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ETF comparison

ITB vs VGT

Consumer Discretionary vs Technology.

iShares U.S. Home Construction ETF · Vanguard Information Technology Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
0.0 %

0 positions appear in both funds. Buying equal dollars of ITB and VGT would leave roughly 0.0% of each dollar exposed to the same underlying securities.

ITB unmatched 99.4% Shared 0.0% VGT unmatched 99.8%

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.

In ITB only
45 positions
Shared
0 positions
In VGT only
317 positions

Side by side

ITB

iShares U.S. Home Construction ETF

iShares · Consumer Discretionary

63 composite / 100
Expense ratio
0.37%
Net assets
$2.38B
TTM yield
1.39%
Top-10 conc.
64.1%
VGT

Vanguard Information Technology Index Fund ETF Shares

Vanguard · Technology

83 composite / 100
Expense ratio
0.090%
Net assets
$177.93B
whole fund, 2 share classes
TTM yield
0.40%
Top-10 conc.
59.4%

Sub-score comparison

63
Cost
91
83
Tax efficiency
85
73
Liquidity
100
23
Concentration
29
—
Tracking quality
—
ITB sub-score VGT

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

VGT is 28 bps cheaper than ITB. On a $100,000 position that's about $280/yr more in fees for ITB.

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 ITB vs VGT.

Top shared holdings

0 shared in total

No shared holdings between these funds.

Only in ITB

45 total
  • D.R. HORTON, INC. 15.70%
  • PULTEGROUP, INC. 9.55%
  • LENNAR CORPORATION 7.12%
  • NVR, Inc. 6.72%
  • TOLL BROTHERS, INC. 5.02%
  • THE SHERWIN-WILLIAMS COMPANY 4.53%
  • THE HOME DEPOT, INC. 4.42%
  • LOWE'S COMPANIES, INC. 4.08%
  • TOPBUILD CORP. 3.60%
  • LENNOX INTERNATIONAL INC. 3.34%

Only in VGT

317 total
  • NVIDIA Corp 16.82%
  • Apple Inc 14.57%
  • Microsoft Corp 9.46%
  • Broadcom Inc 4.21%
  • Micron Technology Inc 4.20%
  • Advanced Micro Devices Inc 3.21%
  • Intel Corp 2.03%
  • Cisco Systems Inc 1.85%
  • Lam Research Corp 1.56%
  • Oracle Corp 1.45%

Percentages are holdings overlap with the named fund.

Open ITB 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.