iShares U.S. Technology ETF (IYW) and Vanguard Information Technology ETF (VGT) share 123 holdings, with roughly 82.7% of their portfolio weight overlapping.
Weight overlap
82.7%
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 | 16.77% | 17.73% | 0.96%VGT |
| AAPLApple | 15.55% | 15.79% | 0.24%VGT |
| MSFTMicrosoft | 11.85% | 11.51% | 0.34%IYW |
| AVGOBROADCOM | 3.11% | 4.52% | 1.41%VGT |
| MUMICRON TECHNOLOGY | 3.07% | 4.18% | 1.11%VGT |
| AMDADVANCED MICRO DEVICES | 3.31% | 2.95% | 0.36%IYW |
| PLTRPALANTIR TECHNOLOGIES A | 2.05% | 1.61% | 0.44%IYW |
| INTCINTEL | 2.78% | 1.54% | 1.24%IYW |
| LRCXLAM RESEARCH | 1.84% | 1.49% | 0.35%IYW |
| AMATAPPLIED MATERIALS | 1.80% | 1.43% | 0.37%IYW |
| PANWPALO ALTO NETWORKS | 1.50% | 1.24% | 0.26%IYW |
| ORCLORACLE | 1.14% | 0.97% | 0.17%IYW |
| TXNTEXAS INSTRUMENTS | 1.18% | 0.95% | 0.23%IYW |
| CRWDCROWDSTRIKE HOLDINGS A | 1.25% | 0.93% | 0.32%IYW |
| KLACKLA | 1.17% | 0.92% | 0.25%IYW |
| SNDKSANDISK | 1.22% | 0.91% | 0.31%IYW |
| IBMInternational Business Machines | 1.02% | 0.86% | 0.16%IYW |
| CRMSALESFORCE | 0.91% | 0.84% | 0.07%IYW |
| APHAMPHENOL CL A | 0.97% | 0.78% | 0.19%IYW |
| MRVLMARVELL TECHNOLOGY | 1.08% | 0.73% | 0.35%IYW |
| QCOMQUALCOMM | 0.98% | 0.73% | 0.25%IYW |
| ADIANALOG DEVICES | 0.89% | 0.72% | 0.17%IYW |
| WDCWESTERN DIGITAL | 0.74% | 0.64% | 0.10%IYW |
| NOWSERVICENOW | 0.68% | 0.62% | 0.06%IYW |
| DELLDELL TECHNOLOGIES C | 0.77% | 0.57% | 0.20%IYW |
| GLWCORNING | 0.58% | 0.49% | 0.09%IYW |
| FTNTFORTINET | 0.52% | 0.46% | 0.06%IYW |
| SNOWSnowflake | 0.54% | 0.46% | 0.08%IYW |
| ADBEADOBE | 0.45% | 0.49% | 0.04%VGT |
| NETCloudflare Class A | 0.55% | 0.41% | 0.14%IYW |
| CDNSCADENCE DESIGN SYS | 0.42% | 0.40% | 0.02%IYW |
| INTUINTUIT | 0.35% | 0.40% | 0.05%VGT |
| SNPSSYNOPSYS | 0.38% | 0.35% | 0.03%IYW |
| DDOGDATADOG CLASS A | 0.40% | 0.32% | 0.08%IYW |
| HPEHEWLETT PACKARD ENTERPRISE | 0.40% | 0.31% | 0.09%IYW |
| MPWRMONOLITHIC POWER SYSTEMS | 0.30% | 0.27% | 0.03%IYW |
| TERTERADYNE | 0.29% | 0.25% | 0.04%IYW |
| ADSKAUTODESK | 0.21% | 0.25% | 0.04%VGT |
| COHRCOHERENT | 0.26% | 0.21% | 0.05%IYW |
| ALABAstera Labs | 0.26% | 0.20% | 0.06%IYW |
| FLEXFLEX LTD | 0.20% | 0.19% | 0.01%IYW |
| MCHPMICROCHIP TECHNOLOGY | 0.19% | 0.19% | ≈ even |
| NTAPNETAPP | 0.19% | 0.18% | 0.01%IYW |
| WDAYWORKDAY CLASS A | 0.18% | 0.19% | 0.01%VGT |
| ROPROPER TECHNOLOGIES | 0.17% | 0.21% | 0.04%VGT |
| TWLOTwilio Class A | 0.21% | 0.17% | 0.04%IYW |
| CRDOCredo Technology Group Holding Ltd. | 0.16% | 0.19% | 0.03%VGT |
| MDBMongoDB Class A | 0.16% | 0.18% | 0.02%VGT |
| OKTAOkta | 0.16% | 0.16% | ≈ even |
| JBLJABIL | 0.15% | 0.16% | 0.01%VGT |
| MSTRMicroStrategy Class A | 0.27% | 0.15% | 0.12%IYW |
| TEAMAtlassian Class A | 0.15% | 0.17% | 0.02%VGT |
| PPure Storage Class A | 0.18% | 0.15% | 0.03%IYW |
| HPQHP | 0.14% | 0.15% | 0.01%VGT |
| ONON SEMICONDUCTOR | 0.14% | 0.14% | ≈ even |
| CTSHCOGNIZANT TECH SOLUTIONS A | 0.12% | 0.16% | 0.04%VGT |
| FFIVF5 | 0.12% | 0.13% | 0.01%VGT |
| QQNITY ELECTRONICS | 0.12% | 0.13% | 0.01%VGT |
| ENTGEntegris | 0.11% | 0.12% | 0.01%VGT |
| SMCISUPER MICRO COMPUTER | 0.11% | 0.12% | 0.01%VGT |
| VRSNVERISIGN | 0.11% | 0.13% | 0.02%VGT |
