iShares U.S. Technology ETF (IYW) and Vanguard Information Technology ETF (VGT) share 122 holdings, with roughly 79.1% of their portfolio weight overlapping.
Holdings as of: IYW November 5, 2026 · VGT September 30, 2026.
Fund pages: IYW (iShares U.S. Technology ETF) · VGT (Vanguard Information Technology ETF)
Weight overlap
79.1%
Shared portfolio weight
Shared holdings
122
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 | 16.02% | 17.58% | 1.56%VGT |
| AAPLAPPLE | 18.82% | 15.91% | 2.92%IYW |
| MSFTMICROSOFT | 15.07% | 11.16% | 3.92%IYW |
| AVGOBROADCOM | 3.06% | 4.11% | 1.05%VGT |
| AMDADVANCED MICRO DEVICES | 2.51% | 3.67% | 1.17%VGT |
| MUMICRON TECHNOLOGY | 2.20% | 4.45% | 2.25%VGT |
| PLTRPALANTIR TECHNOLOGIES A | 1.95% | 1.55% | 0.40%IYW |
| AMATAPPLIED MATERIALS | 1.43% | 1.53% | 0.10%VGT |
| INTCINTEL | 1.35% | 1.98% | 0.63%VGT |
| LRCXLAM RESEARCH | 1.31% | 1.55% | 0.25%VGT |
| PANWPALO ALTO NETWORKS | 1.43% | 1.24% | 0.20%IYW |
| CRWDCROWDSTRIKE HOLDINGS | 1.23% | 1.02% | 0.21%IYW |
| TXNTEXAS INSTRUMENTS | 1.43% | 0.98% | 0.45%IYW |
| KLACKLA | 0.96% | 0.98% | 0.02%VGT |
| ORCLORACLE | 1.15% | 0.85% | 0.29%IYW |
| APHAMPHENOL | 0.99% | 0.80% | 0.19%IYW |
| IBMINTERNATIONAL BUSINESS MACHINES | 1.31% | 0.77% | 0.54%IYW |
| QCOMQUALCOMM | 0.93% | 0.76% | 0.17%IYW |
| ADIANALOG DEVICES | 1.00% | 0.75% | 0.24%IYW |
| CRMSALESFORCE | 1.00% | 0.72% | 0.28%IYW |
| SNDKSANDISK | 0.66% | 0.97% | 0.31%VGT |
| MRVLMARVELL TECHNOLOGY | 0.66% | 0.88% | 0.22%VGT |
| DELL | 0.54% | 0.65% | 0.11%VGT |
| NOWSERVICENOW | 0.59% | 0.54% | 0.06%IYW |
| WDCWESTERN DIGITAL | 0.52% | 0.61% | 0.09%VGT |
| GLWCORNING | 0.46% | 0.49% | 0.02%VGT |
| SNOWSnowflake | 0.51% | 0.45% | 0.06%IYW |
| NETCloudflare Class A | 0.44% | 0.45% | 0.01%VGT |
| FTNTFORTINET | 0.42% | 0.46% | 0.04%VGT |
| ADBEADOBE | 0.55% | 0.39% | 0.17%IYW |
| CDNSCADENCE DESIGN SYS | 0.49% | 0.38% | 0.11%IYW |
| HPEHEWLETT PACKARD ENTERPRISE | 0.33% | 0.36% | 0.03%VGT |
| SNPSSYNOPSYS | 0.46% | 0.33% | 0.13%IYW |
| DDOGDATADOG CLASS A | 0.32% | 0.36% | 0.03%VGT |
| INTUINTUIT | 0.54% | 0.30% | 0.24%IYW |
| MPWRMONOLITHIC POWER SYSTEMS | 0.30% | 0.27% | 0.03%IYW |
| ADSKAUTODESK | 0.32% | 0.20% | 0.13%IYW |
| MCHPMICROCHIP TECHNOLOGY | 0.19% | 0.19% | ≈ even |
| TERTERADYNE | 0.19% | 0.27% | 0.08%VGT |
| NTAPNETAPP | 0.19% | 0.19% | 0.01%VGT |
| COHRCOHERENT | 0.18% | 0.21% | 0.03%VGT |
| WDAYWORKDAY | 0.22% | 0.18% | 0.04%IYW |
| TWLOTwilio Class A | 0.17% | 0.21% | 0.04%VGT |
| PPure Storage Class A | 0.16% | 0.20% | 0.03%VGT |
| ROPROPER TECHNOLOGIES | 0.27% | 0.16% | 0.11%IYW |
| MSTRMicroStrategy Class A | 0.26% | 0.16% | 0.09%IYW |
| OKTAOkta | 0.16% | 0.19% | 0.03%VGT |
| ALABAstera Labs | 0.16% | 0.23% | 0.07%VGT |
| HPQHP | 0.15% | 0.15% | 0.01%IYW |
| TEAMATLASSIAN | 0.16% | 0.15% | 0.02%IYW |
| ONON SEMICONDUCTOR | 0.14% | 0.14% | ≈ even |
| JBLJABIL | 0.14% | 0.15% | 0.01%VGT |
| FLEXFLEX LTD | 0.14% | 0.19% | 0.05%VGT |
| CTSHCOGNIZANT TECH SOLUTIONS A | 0.17% | 0.14% | 0.03%IYW |
| MDBMongoDB Class A | 0.13% | 0.13% | ≈ even |
| QQNITY ELECTRONICS | 0.13% | 0.13% | ≈ even |
| VRSNVERISIGN | 0.14% | 0.13% | 0.02%IYW |
| ZMZoom Video Communications Inc - Class A | 0.13% | 0.11% | 0.02%IYW |
| ZSZscaler | 0.12% | 0.11% | 0.01%IYW |
| ENTGEntegris | 0.11% | 0.13% | 0.02%VGT |
| CRDOCredo Technology Group Holding Ltd. | 0.11% | 0.15% | 0.05%VGT |
