ETF comparison
GRID vs VGT
Thematic vs Technology.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · Vanguard Information Technology Index Fund ETF Shares
Holdings overlap
16 positions appear in both funds. Buying equal dollars of GRID and VGT would leave roughly 8.2% of each dollar exposed to the same underlying securities.
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 47 bps cheaper than GRID. On a $100,000 position that's about $470/yr more in fees for GRID.
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 GRID vs VGT.
Top shared holdings
16 shared in total| # | Holding | In GRID | In VGT | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA Corp. | 2.14% | 17.27% | 2.14% |
| 2 | Cisco Systems, Inc. | 1.33% | 1.63% | 1.33% |
| 3 | Oracle Corp. | 1.18% | 1.25% | 1.18% |
| 4 | International Business Machines Corp. | 0.98% | 1.16% | 0.98% |
| 5 | Texas Instruments Inc. | 0.76% | 1.05% | 0.76% |
| 6 | Analog Devices Inc. | 0.67% | 0.98% | 0.67% |
| 7 | QUALCOMM Inc. | 0.59% | 0.82% | 0.59% |
| 8 | NXP Semiconductors NV | 0.19% | 0.37% | 0.19% |
| 9 | Enphase Energy Inc | 0.50% | 0.11% | 0.11% |
| 10 | Itron, Inc. | 0.39% | 0.08% | 0.08% |
| 11 | Trimble Inc | 0.06% | 0.15% | 0.06% |
| 12 | Advanced Energy Industries, Inc. | 0.05% | 0.20% | 0.05% |
Only in GRID
105 total- Eaton Corporation PLC 8.28%
- Johnson Controls International PLC 7.90%
- National Grid PLC 7.86%
- ABB Ltd. 7.58%
- Schneider Electric SE 7.26%
- Prysmian S.p.A. 4.25%
- Quanta Services, Inc. 4.24%
- E.ON SE 4.10%
- Hubbell Incorporated 2.87%
- NVent Electric PLC 2.10%
Only in VGT
303 total- Apple Inc 15.06%
- Microsoft Corp 10.30%
- Broadcom Inc 4.31%
- Micron Technology Inc 2.41%
- Advanced Micro Devices Inc 1.65%
- Applied Materials Inc 1.59%
- Lam Research Corp 1.57%
- Palantir Technologies Inc 1.57%
- KLA Corp 1.10%
- Intel Corp 1.09%
Open GRID 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.