Which stocks do IYW and MGK both hold?

28 stocks are in both. The biggest shared positions: NVDA (13.7% of IYW, 13.3% of MGK), AAPL (13.2% of IYW, 12.2% of MGK), MSFT (10.7% of IYW, 7.5% of MGK), GOOGL (6.2% of IYW, 5.9% of MGK), GOOG (5.0% of IYW, 4.7% of MGK).

IYWvsMGK

iShares U.S. Technology ETF or Vanguard Mega Cap Growth ETF, side by side from their own SEC filings. 70% of their stock holdings are the same at the same weight, across 28 stocks in both. MGK costs 0.05% a year against 0.38% for IYW, $33 a year less on $10,000. Over the last twelve months IYW returned +31.6% and MGK +20.6%.

70%of the two portfolios is the same stocks at the same weight

IYW80% in stocks the other holds too

MGK72% 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.

IYWMGKYearly cost0.38%0.05%Net assets$23.6B$33.3BPositions15261Last 12 months+31.6%+20.6%3 years, a year+28.3%+23.7%5 years, a year+18.6%+14.3%Largest holdingNVDA 13.7%NVDA 13.3%Main sectorTechnology 83%Technology 59%Holdings as ofJul 31, 2026Jun 30, 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.

IYW$517MGK$346

September 2019June 2026

What they both hold

28 stocks are in both funds: 80% of IYW and 72% of MGK. The biggest shared positions:

Stockin IYWin MGK

NVDANVIDIA Corporation13.7%13.3%AAPLApple Inc.13.2%12.2%MSFTMicrosoft Corporation10.7%7.5%GOOGLAlphabet Inc.6.2%5.9%GOOGAlphabet Inc. (Class C)5.0%4.7%AVGOBroadcom4.6%4.3%METAMeta Platforms3.8%4.1%AMDAdvanced Micro Devices3.1%3.2%LRCXLam Research1.9%1.9%KLACKLA Corporation1.2%1.5%

Only in IYW

Its biggest stocks the other fund does not hold.

Only in MGK

Its biggest stocks the other fund does not hold.

More comparisons

IGM vs IYW FTEC vs IYW IYW vs VGT IYW vs XLK MGK vs VUG IWY vs MGK MGK vs VONG MGK vs SCHG

From each fund’s Form N-PORT (IYW: July 2026, MGK: June 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.