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ETF comparison

IYJ vs VGT

Industrials vs Technology.

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

Holdings overlap

Weighted by ISIN/CUSIP
1.9 %

13 positions appear in both funds. Buying equal dollars of IYJ and VGT would leave roughly 1.9% of each dollar exposed to the same underlying securities.

IYJ unmatched 98.0% Shared 1.9% VGT unmatched 97.9%

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 IYJ only
198 positions
Shared
13 positions
In VGT only
304 positions

Side by side

IYJ

iShares U.S. Industrials ETF

iShares · Industrials

69 composite / 100
Expense ratio
0.37%
Net assets
$1.98B
TTM yield
0.68%
Top-10 conc.
36.4%
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
84
Tax efficiency
85
69
Liquidity
100
62
Concentration
29
—
Tracking quality
—
IYJ 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 IYJ. On a $100,000 position that's about $280/yr more in fees for IYJ.

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 IYJ vs VGT.

Top shared holdings

13 shared in total
# Holding In IYJ In VGT Overlap
1 ACCENTURE PUBLIC LIMITED COMPANY 1.22% 0.47% 0.47%
2 KEYSIGHT TECHNOLOGIES, INC. 0.65% 0.27% 0.27%
3 TELEDYNE TECHNOLOGIES INCORPORATED 0.36% 0.16% 0.16%
4 FAIR ISAAC CORPORATION 0.30% 0.16% 0.16%
5 MKS, INCORPORATED. 0.24% 0.14% 0.14%
6 LITTELFUSE, INC. 0.13% 0.11% 0.11%
7 COGNEX CORPORATION 0.13% 0.11% 0.11%
8 ZEBRA TECHNOLOGIES CORPORATION 0.17% 0.10% 0.10%
9 TRIMBLE INC. 0.16% 0.09% 0.09%
10 AURORA INNOVATION, INC. 0.09% 0.11% 0.09%
11 Ralliant Corp 0.09% 0.10% 0.09%
12 VONTIER CORPORATION 0.05% 0.06% 0.05%

Only in IYJ

198 total
  • VISA INC. 7.23%
  • MASTERCARD INCORPORATED 5.54%
  • GENERAL ELECTRIC COMPANY 4.45%
  • CATERPILLAR INC. 4.43%
  • RTX CORPORATION 3.47%
  • GE VERNOVA INC. 3.19%
  • AMERICAN EXPRESS COMPANY 2.14%
  • UNION PACIFIC CORPORATION 2.07%
  • THE BOEING COMPANY 1.96%
  • EATON CORPORATION PUBLIC LIMITED COMPANY 1.93%

Only in VGT

304 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 IYJ 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.