| FFIVF5 | 0.10% | 0.14% | 0.04%VGT |
| CDWCDW CORP/DE | 0.11% | 0.10% | 0.02%IYW |
| SWKSSKYWORKS SOLUTIONS | 0.10% | 0.10% | 0.01%IYW |
| PTC | 0.12% | 0.10% | 0.02%IYW |
| SNXTD SYNNEX | 0.09% | 0.11% | 0.02%VGT |
| RBRKRubrik Class A | 0.09% | 0.11% | 0.02%VGT |
| NTNXNUTANIX A | 0.09% | 0.11% | 0.02%VGT |
| DOCUDocusign Class A | 0.09% | 0.09% | ≈ even |
| TYLTYLER TECHNOLOGIES | 0.10% | 0.09% | 0.01%IYW |
| GDDYGODADDY CLASS A | 0.09% | 0.09% | ≈ even |
| UUnity Software | 0.10% | 0.09% | 0.01%IYW |
| SMCISUPER MICRO COMPUTER | 0.09% | 0.13% | 0.04%VGT |
| MANHManhattan Associates | 0.08% | 0.08% | ≈ even |
| IOTSamsara Class A | 0.08% | 0.09% | 0.01%VGT |
| LSCCLattice Semiconductor | 0.08% | 0.11% | 0.03%VGT |
| GENGEN DIGITAL | 0.09% | 0.07% | 0.02%IYW |
| GWREGuidewire Software | 0.08% | 0.07% | ≈ even |
| MTSIMACOM Technology Solutions Holdings | 0.07% | 0.11% | 0.03%VGT |
| ITGARTNER | 0.07% | 0.08% | 0.01%VGT |
| DTDynatrace | 0.07% | 0.10% | 0.03%VGT |
| AKAMAKAMAI TECHNOLOGIES | 0.06% | 0.09% | 0.03%VGT |
| FNFabrinet | 0.06% | 0.08% | 0.02%VGT |
| IONQIonQ | 0.06% | 0.07% | 0.02%VGT |
| HUBSHubSpot | 0.06% | 0.06% | 0.01%VGT |
| PCORProcore Technologies | 0.05% | 0.05% | ≈ even |
| ARWARROW ELECTRONICS | 0.05% | 0.09% | 0.04%VGT |
| EPAMEPAM Systems | 0.05% | 0.06% | 0.01%VGT |
| SMTCSemtech | 0.05% | 0.12% | 0.07%VGT |
| SITMSiTime | 0.04% | 0.09% | 0.05%VGT |
| ONTOOnto Innovation | 0.04% | 0.10% | 0.05%VGT |
| ESTCElastic NV | 0.04% | 0.07% | 0.03%VGT |
| GTLBGitlab Class A | 0.04% | 0.07% | 0.02%VGT |
| RMBSRambus | 0.04% | 0.08% | 0.04%VGT |
| BSYBentley Systems Class B | 0.04% | 0.05% | 0.01%VGT |
| AEISAdvanced Energy Industries | 0.04% | 0.08% | 0.04%VGT |
| SSentinelOne Class A | 0.04% | 0.07% | 0.03%VGT |
| DOCNDigitalOcean Holdings | 0.04% | 0.09% | 0.05%VGT |
| SANMSanmina | 0.04% | 0.08% | 0.05%VGT |
| TTMITTM Technologies | 0.04% | 0.08% | 0.04%VGT |
| AVTAVNET | 0.04% | 0.07% | 0.04%VGT |
| FORMFormFactor | 0.03% | 0.09% | 0.06%VGT |
| RNGRingCentral Class A | 0.03% | 0.06% | 0.03%VGT |
| CRUSCirrus Logic | 0.03% | 0.06% | 0.02%VGT |
| APPFAppfolio | 0.03% | 0.05% | 0.02%VGT |
| DBXDropbox Class A | 0.03% | 0.06% | 0.03%VGT |
| PATHUiPath Class A | 0.03% | 0.05% | 0.02%VGT |
| CCCCCC Intelligent Solutions Holdings | 0.02% | 0.05% | 0.02%VGT |
| AMKRAmkor Technology | 0.02% | 0.06% | 0.04%VGT |
| DLBDolby Laboratories Class A | 0.02% | 0.05% | 0.03%VGT |
| WULFTerawulf | 0.02% | 0.05% | 0.03%VGT |
| APLDApplied Digital | 0.02% | 0.05% | 0.03%VGT |
| OLEDUniversal Display | 0.02% | 0.04% | 0.02%VGT |
| KDKYNDRYL HOLDINGS | 0.02% | 0.03% | 0.01%VGT |
| ALGMAllegro MicroSystems | 0.02% | 0.05% | 0.03%VGT |
| PEGAPegasystems | 0.02% | 0.04% | 0.02%VGT |
| KVYOKlaviyo Class A | 0.02% | 0.02% | 0.01%VGT |
| IPGPIPG Photonics | 0.01% | 0.03% | 0.02%VGT |
| CRWVCoreWeave Class A | 0.08% | <0.01% | 0.08%IYW |
| IREN | 0.04% | <0.01% | 0.04%IYW |
| BMNRBITMINE IMMERSION TECHNOLOGI | 0.06% | <0.01% | 0.06%IYW |
| FIGFigma Class A | 0.02% | <0.01% | 0.02%IYW |
1–20 of 122
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 | 90.9% | 99.4% |
Communication Services | 8.4% | 0.0% |
Consumer Cyclical | 0.4% | 0.1% |
Industrials | 0.1% | 0.3% |
Financial Services | 0.1% | 0.3% |
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.