ETF & mutual fund overlap · Page updated November 1, 2026

IYW vs VOO: Holdings Overlap

iShares U.S. Technology ETF (IYW) and Vanguard S&P 500 ETF (VOO) share 66 holdings, with roughly 44.1% of their portfolio weight overlapping.

Holdings as of: IYW October 29, 2026 · VOO September 30, 2026.

Fund pages: IYW (iShares U.S. Technology ETF) · VOO (Vanguard S&P 500 ETF)

Weight overlap

44.1%

Shared portfolio weight

Shared holdings

66

Securities in both funds

Funds

IYW · VOO

Compared side by side

Compare IYW and VOO live →

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

All 66 holdings IYW and VOO 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 VOOWeight gap
NVDANVIDIA16.65%8.39%8.26%IYW
AAPLAPPLE16.86%7.38%9.48%IYW
MSFTMICROSOFT13.17%5.78%7.39%IYW
AVGOBROADCOM3.20%2.54%0.66%IYW
METAMETA PLATFORMS3.08%2.43%0.65%IYW
GOOGLALPHABET2.13%3.07%0.94%VOO
MUMICRON TECHNOLOGY2.77%1.83%0.95%IYW
GOOGALPHABET CL C1.73%2.45%0.73%VOO
AMDADVANCED MICRO DEVICES3.11%1.52%1.59%IYW
INTCINTEL2.10%0.91%1.19%IYW
PLTRPALANTIR TECHNOLOGIES A2.18%0.65%1.52%IYW
LRCXLAM RESEARCH1.59%0.62%0.96%IYW
AMATAPPLIED MATERIALS1.67%0.62%1.05%IYW
PANWPALO ALTO NETWORKS1.53%0.49%1.04%IYW
CRWDCROWDSTRIKE HOLDINGS1.31%0.41%0.90%IYW
TXNTEXAS INSTRUMENTS1.42%0.39%1.03%IYW
KLACKLA1.09%0.39%0.71%IYW
SNDKSANDISK0.97%0.39%0.58%IYW
ORCLORACLE1.19%0.36%0.83%IYW
MRVLMARVELL TECHNOLOGY0.95%0.35%0.60%IYW
APHAMPHENOL1.01%0.32%0.69%IYW
IBMINTERNATIONAL BUSINESS MACHINES1.21%0.31%0.90%IYW
QCOMQUALCOMM0.98%0.30%0.68%IYW
ADIANALOG DEVICES1.06%0.29%0.76%IYW
CRMSALESFORCE0.92%0.29%0.63%IYW
WDCWESTERN DIGITAL0.68%0.25%0.43%IYW
DELL0.71%0.25%0.47%IYW
NOWSERVICENOW0.56%0.21%0.35%IYW
GLWCORNING0.51%0.18%0.32%IYW
FTNTFORTINET0.42%0.17%0.25%IYW
ADBEADOBE0.49%0.14%0.35%IYW
DDOGDATADOG CLASS A0.44%0.14%0.30%IYW
CDNSCADENCE DESIGN SYS0.47%0.14%0.33%IYW
HPEHEWLETT PACKARD ENTERPRISE0.39%0.13%0.26%IYW
SNPSSYNOPSYS0.46%0.13%0.33%IYW
APPAPPLOVIN0.31%0.12%0.19%IYW
INTUINTUIT0.44%0.11%0.33%IYW
DASHDOORDASH A0.34%0.10%0.23%IYW
MPWRMONOLITHIC POWER SYSTEMS0.28%0.10%0.18%IYW
TERTERADYNE0.23%0.10%0.14%IYW
COHRCOHERENT0.22%0.09%0.14%IYW
ADSKAUTODESK0.25%0.07%0.19%IYW
PPure Storage Class A0.21%0.07%0.15%IYW
MCHPMICROCHIP TECHNOLOGY0.21%0.06%0.15%IYW
NTAPNETAPP0.21%0.06%0.15%IYW
FLEXFLEX LTD0.17%0.06%0.11%IYW
WDAYWORKDAY0.19%0.06%0.13%IYW
ROPROPER TECHNOLOGIES0.22%0.05%0.17%IYW
JBLJABIL0.15%0.05%0.10%IYW
ONON SEMICONDUCTOR0.15%0.05%0.10%IYW
HPQHP0.15%0.04%0.10%IYW
QQNITY ELECTRONICS0.13%0.04%0.09%IYW
CTSHCOGNIZANT TECH SOLUTIONS A0.14%0.04%0.10%IYW
FFIVF50.10%0.04%0.06%IYW
SMCISUPER MICRO COMPUTER0.10%0.04%0.06%IYW
VRSNVERISIGN0.12%0.03%0.09%IYW
RDDTReddit Class A0.09%0.03%0.06%IYW
CDWCDW CORP/DE0.11%0.02%0.08%IYW
LDOSLEIDOS0.09%0.02%0.06%IYW
AKAMAKAMAI TECHNOLOGIES0.07%0.02%0.05%IYW
PTC0.11%0.02%0.08%IYW
SWKSSKYWORKS SOLUTIONS0.10%0.02%0.08%IYW
TYLTYLER TECHNOLOGIES0.08%0.02%0.06%IYW
GDDYGODADDY CLASS A0.07%0.02%0.05%IYW
GENGEN DIGITAL0.08%0.02%0.06%IYW
ITGARTNER0.07%0.02%0.06%IYW

1–20 of 66

Sector exposure: IYW vs VOO

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 VOO
Technology
92.0%40.4%
Communication Services
7.4%10.0%
Financial Services
0.1%11.1%
Healthcare
0.0%9.3%
Consumer Cyclical
0.4%8.8%
Industrials
0.1%7.5%
Consumer Defensive
0.0%4.3%
Energy
0.0%3.4%
Utilities
0.0%1.9%
Real Estate
0.0%1.7%
Basic Materials
0.0%1.6%

Weights are of each fund’s classified equity holdings.

All holdings in IYW and VOO

IYW

VOO


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 1, 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.