| ZMZoom Video Communications Inc - Class A | 0.11% | 0.13% | 0.02%VGT |
| ZSZscaler | 0.11% | 0.11% | ≈ even |
| SNXTD SYNNEX | 0.10% | 0.11% | 0.01%VGT |
| CDWCDW CORP/DE | 0.09% | 0.12% | 0.03%VGT |
| MTSIMACOM Technology Solutions Holdings | 0.09% | 0.10% | 0.01%VGT |
| NTNXNUTANIX A | 0.09% | 0.11% | 0.02%VGT |
| DTDynatrace | 0.08% | 0.10% | 0.02%VGT |
| LSCCLattice Semiconductor | 0.08% | 0.10% | 0.02%VGT |
| RBRKRubrik Class A | 0.08% | 0.09% | 0.01%VGT |
| SMTCSemtech | 0.08% | 0.09% | 0.01%VGT |
| AKAMAKAMAI TECHNOLOGIES | 0.07% | 0.10% | 0.03%VGT |
| DOCNDigitalOcean Holdings | 0.07% | 0.08% | 0.01%VGT |
| FNFabrinet | 0.07% | 0.08% | 0.01%VGT |
| IONQIonQ | 0.08% | 0.07% | 0.01%IYW |
| IOTSamsara Class A | 0.07% | 0.10% | 0.03%VGT |
| ONTOOnto Innovation | 0.07% | 0.09% | 0.02%VGT |
| PTC | 0.07% | 0.11% | 0.04%VGT |
| SITMSiTime | 0.07% | 0.08% | 0.01%VGT |
| UUnity Software | 0.07% | 0.09% | 0.02%VGT |
| ARWArrow Electronics | 0.06% | 0.08% | 0.02%VGT |
| DOCUDocusign Class A | 0.06% | 0.09% | 0.03%VGT |
| GDDYGODADDY CLASS A | 0.06% | 0.09% | 0.03%VGT |
| GENGEN DIGITAL | 0.06% | 0.11% | 0.05%VGT |
| GWREGuidewire Software | 0.06% | 0.11% | 0.05%VGT |
| ITGARTNER | 0.06% | 0.09% | 0.03%VGT |
| MANHManhattan Associates | 0.06% | 0.10% | 0.04%VGT |
| SWKSSKYWORKS SOLUTIONS | 0.06% | 0.08% | 0.02%VGT |
| TTMITTM Technologies | 0.06% | 0.08% | 0.02%VGT |
| TYLTYLER TECHNOLOGIES | 0.06% | 0.10% | 0.04%VGT |
| AEISAdvanced Energy Industries | 0.05% | 0.08% | 0.03%VGT |
| FORMFormFactor | 0.05% | 0.07% | 0.02%VGT |
| HUBSHubSpot | 0.05% | 0.08% | 0.03%VGT |
| RMBSRambus | 0.05% | 0.07% | 0.02%VGT |
| SANMSanmina | 0.05% | 0.08% | 0.03%VGT |
| AVTAvnet | 0.04% | 0.07% | 0.03%VGT |
| ESTCElastic NV | 0.04% | 0.08% | 0.04%VGT |
| GTLBGitlab Class A | 0.04% | 0.07% | 0.03%VGT |
| QRVOQorvo | 0.04% | 0.07% | 0.03%VGT |
| SSentinelOne Class A | 0.04% | 0.07% | 0.03%VGT |
| AMKRAmkor Technology | 0.03% | 0.06% | 0.03%VGT |
| APLDApplied Digital | 0.03% | 0.06% | 0.03%VGT |
| CRUSCirrus Logic | 0.03% | 0.05% | 0.02%VGT |
| EPAMEPAM Systems | 0.03% | 0.07% | 0.04%VGT |
| PCORProcore Technologies | 0.03% | 0.07% | 0.04%VGT |
| RNGRingCentral Class A | 0.03% | 0.06% | 0.03%VGT |
| WULFTerawulf | 0.03% | 0.05% | 0.02%VGT |
| ALGMAllegro MicroSystems | 0.02% | 0.06% | 0.04%VGT |
| APPFAppfolio | 0.02% | 0.07% | 0.05%VGT |
| BSYBentley Systems Class B | 0.02% | 0.06% | 0.04%VGT |
| CCCCCC Intelligent Solutions Holdings | 0.02% | 0.05% | 0.03%VGT |
| DBXDropbox Class A | 0.02% | 0.06% | 0.04%VGT |
| DLBDolby Laboratories Class A | 0.02% | 0.05% | 0.03%VGT |
| PATHUiPath Class A | 0.02% | 0.08% | 0.06%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 |
| OLEDUniversal Display | 0.01% | 0.05% | 0.04%VGT |
| PEGAPegasystems | 0.01% | 0.05% | 0.04%VGT |
| BMNRBITMINE IMMERSION TECHNOLOGI | 0.08% | 0.00% | 0.08%IYW |
| CRWVCoreWeave Class A | 0.13% | 0.00% | 0.13%IYW |
| FIGFigma Class A | 0.02% | 0.00% | 0.02%IYW |
| IRENIREN Ltd | 0.08% | 0.00% | 0.08%IYW |
1–20 of 123
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 | 90.6% | 99.3% |
Communication Services | 8.7% | 0.0% |
Financial Services | 0.2% | 0.3% |
Consumer Cyclical | 0.4% | 0.1% |
Industrials | 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.