ETF comparison
ARKW vs VGT
Thematic vs Technology.
ARK Next Generation Technology ETF · Vanguard Information Technology Index Fund ETF Shares
Holdings overlap
15 positions appear in both funds. Buying equal dollars of ARKW and VGT would leave roughly 10.8% 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 67 bps cheaper than ARKW. On a $100,000 position that's about $670/yr more in fees for ARKW.
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 ARKW vs VGT.
Top shared holdings
15 shared in total| # | Holding | In ARKW | In VGT | Overlap |
|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | 7.44% | 3.21% | 3.21% |
| 2 | BROADCOM INC | 2.27% | 4.21% | 2.27% |
| 3 | NVIDIA CORP | 1.75% | 16.82% | 1.75% |
| 4 | PALANTIR TECHNOLOGIES INC | 2.78% | 1.35% | 1.35% |
| 5 | CROWDSTRIKE HOLDINGS INC | 2.62% | 0.75% | 0.75% |
| 6 | DATADOG INC | 2.62% | 0.36% | 0.36% |
| 7 | SNOWFLAKE INC | 1.29% | 0.36% | 0.36% |
| 8 | CLOUDFLARE INC | 2.13% | 0.34% | 0.34% |
| 9 | EVERPURE INC | 1.58% | 0.14% | 0.14% |
| 10 | RUBRIK INC | 1.49% | 0.10% | 0.10% |
| 11 | CIRCLE INTERNET GROUP INC | 3.60% | 0.07% | 0.07% |
| 12 | GITLAB INC | 1.35% | 0.06% | 0.06% |
Only in ARKW
26 total- TESLA INC 7.48%
- ARK 21SHARES BITCOIN ETF 4.90%
- ROBINHOOD MARKETS INC 4.56%
- SHOPIFY INC 4.47%
- AMAZON.COM INC 4.44%
- ALPHABET INC 4.07%
- BLOCK INC 3.61%
- COINBASE GLOBAL INC 3.43%
- SPACE EXPLORATION TECHNOLOGIES CORP 3.35%
- META PLATFORMS INC 2.83%
Only in VGT
302 total- Apple Inc 14.57%
- Microsoft Corp 9.46%
- Micron Technology Inc 4.20%
- Intel Corp 2.03%
- Cisco Systems Inc 1.85%
- Lam Research Corp 1.56%
- Oracle Corp 1.45%
- Applied Materials Inc 1.40%
- Texas Instruments Inc 1.11%
- QUALCOMM Inc 1.09%
Related comparisons
More comparisons with ARKW
- ARKW vs QTUM · Defiance Quantum ETF 10.5%
- ARKW vs HACK · Amplify Cybersecurity ETF 8.5%
- ARKW vs BOTZ · Global X Robotics & Artificial Intelligence ETF 3.9%
- ARKW vs KOMP · State Street SPDR S&P Kensho New Economies Composite ETF 3.9%
- ARKW vs LIT · Global X Lithium & Battery Tech ETF 3.8%
- ARKW vs GRID · First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 3.7%
More comparisons with VGT
- VGT vs ARKQ · ARK Autonomous Technology & Robotics ETF 10.6%
- VGT vs HACK · Amplify Cybersecurity ETF 9.4%
- VGT vs BOTZ · Global X Robotics & Artificial Intelligence ETF 8.6%
- VGT vs GRID · First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 8.5%
- VGT vs ARKK · ARK Innovation ETF 8.4%
- VGT vs ARKF · ARK Blockchain & Fintech Innovation ETF 7.9%
Percentages are holdings overlap with the named fund.
Open ARKW 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.