iShares U.S. Technology ETF (IYW) and Vanguard Russell 1000 Growth ETF (VONG) share 93 holdings, with roughly 66% of their portfolio weight overlapping.
Weight overlap
66%
Shared portfolio weight
Shared holdings
93
Securities in both funds
Funds
IYW · VONG
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 VONG | Weight gap |
|---|---|---|---|
| NVDANVIDIA | 14.15% | 13.81% | 0.34%IYW |
| AAPLApple | 12.64% | 6.71% | 5.93%IYW |
| GOOGLAlphabet | 5.90% | 6.16% | 0.26%VONG |
| GOOGALPHABET CL C | 4.80% | 4.97% | 0.17%VONG |
| AVGOBROADCOM | 4.75% | 5.20% | 0.45%VONG |
| MSFTMicrosoft | 10.92% | 4.10% | 6.82%IYW |
| MUMICRON TECHNOLOGY | 3.02% | 3.85% | 0.83%VONG |
| METAMETA PLATFORMS CLASS A | 3.82% | 3.00% | 0.82%IYW |
| AMDADVANCED MICRO DEVICES | 2.99% | 2.80% | 0.19%IYW |
| AMATAPPLIED MATERIALS | 2.07% | 1.70% | 0.37%IYW |
| LRCXLAM RESEARCH | 1.89% | 1.60% | 0.29%IYW |
| KLACKLA | 1.25% | 1.17% | 0.08%IYW |
| SNDKSANDISK | 0.91% | 0.98% | 0.07%VONG |
| PANWPALO ALTO NETWORKS | 1.44% | 0.81% | 0.63%IYW |
| TXNTEXAS INSTRUMENTS | 1.25% | 0.80% | 0.45%IYW |
| MRVLMARVELL TECHNOLOGY | 0.91% | 0.77% | 0.14%IYW |
| PLTRPALANTIR TECHNOLOGIES A | 1.72% | 0.77% | 0.95%IYW |
| ORCLORACLE | 1.22% | 0.74% | 0.48%IYW |
| APHAMPHENOL CL A | 1.04% | 0.64% | 0.40%IYW |
| WDCWESTERN DIGITAL | 0.76% | 0.64% | 0.12%IYW |
| GLWCORNING | 0.62% | 0.60% | 0.02%IYW |
| CRWDCROWDSTRIKE HOLDINGS A | 1.03% | 0.57% | 0.46%IYW |
| VRTVERTIV HOLDINGS A | 0.52% | 0.38% | 0.14%IYW |
| APPAPPLOVIN CLASS A | 0.40% | 0.37% | 0.03%IYW |
| CDNSCADENCE DESIGN SYS | 0.46% | 0.31% | 0.15%IYW |
| NOWSERVICENOW | 0.60% | 0.30% | 0.30%IYW |
| FTNTFORTINET | 0.48% | 0.28% | 0.20%IYW |
| DDOGDATADOG CLASS A | 0.37% | 0.25% | 0.12%IYW |
| SNOWSnowflake | 0.53% | 0.25% | 0.28%IYW |
| NETCloudflare Class A | 0.45% | 0.23% | 0.22%IYW |
| ALABAstera Labs | 0.25% | 0.22% | 0.03%IYW |
| TERTERADYNE | 0.30% | 0.22% | 0.08%IYW |
| DASHDOORDASH A | 0.40% | 0.20% | 0.20%IYW |
| MPWRMONOLITHIC POWER SYSTEMS | 0.32% | 0.19% | 0.13%IYW |
| ADBEADOBE | 0.52% | 0.17% | 0.35%IYW |
| MCHPMICROCHIP TECHNOLOGY | 0.20% | 0.14% | 0.06%IYW |
| CRDOCredo Technology Group Holding Ltd. | 0.19% | 0.13% | 0.06%IYW |
| ADSKAUTODESK | 0.25% | 0.12% | 0.13%IYW |
| JBLJABIL | 0.18% | 0.12% | 0.06%IYW |
| CRWVCoreWeave Class A | 0.15% | 0.10% | 0.05%IYW |
| MTSIMACOM Technology Solutions Holdings | 0.10% | 0.08% | 0.02%IYW |
| INTUINTUIT | 0.43% | 0.07% | 0.36%IYW |
| MDBMongoDB Class A | 0.14% | 0.07% | 0.07%IYW |
| RDDTReddit Class A | 0.10% | 0.07% | 0.03%IYW |
| FNFabrinet | 0.10% | 0.06% | 0.04%IYW |
| LSCCLattice Semiconductor | 0.09% | 0.06% | 0.03%IYW |
| PPure Storage Class A | 0.13% | 0.06% | 0.07%IYW |
| DELLDELL TECHNOLOGIES C | 0.65% | 0.05% | 0.60%IYW |
