ETF comparison
VGT vs XLY
Technology vs Consumer Discretionary.
Vanguard Information Technology Index Fund ETF Shares · State Street Consumer Discretionary Select Sector SPDR ETF
Holdings overlap
0 positions appear in both funds. Buying equal dollars of VGT and XLY 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
State Street Consumer Discretionary Select Sector SPDR ETF
State Street · Consumer Discretionary
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
XLY 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 XLY.
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 XLY
47 total- Amazon.com Inc 22.22%
- Tesla Inc 19.64%
- Home Depot Inc/The 5.83%
- McDonald's Corp 4.15%
- TJX Cos Inc/The 3.92%
- Booking Holdings Inc 3.44%
- Lowe's Cos Inc 3.07%
- Starbucks Corp 2.90%
- Marriott International Inc/MD 2.02%
- Royal Caribbean Cruises Ltd 1.97%
Related comparisons
More comparisons with VGT
- VGT vs XME · State Street SPDR S&P Metals & Mining ETF 0.0%
- VGT vs XOP · State Street SPDR S&P Oil & Gas Exploration & Production ETF 0.0%
- VGT vs FTEC · Fidelity MSCI Information Technology Index ETF 95.5%
- VGT vs XLK · State Street Technology Select Sector SPDR ETF 77.9%
- VGT vs IYW · iShares U.S. Technology ETF 77.0%
- VGT vs IGM · iShares Expanded Tech Sector ETF 69.8%
More comparisons with XLY
- XLY vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
- XLY vs VCR · Vanguard Consumer Discretionary Index Fund ETF Shares 76.8%
- XLY vs FDIS · Fidelity MSCI Consumer Discretionary Index ETF 75.4%
- XLY vs IYC · iShares US Consumer Discretionary ETF 61.3%
- XLY vs ITB · iShares U.S. Home Construction ETF 10.2%
- XLY vs XHB · State Street SPDR S&P Homebuilders ETF 9.6%
Percentages are holdings overlap with the named fund.
Open VGT or XLY 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.