iShares U.S. Technology ETF (IYW) and Vanguard Information Technology ETF (VGT) share 122 holdings, with roughly 83.2% of their portfolio weight overlapping.
Holdings as of: IYW October 29, 2026 · VGT September 30, 2026.
Fund pages: IYW (iShares U.S. Technology ETF) · VGT (Vanguard Information Technology ETF)
Weight overlap
83.2%
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 | 16.65% | 17.58% | 0.93%VGT |
| AAPLAPPLE | 16.86% | 15.91% | 0.95%IYW |
| MSFTMICROSOFT | 13.17% | 11.16% | 2.02%IYW |
| AVGOBROADCOM | 3.20% | 4.11% | 0.91%VGT |
| AMDADVANCED MICRO DEVICES | 3.11% | 3.67% | 0.57%VGT |
| MUMICRON TECHNOLOGY | 2.77% | 4.45% | 1.68%VGT |
| INTCINTEL | 2.10% | 1.98% | 0.12%IYW |
| LRCXLAM RESEARCH | 1.59% | 1.55% | 0.03%IYW |
| PLTRPALANTIR TECHNOLOGIES A | 2.18% | 1.55% | 0.63%IYW |
| AMATAPPLIED MATERIALS | 1.67% | 1.53% | 0.14%IYW |
| PANWPALO ALTO NETWORKS | 1.53% | 1.24% | 0.30%IYW |
| CRWDCROWDSTRIKE HOLDINGS | 1.31% | 1.02% | 0.29%IYW |
| KLACKLA | 1.09% | 0.98% | 0.11%IYW |
| TXNTEXAS INSTRUMENTS | 1.42% | 0.98% | 0.45%IYW |
| SNDKSANDISK | 0.97% | 0.97% | 0.01%VGT |
| MRVLMARVELL TECHNOLOGY | 0.95% | 0.88% | 0.07%IYW |
| ORCLORACLE | 1.19% | 0.85% | 0.34%IYW |
| APHAMPHENOL | 1.01% | 0.80% | 0.21%IYW |
| IBMINTERNATIONAL BUSINESS MACHINES | 1.21% | 0.77% | 0.44%IYW |
| QCOMQUALCOMM | 0.98% | 0.76% | 0.22%IYW |
| ADIANALOG DEVICES | 1.06% | 0.75% | 0.30%IYW |
| CRMSALESFORCE | 0.92% | 0.72% | 0.20%IYW |
| DELL | 0.71% | 0.65% | 0.07%IYW |
| WDCWESTERN DIGITAL | 0.68% | 0.61% | 0.06%IYW |
| NOWSERVICENOW | 0.56% | 0.54% | 0.03%IYW |
| GLWCORNING | 0.51% | 0.49% | 0.02%IYW |
| SNOWSnowflake | 0.55% | 0.45% | 0.10%IYW |
| NETCloudflare Class A | 0.50% | 0.45% | 0.05%IYW |
| FTNTFORTINET | 0.42% | 0.46% | 0.04%VGT |
| ADBEADOBE | 0.49% | 0.39% | 0.11%IYW |
| CDNSCADENCE DESIGN SYS | 0.47% | 0.38% | 0.10%IYW |
| HPEHEWLETT PACKARD ENTERPRISE | 0.39% | 0.36% | 0.03%IYW |
| DDOGDATADOG CLASS A | 0.44% | 0.36% | 0.08%IYW |
| SNPSSYNOPSYS | 0.46% | 0.33% | 0.13%IYW |
| INTUINTUIT | 0.44% | 0.30% | 0.15%IYW |
| MPWRMONOLITHIC POWER SYSTEMS | 0.28% | 0.27% | 0.01%IYW |
| TERTERADYNE | 0.23% | 0.27% | 0.04%VGT |
| ALABAstera Labs | 0.22% | 0.23% | 0.01%VGT |
| COHRCOHERENT | 0.22% | 0.21% | 0.02%IYW |
| PPure Storage Class A | 0.21% | 0.20% | 0.01%IYW |
| ADSKAUTODESK | 0.25% | 0.20% | 0.06%IYW |
| NTAPNETAPP | 0.21% | 0.19% | 0.02%IYW |
| MCHPMICROCHIP TECHNOLOGY | 0.21% | 0.19% | 0.02%IYW |
| OKTAOkta | 0.18% | 0.19% | ≈ even |
| WDAYWORKDAY | 0.19% | 0.18% | 0.01%IYW |
| TWLOTwilio Class A | 0.18% | 0.21% | 0.03%VGT |
| FLEXFLEX LTD | 0.17% | 0.19% | 0.02%VGT |
| ROPROPER TECHNOLOGIES | 0.22% | 0.16% | 0.06%IYW |
| MSTRMicroStrategy Class A | 0.25% | 0.16% | 0.09%IYW |
| TEAMATLASSIAN | 0.16% | 0.15% | 0.02%IYW |
| JBLJABIL | 0.15% | 0.15% | ≈ even |
| HPQHP | 0.15% | 0.15% | ≈ even |
| ONON SEMICONDUCTOR | 0.15% | 0.14% | ≈ even |
| CTSHCOGNIZANT TECH SOLUTIONS A | 0.14% | 0.14% | ≈ even |
| CRDOCredo Technology Group Holding Ltd. | 0.14% | 0.15% | 0.02%VGT |
| MDBMongoDB Class A | 0.15% | 0.13% | 0.02%IYW |
| QQNITY ELECTRONICS | 0.13% | 0.13% | 0.01%VGT |
| VRSNVERISIGN | 0.12% | 0.13% | ≈ even |
| ENTGEntegris | 0.12% | 0.13% | 0.01%VGT |