| SITMSiTime | 0.08% | 0.05% | 0.03%IYW |
| TTMITTM Technologies | 0.07% | 0.05% | 0.02%IYW |
| ADIANALOG DEVICES | 0.91% | 0.04% | 0.87%IYW |
| AEISAdvanced Energy Industries | 0.06% | 0.04% | 0.02%IYW |
| COHRCOHERENT | 0.29% | 0.04% | 0.25%IYW |
| DOCNDigitalOcean Holdings | 0.05% | 0.04% | 0.01%IYW |
| FORMFormFactor | 0.04% | 0.04% | ≈ even |
| RMBSRambus | 0.05% | 0.04% | 0.01%IYW |
| SMTCSemtech | 0.06% | 0.04% | 0.02%IYW |
| TEAMAtlassian Class A | 0.09% | 0.04% | 0.05%IYW |
| TOSTToast Class A | 0.08% | 0.04% | 0.04%IYW |
| ZSZscaler | 0.08% | 0.04% | 0.04%IYW |
| ALGMAllegro MicroSystems | 0.03% | 0.03% | ≈ even |
| GDDYGODADDY CLASS A | 0.06% | 0.03% | 0.03%IYW |
| IOTSamsara Class A | 0.06% | 0.03% | 0.03%IYW |
| NTAPNETAPP | 0.19% | 0.03% | 0.16%IYW |
| RBRKRubrik Class A | 0.06% | 0.03% | 0.03%IYW |
| WULFTerawulf | 0.03% | 0.03% | ≈ even |
| GWREGuidewire Software | 0.07% | 0.02% | 0.05%IYW |
| HUBSHubSpot | 0.05% | 0.02% | 0.03%IYW |
| ITGARTNER | 0.06% | 0.02% | 0.04%IYW |
| MANHManhattan Associates | 0.06% | 0.02% | 0.04%IYW |
| APPFAppfolio | 0.02% | 0.01% | 0.01%IYW |
| CARTMaplebear | 0.03% | 0.01% | 0.02%IYW |
| DTDynatrace | 0.07% | 0.01% | 0.06%IYW |
| ENTGEntegris | 0.11% | 0.01% | 0.10%IYW |
| ESTCElastic NV | 0.03% | 0.01% | 0.02%IYW |
| FIGRFigure Technology Solutions Class A | 0.02% | 0.01% | 0.01%IYW |
| ONON SEMICONDUCTOR | 0.15% | 0.01% | 0.14%IYW |
| ONTOOnto Innovation | 0.07% | 0.01% | 0.06%IYW |
| PCORProcore Technologies | 0.03% | 0.01% | 0.02%IYW |
| SSentinelOne Class A | 0.03% | 0.01% | 0.02%IYW |
| SANMSanmina | 0.05% | 0.01% | 0.04%IYW |
| TWLOTwilio Class A | 0.14% | 0.01% | 0.13%IYW |
| WDAYWORKDAY CLASS A | 0.17% | 0.01% | 0.16%IYW |
| IRENIREN Ltd | 0.06% | 0.01% | 0.05%IYW |
| BSYBentley Systems Class B | 0.03% | 0.00% | 0.03%IYW |
| DOCUDocusign Class A | 0.05% | 0.00% | 0.05%IYW |
| GENGEN DIGITAL | 0.07% | 0.00% | 0.07%IYW |
| KDKyndryl Holdings | 0.02% | 0.00% | 0.02%IYW |
| KVYOKlaviyo Class A | 0.01% | 0.00% | 0.01%IYW |
| NIQNIQ Global Intelligence | 0.00% | 0.00% | ≈ even |
| PEGAPegasystems | 0.01% | 0.00% | 0.01%IYW |
| RNGRingCentral Class A | 0.02% | 0.00% | 0.02%IYW |
| SMCISUPER MICRO COMPUTER | 0.08% | 0.00% | 0.08%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 VONG |
|---|---|---|
Technology | 83.6% | 54.2% |
Communication Services | 15.1% | 16.0% |
Industrials | 0.6% | 9.0% |
Consumer Cyclical | 0.4% | 8.6% |
Healthcare | 0.0% | 5.5% |
Financial Services | 0.2% | 4.2% |
Consumer Defensive | 0.0% | 1.1% |
Energy | 0.0% | 0.5% |
Real Estate | 0.0% | 0.4% |
Utilities | 0.0% | 0.3% |
Basic Materials | 0.0% | 0.2% |
Weights are of each fund’s classified equity holdings.
IYW
VONG
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.