IGMvsVGT

iShares Expanded Tech Sector ETF or Vanguard Information Technology ETF, side by side from their own SEC filings. 73% of their stock holdings are the same at the same weight, across 259 stocks in both. VGT costs 0.09% a year against 0.39% for IGM, $30 a year less on $10,000. Over the last twelve months IGM returned +45.9% and VGT +60.3%.

73%of the two portfolios is the same stocks at the same weight
IGM85% in stocks the other holds too
VGT99% in stocks the other holds too
stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

IGMVGTYearly cost0.39%0.09%Net assets$10.7B$171.8BPositions300323Last 12 months+45.9%+60.3%3 years, a year+36.1%+33.2%5 years, a year+19.8%+21.9%Largest holdingNVDA 8.0%NVDA 16.8%Main sectorTechnology 85%Technology 99%Holdings as ofJun 30, 2026May 31, 2026

Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.

Growth of $100

Both funds from September 2019, the first month both report, dividends reinvested.

IGM$469VGT$478
September 2019May 2026

What they both hold

259 stocks are in both funds: 85% of IGM and 99% of VGT. The biggest shared positions:

Stockin IGMin VGT
NVDA8.0%16.8%AAPL7.9%14.6%MSFT7.5%9.5%AVGO7.6%4.2%MU5.5%4.2%AMD4.1%3.2%INTC2.9%2.0%CSCO2.0%1.9%LRCX2.4%1.6%AMAT2.5%1.4%

Only in IGM

Its biggest stocks the other fund does not hold.

  1. GOOGLAlphabet Inc.4.4%
  2. METAMeta Platforms4.2%
  3. GOOGAlphabet Inc. (Class C)3.5%
  4. NFLXNetflix1.3%
  5. TTWOTake-Two Interactive0.2%
  6. CLSCelestica Inc.0.2%

Only in VGT

Its biggest stocks the other fund does not hold.

  1. FROGJFrog Ltd.0.1%
  2. AOSLAlpha and Omega Semiconductor Limited0.0%
  3. CEVACEVA, Inc.0.0%
  4. SCSCScanSource, Inc.0.0%
  5. INDIindie Semiconductor, Inc.0.0%
  6. APPSDigital Turbine, Inc.0.0%

More comparisons

IGM vs IYWIGM vs XLKFTEC vs IGMIGM vs QQQIFTEC vs VGTVGT vs XLKIYW vs VGTIXN vs VGT

From each fund’s Form N-PORT (IGM: June 2026, VGT: May 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.