ETF comparison
KOMP vs VGT
Thematic vs Technology.
State Street SPDR S&P Kensho New Economies Composite ETF · Vanguard Information Technology Index Fund ETF Shares
Holdings overlap
111 positions appear in both funds. Buying equal dollars of KOMP and VGT would leave roughly 11.0% 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 11 bps cheaper than KOMP. On a $100,000 position that's about $110/yr more in fees for KOMP.
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 KOMP vs VGT.
Top shared holdings
111 shared in total| # | Holding | In KOMP | In VGT | Overlap |
|---|---|---|---|---|
| 1 | KLA Corp | 0.52% | 1.10% | 0.52% |
| 2 | Applied Materials Inc | 0.50% | 1.59% | 0.50% |
| 3 | Coherent Corp | 0.53% | 0.35% | 0.35% |
| 4 | Teradyne Inc | 0.34% | 0.41% | 0.34% |
| 5 | NVIDIA Corp | 0.31% | 17.27% | 0.31% |
| 6 | Micron Technology Inc | 0.28% | 2.41% | 0.28% |
| 7 | Teledyne Technologies Inc | 1.19% | 0.26% | 0.26% |
| 8 | Autodesk Inc | 0.26% | 0.32% | 0.26% |
| 9 | Corning Inc | 0.25% | 0.74% | 0.25% |
| 10 | ON Semiconductor Corp | 0.73% | 0.24% | 0.24% |
| 11 | Analog Devices Inc | 0.23% | 0.98% | 0.23% |
| 12 | Cisco Systems Inc | 0.23% | 1.63% | 0.23% |
Only in KOMP
370 total- Elbit Systems Ltd 1.99%
- AeroVironment Inc 0.94%
- Lockheed Martin Corp 0.89%
- Parsons Corp 0.87%
- Oceaneering International Inc 0.79%
- Bruker Corp 0.77%
- Ormat Technologies Inc 0.76%
- Twist Bioscience Corp 0.73%
- Northrop Grumman Corp 0.72%
- Nano Dimension Ltd 0.72%
Only in VGT
208 total- Advanced Micro Devices Inc 1.65%
- Lam Research Corp 1.57%
- Palantir Technologies Inc 1.57%
- Oracle Corp 1.25%
- International Business Machines Corp 1.16%
- Texas Instruments Inc 1.05%
- Salesforce Inc 0.97%
- Arista Networks Inc 0.77%
- Accenture PLC 0.70%
- Sandisk Corp/DE 0.64%
Open KOMP 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.