VGTvsVO

Vanguard Information Technology ETF or Vanguard Mid-Cap ETF, side by side from their own SEC filings. 9.4% of their stock holdings are the same at the same weight, across 38 stocks in both. VO costs 0.03% a year against 0.09% for VGT, $6 a year less on $10,000. Over the last twelve months VGT returned +60.3% and VO +16.8%.

9.4%of the two portfolios is the same stocks at the same weight
VGT9.5% in stocks the other holds too
VO16% 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.

VGTVOYearly cost0.09%0.03%Net assets$171.8B$224.1BPositions323295Last 12 months+60.3%+16.8%3 years, a year+33.2%+15.3%5 years, a year+21.9%+7.9%Largest holdingNVDA 16.8%VRT 1.2%Main sectorTechnology 99%Industrials 20%Holdings as ofMay 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.

VGT$478VO$213
September 2019May 2026

What they both hold

38 stocks are in both funds: 9.5% of VGT and 16% of VO. The biggest shared positions:

Stockin VGTin VO
STX0.8%1.0%WDC0.8%1.1%FTNT0.4%0.5%CIEN0.4%0.7%DDOG0.4%0.8%SNOW0.4%0.4%NET0.3%0.8%MPWR0.3%0.6%MSI0.3%0.7%HPE0.3%0.6%

Only in VGT

Its biggest stocks the other fund does not hold.

  1. NVDANVIDIA Corporation16.8%
  2. AAPLApple Inc.14.6%
  3. MSFTMicrosoft Corporation9.5%
  4. AVGOBroadcom4.2%
  5. MUMicron Technology4.2%
  6. AMDAdvanced Micro Devices3.2%

Only in VO

Its biggest stocks the other fund does not hold.

  1. VRTVertiv1.2%
  2. PWRQuanta Services1.0%
  3. HWMHowmet Aerospace1.0%
  4. CMICummins1.0%
  5. BEBloom Energy Corporation0.8%
  6. CEGConstellation Energy0.8%

More comparisons

FTEC vs VGTVGT vs XLKIYW vs VGTIGM vs VGTIXN vs VGTVO vs VOEIWR vs VOIWS vs VO

From each fund’s Form N-PORT (VGT: May 2026, VO: 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.