ETF & mutual fund overlap · Page updated November 8, 2026

IYW vs VONG: Holdings Overlap

iShares U.S. Technology ETF (IYW) and Vanguard Russell 1000 Growth ETF (VONG) share 93 holdings, with roughly 59.7% of their portfolio weight overlapping.

Holdings as of: IYW November 5, 2026 · VONG September 30, 2026.

Fund pages: IYW (iShares U.S. Technology ETF) · VONG (Vanguard Russell 1000 Growth ETF)

Weight overlap

59.7%

Shared portfolio weight

Shared holdings

93

Securities in both funds

Funds

IYW · VONG

Compared side by side

Compare IYW and VONG live →

Interactive charts, sector exposure, combined allocation, and the full overlap heatmap.

All 93 holdings IYW and VONG share

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.

HoldingIn IYWIn VONGWeight gap
NVDANVIDIA16.02%15.63%0.39%IYW
AAPLAPPLE18.82%7.65%11.17%IYW
MSFTMICROSOFT15.07%5.59%9.48%IYW
METAMETA PLATFORMS3.38%3.83%0.45%VONG
AVGOBROADCOM3.06%4.79%1.73%VONG
AMDADVANCED MICRO DEVICES2.51%2.92%0.41%VONG
GOOGLALPHABET2.40%5.88%3.48%VONG
MUMICRON TECHNOLOGY2.20%3.52%1.32%VONG
GOOGALPHABET CL C1.95%4.75%2.80%VONG
PLTRPALANTIR TECHNOLOGIES A1.95%1.22%0.73%IYW
LRCXLAM RESEARCH1.31%1.20%0.10%IYW
AMATAPPLIED MATERIALS1.43%1.19%0.24%IYW
PANWPALO ALTO NETWORKS1.43%0.94%0.49%IYW
CRWDCROWDSTRIKE HOLDINGS1.23%0.78%0.45%IYW
KLACKLA0.96%0.75%0.21%IYW
TXNTEXAS INSTRUMENTS1.43%0.75%0.68%IYW
ORCLORACLE1.15%0.69%0.46%IYW
SNDKSANDISK0.66%0.74%0.08%VONG
MRVLMARVELL TECHNOLOGY0.66%0.68%0.02%VONG
APHAMPHENOL0.99%0.61%0.39%IYW
WDCWESTERN DIGITAL0.52%0.46%0.06%IYW
NOWSERVICENOW0.59%0.40%0.19%IYW
GLWCORNING0.46%0.36%0.11%IYW
SNOWSnowflake0.51%0.33%0.18%IYW
NETCloudflare Class A0.44%0.33%0.12%IYW
FTNTFORTINET0.42%0.32%0.10%IYW
CDNSCADENCE DESIGN SYS0.49%0.27%0.22%IYW
DDOGDATADOG CLASS A0.32%0.26%0.06%IYW
APPAPPLOVIN0.48%0.20%0.28%IYW
DASHDOORDASH A0.38%0.20%0.18%IYW
ADBEADOBE0.55%0.19%0.36%IYW
MPWRMONOLITHIC POWER SYSTEMS0.30%0.19%0.12%IYW
TERTERADYNE0.19%0.18%≈ even
ALABAstera Labs0.16%0.16%≈ even
ADSKAUTODESK0.32%0.13%0.19%IYW
MCHPMICROCHIP TECHNOLOGY0.19%0.12%0.07%IYW
PPure Storage Class A0.16%0.10%0.06%IYW
CRDOCredo Technology Group Holding Ltd.0.11%0.10%0.01%IYW
JBLJABIL0.14%0.09%0.05%IYW
TEAMATLASSIAN0.16%0.08%0.08%IYW
CRWVCoreWeave Class A0.08%0.08%≈ even
MDBMongoDB Class A0.13%0.07%0.06%IYW
INTUINTUIT0.54%0.07%0.47%IYW
ZSZscaler0.12%0.06%0.06%IYW
RDDTReddit Class A0.07%0.06%0.02%IYW
MTSIMACOM Technology Solutions Holdings0.07%0.06%0.02%IYW
DELL0.54%0.06%0.48%IYW
LSCCLattice Semiconductor0.08%0.05%0.03%IYW
