Which stocks do IYW and VGT both hold?

122 stocks are in both. The biggest shared positions: NVDA (13.7% of IYW, 16.8% of VGT), AAPL (13.2% of IYW, 14.6% of VGT), MSFT (10.7% of IYW, 9.5% of VGT), AVGO (4.6% of IYW, 4.2% of VGT), AMD (3.1% of IYW, 3.2% of VGT).

IYWvsVGT

iShares U.S. Technology ETF or Vanguard Information Technology ETF, side by side from their own SEC filings. 77% of their stock holdings are the same at the same weight, across 122 stocks in both. VGT costs 0.09% a year against 0.38% for IYW, $29 a year less on $10,000. Over the last twelve months IYW returned +31.6% and VGT +60.3%.

77%of the two portfolios is the same stocks at the same weight

IYW83% in stocks the other holds too

VGT87% 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.

IYWVGTYearly cost0.38%0.09%Net assets$23.6B$171.8BPositions152323Last 12 months+31.6%+60.3%3 years, a year+28.3%+33.2%5 years, a year+18.6%+21.9%Largest holdingNVDA 13.7%NVDA 16.8%Main sectorTechnology 83%Technology 99%Holdings as ofJul 31, 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.

IYW$518VGT$478

September 2019May 2026

What they both hold

122 stocks are in both funds: 83% of IYW and 87% of VGT. The biggest shared positions:

Stockin IYWin VGT

NVDANVIDIA Corporation13.7%16.8%AAPLApple Inc.13.2%14.6%MSFTMicrosoft Corporation10.7%9.5%AVGOBroadcom4.6%4.2%AMDAdvanced Micro Devices3.1%3.2%MUMicron Technology3.0%4.2%INTCIntel2.1%2.0%LRCXLam Research1.9%1.6%AMATApplied Materials2.1%1.4%PLTRPalantir Technologies1.4%1.3%

Only in IYW

Its biggest stocks the other fund does not hold.

Only in VGT

Its biggest stocks the other fund does not hold.

More comparisons

IGM vs IYW FTEC vs IYW IYW vs XLK IYW vs MGK FTEC vs VGT VGT vs XLK IGM vs VGT IXN vs VGT

From each fund’s Form N-PORT (IYW: July 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.