State Street® SPDR® Portfolio S&P 500® Growth ETF (SPYG) and Vanguard Information Technology ETF (VGT) share 39 holdings, with roughly 52.4% of their portfolio weight overlapping.
Weight overlap
52.4%
Shared portfolio weight
Shared holdings
39
Securities in both funds
Funds
SPYG · 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 SPYG | In VGT | Weight gap |
|---|---|---|---|
| NVDANVIDIA | 14.84% | 17.15% | 2.31%VGT |
| MSFTMicrosoft | 10.27% | 10.96% | 0.69%VGT |
| AAPLApple | 6.73% | 16.24% | 9.51%VGT |
| AVGOBROADCOM | 4.79% | 4.21% | 0.58%SPYG |
| MUMICRON TECHNOLOGY | 3.09% | 3.82% | 0.73%VGT |
| AMDADVANCED MICRO DEVICES | 2.30% | 3.18% | 0.88%VGT |
| PLTRPALANTIR TECHNOLOGIES A | 1.07% | 1.13% | 0.06%VGT |
| LRCXLAM RESEARCH | 1.05% | 1.54% | 0.49%VGT |
| AMATAPPLIED MATERIALS | 1.01% | 1.69% | 0.68%VGT |
| SNDKSANDISK | 0.70% | 0.75% | 0.05%VGT |
| KLACKLA | 0.65% | 1.02% | 0.37%VGT |
| CSCOCISCO SYSTEMS | 0.63% | 1.91% | 1.28%VGT |
| CRWDCROWDSTRIKE HOLDINGS A | 0.60% | 0.83% | 0.23%VGT |
| ANETARISTA NETWORKS | 0.55% | 0.83% | 0.28%VGT |
| APHAMPHENOL CL A | 0.55% | 0.85% | 0.30%VGT |
| PANWPALO ALTO NETWORKS | 0.43% | 1.16% | 0.73%VGT |
| ORCLORACLE | 0.38% | 0.90% | 0.52%VGT |
| STXSEAGATE TECHNOLOGY HOLDINGS | 0.35% | 0.82% | 0.47%VGT |
| IBMInternational Business Machines | 0.32% | 0.87% | 0.55%VGT |
| MRVLMARVELL TECHNOLOGY | 0.26% | 0.70% | 0.44%VGT |
| GLWCORNING | 0.25% | 0.49% | 0.24%VGT |
| NOWSERVICENOW | 0.23% | 0.49% | 0.26%VGT |
| DDOGDATADOG CLASS A | 0.21% | 0.40% | 0.19%VGT |
| LITELUMENTUM HOLDINGS | 0.20% | 0.25% | 0.05%VGT |
| FTNTFORTINET | 0.17% | 0.48% | 0.31%VGT |
| COHRCOHERENT | 0.16% | 0.21% | 0.05%VGT |
| MPWRMONOLITHIC POWER SYSTEMS | 0.16% | 0.32% | 0.16%VGT |
| CDNSCADENCE DESIGN SYS | 0.14% | 0.43% | 0.29%VGT |
| INTUINTUIT | 0.14% | 0.38% | 0.24%VGT |
| CIENCIENA | 0.13% | 0.25% | 0.12%VGT |
| TELTE CONNECTIVITY | 0.12% | 0.29% | 0.17%VGT |
| FLEXFLEX LTD | 0.11% | 0.21% | 0.10%VGT |
| TERTERADYNE | 0.09% | 0.29% | 0.20%VGT |
| ADSKAUTODESK | 0.07% | 0.25% | 0.18%VGT |
| VRSNVERISIGN | 0.07% | 0.14% | 0.07%VGT |
| FSLRFIRST SOLAR | 0.06% | 0.13% | 0.07%VGT |
| JBLJABIL | 0.05% | 0.18% | 0.13%VGT |
| WDAYWORKDAY CLASS A | 0.05% | 0.18% | 0.13%VGT |
| FICOFAIR ISAAC | 0.03% | 0.15% | 0.12%VGT |
1–20 of 39
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 SPYG | In VGT |
|---|---|---|
Technology | 53.5% | 99.2% |
Communication Services | 15.2% | 0.0% |
Financial Services | 9.1% | 0.4% |
Consumer Cyclical | 8.3% | 0.1% |
Healthcare | 6.1% | 0.0% |
Industrials | 5.5% | 0.3% |
Consumer Defensive | 1.0% | 0.0% |
Real Estate | 0.6% | 0.0% |
Basic Materials | 0.4% | 0.0% |
Utilities | 0.4% | 0.0% |
Weights are of each fund’s classified equity holdings.
SPYG
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.