SMTCSemtech0.05%0.05%≈ even
FNFabrinet0.06%0.04%0.01%IYW
NTAPNETAPP0.19%0.04%0.15%IYW
SITMSiTime0.04%0.04%≈ even
TOSTToast Class A0.09%0.04%0.05%IYW
ADIANALOG DEVICES1.00%0.04%0.96%IYW
IOTSamsara Class A0.08%0.04%0.04%IYW
DOCNDigitalOcean Holdings0.04%0.04%≈ even
ITGARTNER0.07%0.04%0.04%IYW
GDDYGODADDY CLASS A0.09%0.04%0.05%IYW
RBRKRubrik Class A0.09%0.04%0.06%IYW
RMBSRambus0.04%0.03%0.01%IYW
MANHManhattan Associates0.08%0.03%0.05%IYW
COHRCOHERENT0.18%0.03%0.15%IYW
TTMITTM Technologies0.04%0.03%≈ even
FORMFormFactor0.03%0.03%≈ even
AEISAdvanced Energy Industries0.04%0.03%0.01%IYW
HUBSHubSpot0.06%0.03%0.03%IYW
TWLOTwilio Class A0.17%0.02%0.15%IYW
PCORProcore Technologies0.05%0.02%0.03%IYW
GWREGuidewire Software0.08%0.02%0.06%IYW
WULFTerawulf0.02%0.02%0.01%IYW
SSentinelOne Class A0.04%0.02%0.02%IYW
APPFAppfolio0.03%0.01%0.02%IYW
ALGMAllegro MicroSystems0.02%0.01%0.01%IYW
ESTCElastic NV0.04%0.01%0.03%IYW
SANMSanmina0.04%0.01%0.03%IYW
ENTGEntegris0.11%0.01%0.10%IYW
CARTMaplebear0.05%0.01%0.04%IYW
ONTOOnto Innovation0.04%0.01%0.03%IYW
DTDynatrace0.07%0.01%0.06%IYW
WDAYWORKDAY0.22%0.01%0.21%IYW
SMCISUPER MICRO COMPUTER0.09%0.01%0.08%IYW
FIGRFigure Technology Solutions Class A0.02%0.01%0.01%IYW
IREN0.04%0.01%0.03%IYW
ONON SEMICONDUCTOR0.14%<0.01%0.14%IYW
GENGEN DIGITAL0.09%<0.01%0.09%IYW
BSYBentley Systems Class B0.04%<0.01%0.04%IYW
PEGAPegasystems0.02%<0.01%0.01%IYW
DOCUDocusign Class A0.09%<0.01%0.08%IYW
RNGRingCentral Class A0.03%<0.01%0.03%IYW
QNTQuantinuum Class A<0.01%<0.01%≈ even
KVYOKlaviyo Class A0.02%<0.01%0.01%IYW
KDKYNDRYL HOLDINGS0.02%<0.01%0.02%IYW
NIQNIQ Global Intelligence0.01%<0.01%0.01%IYW

1–20 of 93

Sector exposure: IYW vs VONG

How each fund's equity holdings break down by sector, side by side — the clearest read on where the two funds tilt differently.

SectorIn IYWIn VONG
Technology
90.9%56.7%
Communication Services
8.4%16.3%
Consumer Cyclical
0.4%7.3%
Industrials
0.1%7.4%
Healthcare
0.0%5.4%
Financial Services
0.1%4.4%
Consumer Defensive
0.0%1.1%
Energy
0.0%0.5%
Real Estate
0.0%0.4%
Basic Materials
0.0%0.2%
Utilities
0.0%0.2%

Weights are of each fund’s classified equity holdings.

All holdings in IYW and VONG

IYW

VONG


What does ETF overlap mean?

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.

Related comparisons

Computed on November 8, 2026 from the latest holdings each fund has published (dated at the top of the page). Holdings change over time. For information only — not investment advice.