ETF comparison
VGT vs XLK
Both Technology.
Vanguard Information Technology Index Fund ETF Shares · State Street Technology Select Sector SPDR ETF
Holdings overlap
73 positions appear in both funds. Buying equal dollars of VGT and XLK would leave roughly 81.0% 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
XLK is 1 bps cheaper than VGT. On a $100,000 position that's about $10/yr more in fees for VGT.
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 XLK.
Top shared holdings
73 shared in total| # | Holding | In VGT | In XLK | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 17.27% | 15.50% | 15.50% |
| 2 | Apple Inc | 15.06% | 13.63% | 13.63% |
| 3 | Microsoft Corp | 10.30% | 10.05% | 10.05% |
| 4 | Broadcom Inc | 4.31% | 5.37% | 4.31% |
| 5 | Micron Technology Inc | 2.41% | 3.39% | 2.41% |
| 6 | Advanced Micro Devices Inc | 1.65% | 2.95% | 1.65% |
| 7 | Cisco Systems Inc | 1.63% | 2.73% | 1.63% |
| 8 | Applied Materials Inc | 1.59% | 2.42% | 1.59% |
| 9 | Lam Research Corp | 1.57% | 2.38% | 1.57% |
| 10 | Palantir Technologies Inc | 1.57% | 2.98% | 1.57% |
| 11 | Oracle Corp | 1.25% | 2.22% | 1.25% |
| 12 | International Business Machines Corp | 1.16% | 2.02% | 1.16% |
Only in VGT
246 total- Marvell Technology Inc 0.42%
- Cloudflare Inc 0.32%
- Snowflake Inc 0.32%
- MKS Instruments Inc 0.22%
- MACOM Technology Solutions Holdings Inc 0.21%
- Entegris Inc 0.21%
- MongoDB Inc 0.21%
- Advanced Energy Industries Inc 0.20%
- Fabrinet 0.20%
- Flex Ltd 0.19%
Only in XLK
1 total- State Street Global Advisors 0.03%
Open VGT or XLK 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.