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
115 positions appear in both funds. Buying equal dollars of KOMP 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 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
115 shared in total| # | Holding | In KOMP | In VGT | Overlap |
|---|---|---|---|---|
| 1 | KLA Corp | 0.83% | 0.92% | 0.83% |
| 2 | NVIDIA Corp | 0.67% | 17.77% | 0.67% |
| 3 | Micron Technology Inc | 0.50% | 4.19% | 0.50% |
| 4 | Cisco Systems Inc | 0.34% | 1.72% | 0.34% |
| 5 | Applied Materials Inc | 0.32% | 1.44% | 0.32% |
| 6 | Autodesk Inc | 0.33% | 0.26% | 0.26% |
| 7 | QUALCOMM Inc | 0.23% | 0.74% | 0.23% |
| 8 | Teradyne Inc | 0.23% | 0.25% | 0.23% |
| 9 | ServiceNow Inc | 0.22% | 0.62% | 0.22% |
| 10 | Coherent Corp | 0.32% | 0.21% | 0.21% |
| 11 | Palo Alto Networks Inc | 0.19% | 1.24% | 0.19% |
| 12 | Corning Inc | 0.19% | 0.49% | 0.19% |
Only in KOMP
386 total- 3D Systems Corp 1.09%
- Himax Technologies Inc 1.06%
- Twist Bioscience Corp 1.01%
- Bruker Corp 0.97%
- Elbit Systems Ltd 0.92%
- AeroVironment Inc 0.88%
- Stratasys Ltd 0.76%
- FuelCell Energy Inc 0.76%
- Tesla Inc 0.76%
- Generac Holdings Inc 0.63%
Only in VGT
203 total- Advanced Micro Devices Inc 2.96%
- Palantir Technologies Inc 1.62%
- Intel Corp 1.54%
- Lam Research Corp 1.49%
- Oracle Corp 0.97%
- Texas Instruments Inc 0.95%
- Sandisk Corp 0.92%
- International Business Machines Corp 0.86%
- Salesforce Inc 0.85%
- Arista Networks Inc 0.85%
Related comparisons
More comparisons with KOMP
- KOMP vs QTUM · Defiance Quantum ETF 8.3%
- KOMP vs ARKQ · ARK Autonomous Technology & Robotics ETF 7.9%
- KOMP vs XLK · State Street Technology Select Sector SPDR ETF 7.4%
- KOMP vs AIQ · Global X Artificial Intelligence & Technology ETF 6.5%
- KOMP vs BOTZ · Global X Robotics & Artificial Intelligence ETF 6.0%
- KOMP vs ARKK · ARK Innovation ETF 5.8%
More comparisons with VGT
- VGT vs ARKW · ARK Next Generation Technology ETF 11.2%
- 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%
Percentages are holdings overlap with the named fund.
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.