ETF comparison
VGT vs XHB
Technology vs Consumer Discretionary.
Vanguard Information Technology Index Fund ETF Shares · State Street SPDR S&P Homebuilders ETF
Holdings overlap
0 positions appear in both funds. Buying equal dollars of VGT and XHB would leave roughly 0.0% 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 26 bps cheaper than XHB. On a $100,000 position that's about $260/yr more in fees for XHB.
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 VGT vs XHB.
Top shared holdings
0 shared in totalNo shared holdings between these funds.
Only in VGT
318 total- NVIDIA Corp 17.77%
- Apple Inc 15.83%
- Microsoft Corp 11.32%
- Micron Technology Inc 4.19%
- Broadcom Inc 4.05%
- Advanced Micro Devices Inc 2.96%
- Cisco Systems Inc 1.72%
- Palantir Technologies Inc 1.62%
- Intel Corp 1.54%
- Lam Research Corp 1.49%
Only in XHB
35 total- Owens Corning 4.10%
- Advanced Drainage Systems Inc 3.59%
- KB Home 3.56%
- Builders FirstSource Inc 3.56%
- Meritage Homes Corp 3.52%
- Toll Brothers Inc 3.52%
- Installed Building Products Inc 3.48%
- PulteGroup Inc 3.43%
- Masco Corp 3.40%
- Somnigroup International Inc 3.40%
Related comparisons
More comparisons with VGT
- VGT vs XLB · State Street Materials Select Sector SPDR ETF 0.0%
- VGT vs XLC · State Street Communication Services Select Sector SPDR ETF 0.0%
- VGT vs XLE · State Street Energy Select Sector SPDR ETF 0.0%
- VGT vs XLF · State Street Financial Select Sector SPDR ETF 0.0%
- VGT vs XLI · State Street Industrial Select Sector SPDR ETF 0.0%
- VGT vs XLP · State Street Consumer Staples Select Sector SPDR ETF 0.0%
More comparisons with XHB
- XHB vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
- XHB vs ITB · iShares U.S. Home Construction ETF 51.7%
- XHB vs XLY · State Street Consumer Discretionary Select Sector SPDR ETF 9.6%
- XHB vs VCR · Vanguard Consumer Discretionary Index Fund ETF Shares 9.0%
- XHB vs FDIS · Fidelity MSCI Consumer Discretionary Index ETF 8.9%
- XHB vs IYC · iShares US Consumer Discretionary ETF 7.6%
Percentages are holdings overlap with the named fund.
Open VGT or XHB 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.