ETF comparison
ARKW vs VGT
Thematic vs Technology.
ARK Next Generation Technology ETF · Vanguard Information Technology Index Fund ETF Shares
Holdings overlap
16 positions appear in both funds. Buying equal dollars of ARKW and VGT would leave roughly 11.2% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
VGT is 67 bps cheaper than ARKW. On a $100,000 position that's about $670/yr more in fees for ARKW.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with ARKW vs VGT.
Top shared holdings
16 shared in total| # | Holding | In ARKW | In VGT | Overlap |
|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | 7.44% | 2.96% | 2.96% |
| 2 | BROADCOM INC | 2.27% | 4.05% | 2.27% |
| 3 | NVIDIA CORP | 1.75% | 17.77% | 1.75% |
| 4 | PALANTIR TECHNOLOGIES INC | 2.78% | 1.62% | 1.62% |
| 5 | CROWDSTRIKE HOLDINGS INC | 2.62% | 0.93% | 0.93% |
| 6 | SNOWFLAKE INC | 1.29% | 0.47% | 0.47% |
| 7 | CLOUDFLARE INC | 2.13% | 0.41% | 0.41% |
| 8 | DATADOG INC | 2.62% | 0.32% | 0.32% |
| 9 | EVERPURE INC | 1.58% | 0.17% | 0.17% |
| 10 | RUBRIK INC | 1.49% | 0.11% | 0.11% |
| 11 | GITLAB INC | 1.35% | 0.08% | 0.08% |
| 12 | CIRCLE INTERNET GROUP INC | 3.60% | 0.06% | 0.06% |
Only in ARKW
25 total- TESLA INC 7.48%
- ARK 21SHARES BITCOIN ETF 4.90%
- ROBINHOOD MARKETS INC 4.56%
- SHOPIFY INC 4.47%
- AMAZON.COM INC 4.44%
- ALPHABET INC 4.07%
- BLOCK INC 3.61%
- COINBASE GLOBAL INC 3.43%
- SPACE EXPLORATION TECHNOLOGIES CORP 3.35%
- META PLATFORMS INC 2.83%
Only in VGT
302 total- Apple Inc 15.83%
- Microsoft Corp 11.32%
- Micron Technology Inc 4.19%
- Cisco Systems Inc 1.72%
- Intel Corp 1.54%
- Lam Research Corp 1.49%
- Applied Materials Inc 1.44%
- Palo Alto Networks Inc 1.24%
- Oracle Corp 0.97%
- Texas Instruments Inc 0.95%
Related comparisons
More comparisons with ARKW
- ARKW vs CIBR · First Trust NASDAQ Cybersecurity ETF 10.9%
- ARKW vs QTUM · Defiance Quantum ETF 10.5%
- ARKW vs HACK · Amplify Cybersecurity ETF 8.5%
- ARKW vs KOMP · State Street SPDR S&P Kensho New Economies Composite ETF 3.9%
- ARKW vs BOTZ · Global X Robotics & Artificial Intelligence ETF 3.8%
- ARKW vs LIT · Global X Lithium & Battery Tech ETF 3.8%
More comparisons with VGT
- VGT vs ARKQ · ARK Autonomous Technology & Robotics ETF 10.5%
- VGT vs BOTZ · Global X Robotics & Artificial Intelligence ETF 9.9%
- VGT vs HACK · Amplify Cybersecurity ETF 9.8%
- VGT vs ARKK · ARK Innovation ETF 8.5%
- VGT vs GRID · First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 8.3%
- VGT vs ARKF · ARK Blockchain & Fintech Innovation ETF 8.1%
Percentages are holdings overlap with the named fund.
Open ARKW or VGT at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.