| ZMZoom Video Communications Inc - Class A | 0.13% | 0.11% | 0.02%IYW |
| ZSZscaler | 0.13% | 0.11% | 0.02%IYW |
| RBRKRubrik Class A | 0.10% | 0.11% | 0.01%VGT |
| FFIVF5 | 0.10% | 0.14% | 0.04%VGT |
| SNXTD SYNNEX | 0.10% | 0.11% | 0.01%VGT |
| CDWCDW CORP/DE | 0.11% | 0.10% | 0.01%IYW |
| SWKSSKYWORKS SOLUTIONS | 0.10% | 0.10% | ≈ even |
| PTC | 0.11% | 0.10% | 0.01%IYW |
| SMCISUPER MICRO COMPUTER | 0.10% | 0.13% | 0.03%VGT |
| NTNXNUTANIX A | 0.09% | 0.11% | 0.02%VGT |
| DTDynatrace | 0.09% | 0.10% | 0.01%VGT |
| MTSIMACOM Technology Solutions Holdings | 0.09% | 0.11% | 0.02%VGT |
| DOCUDocusign Class A | 0.08% | 0.09% | 0.01%VGT |
| TYLTYLER TECHNOLOGIES | 0.08% | 0.09% | 0.01%VGT |
| GENGEN DIGITAL | 0.08% | 0.07% | ≈ even |
| ITGARTNER | 0.07% | 0.08% | 0.01%VGT |
| LSCCLattice Semiconductor | 0.07% | 0.11% | 0.03%VGT |
| IOTSamsara Class A | 0.07% | 0.09% | 0.02%VGT |
| AKAMAKAMAI TECHNOLOGIES | 0.07% | 0.09% | 0.02%VGT |
| UUnity Software | 0.07% | 0.09% | 0.01%VGT |
| MANHManhattan Associates | 0.07% | 0.08% | 0.01%VGT |
| GDDYGODADDY CLASS A | 0.07% | 0.09% | 0.02%VGT |
| GWREGuidewire Software | 0.07% | 0.07% | 0.01%VGT |
| SMTCSemtech | 0.07% | 0.12% | 0.05%VGT |
| FNFabrinet | 0.06% | 0.08% | 0.02%VGT |
| IONQIonQ | 0.06% | 0.07% | 0.01%VGT |
| HUBSHubSpot | 0.06% | 0.06% | ≈ even |
| ARWARROW ELECTRONICS | 0.06% | 0.09% | 0.03%VGT |
| ONTOOnto Innovation | 0.05% | 0.10% | 0.04%VGT |
| SITMSiTime | 0.05% | 0.09% | 0.04%VGT |
| RMBSRambus | 0.05% | 0.08% | 0.03%VGT |
| DOCNDigitalOcean Holdings | 0.05% | 0.09% | 0.04%VGT |
| ESTCElastic NV | 0.05% | 0.07% | 0.02%VGT |
| AEISAdvanced Energy Industries | 0.05% | 0.08% | 0.03%VGT |
| TTMITTM Technologies | 0.04% | 0.08% | 0.03%VGT |
| GTLBGitlab Class A | 0.04% | 0.07% | 0.02%VGT |
| SANMSanmina | 0.04% | 0.08% | 0.04%VGT |
| SSentinelOne Class A | 0.04% | 0.07% | 0.03%VGT |
| FORMFormFactor | 0.04% | 0.09% | 0.06%VGT |
| AVTAVNET | 0.04% | 0.07% | 0.04%VGT |
| PCORProcore Technologies | 0.04% | 0.05% | 0.02%VGT |
| EPAMEPAM Systems | 0.03% | 0.06% | 0.02%VGT |
| BSYBentley Systems Class B | 0.03% | 0.05% | 0.02%VGT |
| RNGRingCentral Class A | 0.03% | 0.06% | 0.03%VGT |
| CRUSCirrus Logic | 0.03% | 0.06% | 0.03%VGT |
| DBXDropbox Class A | 0.03% | 0.06% | 0.03%VGT |
| PATHUiPath Class A | 0.03% | 0.05% | 0.02%VGT |
| AMKRAmkor Technology | 0.03% | 0.06% | 0.03%VGT |
| APLDApplied Digital | 0.03% | 0.05% | 0.03%VGT |
| APPFAppfolio | 0.02% | 0.05% | 0.03%VGT |
| WULFTerawulf | 0.02% | 0.05% | 0.03%VGT |
| ALGMAllegro MicroSystems | 0.02% | 0.05% | 0.03%VGT |
| CCCCCC Intelligent Solutions Holdings | 0.02% | 0.05% | 0.03%VGT |
| DLBDolby Laboratories Class A | 0.02% | 0.05% | 0.03%VGT |
| OLEDUniversal Display | 0.02% | 0.04% | 0.03%VGT |
| KDKYNDRYL HOLDINGS | 0.02% | 0.03% | 0.02%VGT |
| PEGAPegasystems | 0.01% | 0.04% | 0.03%VGT |
| KVYOKlaviyo Class A | 0.01% | 0.02% | 0.01%VGT |
| IPGPIPG Photonics | 0.01% | 0.03% | 0.02%VGT |
| CRWVCoreWeave Class A | 0.09% | <0.01% | 0.09%IYW |
| IREN | 0.05% | <0.01% | 0.05%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 | 92.0% | 99.4% |
Communication Services | 7.4% | 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.