VGTvsVTI

Vanguard Information Technology ETF or Vanguard Total Stock Market ETF, side by side from their own SEC filings. 35% of their stock holdings are the same at the same weight, across 289 stocks in both. VTI 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 VTI +23.2%.

35%of the two portfolios is the same stocks at the same weight
VGT99% in stocks the other holds too
VTI35% 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.

VGTVTIYearly cost0.09%0.03%Net assets$171.8B$2.3TPositions3233,546Last 12 months+60.3%+23.2%3 years, a year+33.2%+20.4%5 years, a year+21.9%+12.2%Largest holdingNVDA 16.8%NVDA 6.4%Main sectorTechnology 99%Technology 36%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$478VTI$276
September 2019May 2026

What they both hold

289 stocks are in both funds: 99% of VGT and 35% of VTI. The biggest shared positions:

Stockin VGTin VTI
NVDA16.8%6.4%AAPL14.6%5.9%MSFT9.5%3.8%AVGO4.2%2.5%MU4.2%1.8%AMD3.2%1.3%AMAT1.4%0.8%INTC2.0%0.8%LRCX1.6%0.7%CSCO1.9%0.6%

Only in VGT

Its biggest stocks the other fund does not hold.

  1. NXPINXP Semiconductors0.4%
  2. KLICKulicke and Soffa Industries, Inc.0.1%
  3. SEDGSolarEdge Technologies, Inc.0.1%
  4. PGYPagaya Technologies Ltd.0.0%
  5. IRENIREN Limited0.0%
  6. BTBTBit Digital, Inc.0.0%

Only in VTI

Its biggest stocks the other fund does not hold.

  1. AMZNAmazon3.2%
  2. GOOGLAlphabet Inc.2.9%
  3. GOOGAlphabet Inc. (Class C)2.3%
  4. METAMeta Platforms1.7%
  5. TSLATesla, Inc.1.6%
  6. LLYEli Lilly1.4%

More comparisons

FTEC vs VGTVGT vs XLKIYW vs VGTIGM vs VGTIXN vs VGTITOT vs VTIIWV vs VTISPTM vs VTI

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