VGT |
| MSTRMicroStrategy Class A | 0.21% | 0.11% | 0.10%IYW |
| TEAMAtlassian Class A | 0.15% | 0.11% | 0.04%IYW |
| ENTGEntegris | 0.10% | 0.12% | 0.02%VGT |
| SMCISUPER MICRO COMPUTER | 0.10% | 0.10% | ≈ even |
| SNXTD SYNNEX | 0.10% | 0.13% | 0.03%VGT |
| CDWCDW CORP/DE | 0.09% | 0.14% | 0.05%VGT |
| MTSIMACOM Technology Solutions Holdings | 0.09% | 0.10% | 0.01%VGT |
| AKAMAKAMAI TECHNOLOGIES | 0.08% | 0.11% | 0.03%VGT |
| DTDynatrace | 0.08% | 0.10% | 0.02%VGT |
| GENGEN DIGITAL | 0.08% | 0.11% | 0.03%VGT |
| LSCCLattice Semiconductor | 0.08% | 0.12% | 0.04%VGT |
| NTNXNUTANIX A | 0.08% | 0.12% | 0.04%VGT |
| PTC | 0.08% | 0.11% | 0.03%VGT |
| UUnity Software | 0.08% | 0.10% | 0.02%VGT |
| ZSZscaler | 0.08% | 0.09% | 0.01%VGT |
| FNFabrinet | 0.07% | 0.09% | 0.02%VGT |
| IONQIonQ | 0.07% | 0.07% | ≈ even |
| IOTSamsara Class A | 0.07% | 0.10% | 0.03%VGT |
| ONTOOnto Innovation | 0.07% | 0.10% | 0.03%VGT |
| RBRKRubrik Class A | 0.07% | 0.10% | 0.03%VGT |
| SITMSiTime | 0.07% | 0.08% | 0.01%VGT |
| SMTCSemtech | 0.07% | 0.09% | 0.02%VGT |
| TYLTYLER TECHNOLOGIES | 0.07% | 0.10% | 0.03%VGT |
| DOCUDocusign Class A | 0.06% | 0.10% | 0.04%VGT |
| GDDYGODADDY CLASS A | 0.06% | 0.09% | 0.03%VGT |
| GWREGuidewire Software | 0.06% | 0.09% | 0.03%VGT |
| ITGARTNER | 0.06% | 0.09% | 0.03%VGT |
| MANHManhattan Associates | 0.06% | 0.11% | 0.05%VGT |
| SWKSSKYWORKS SOLUTIONS | 0.06% | 0.08% | 0.02%VGT |
| TTMITTM Technologies | 0.06% | 0.08% | 0.02%VGT |
| AEISAdvanced Energy Industries | 0.05% | 0.09% | 0.04%VGT |
| ARWArrow Electronics | 0.05% | 0.10% | 0.05%VGT |
| DOCNDigitalOcean Holdings | 0.05% | 0.09% | 0.04%VGT |
| HUBSHubSpot | 0.05% | 0.08% | 0.03%VGT |
| QRVOQorvo | 0.05% | 0.08% | 0.03%VGT |
| RMBSRambus | 0.05% | 0.08% | 0.03%VGT |
| SANMSanmina | 0.05% | 0.08% | 0.03%VGT |
| AVTAvnet | 0.04% | 0.08% | 0.04%VGT |
| ESTCElastic NV | 0.04% | 0.07% | 0.03%VGT |
| FORMFormFactor | 0.04% | 0.08% | 0.04%VGT |
| AMKRAmkor Technology | 0.03% | 0.06% | 0.03%VGT |
| APLDApplied Digital | 0.03% | 0.07% | 0.04%VGT |
| BSYBentley Systems Class B | 0.03% | 0.07% | 0.04%VGT |
| CRUSCirrus Logic | 0.03% | 0.07% | 0.04%VGT |
| DBXDropbox Class A | 0.03% | 0.08% | 0.05%VGT |
| EPAMEPAM Systems | 0.03% | 0.06% | 0.03%VGT |
| GTLBGitlab Class A | 0.03% | 0.07% | 0.04%VGT |
| PATHUiPath Class A | 0.03% | 0.08% | 0.05%VGT |
| PCORProcore Technologies | 0.03% | 0.07% | 0.04%VGT |
| RNGRingCentral Class A | 0.03% | 0.06% | 0.03%VGT |
| SSentinelOne Class A | 0.03% | 0.08% | 0.05%VGT |
| WULFTerawulf | 0.03% | 0.07% | 0.04%VGT |
| ALGMAllegro MicroSystems | 0.02% | 0.07% | 0.05%VGT |
| APPFAppfolio | 0.02% | 0.06% | 0.04%VGT |
| CCCCCC Intelligent Solutions Holdings | 0.02% | 0.05% | 0.03%VGT |
| DLBDolby Laboratories Class A | 0.02% | 0.06% | 0.04%VGT |
| OLEDUniversal Display | 0.02% | 0.05% | 0.03%VGT |
| PEGAPegasystems | 0.02% | 0.04% | 0.02%VGT |
| IPGPIPG Photonics | 0.01% | 0.03% | 0.02%VGT |
| KDKyndryl Holdings | 0.01% | 0.04% | 0.03%VGT |
| KVYOKlaviyo Class A | 0.01% | 0.03% | 0.02%VGT |
| BMNRBITMINE IMMERSION TECHNOLOGI | 0.07% | 0.00% | 0.07%IYW |
| CRWVCoreWeave Class A | 0.15% | 0.00% | 0.15%IYW |
| FIGFigma Class A | 0.02% | 0.00% | 0.02%IYW |
| IRENIREN Ltd | 0.07% | 0.00% | 0.07%IYW |
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How each fund's equity holdings break down by sector, side by side — the clearest read on where the two funds tilt differently.
| Sector | In IYW | In VGT |
|---|---|---|
Technology | 84.1% | 99.2% |
Communication Services | 14.7% | 0.0% |
Industrials | 0.6% | 0.3% |
Financial Services | 0.2% | 0.4% |
Consumer Cyclical | 0.4% | 0.1% |
Basic Materials | 0.0% | 0.0% |
Healthcare | 0.0% | 0.0% |
Weights are of each fund’s classified equity holdings.
IYW
VGT
Two ETFs overlap when they hold the same underlying securities. Holding both funds can leave you more concentrated than you think — you may own the same large companies twice, at a combined weight neither fund shows on its own. The weight overlap above is the share of portfolio weight the two funds hold in common: for every security both own, it counts only the smaller of the two weights (the slice you genuinely double up on). 0% means completely different books; 100% means effectively identical funds.