ETF comparison
KOMPvsVGT
Thematic vs Technology.
State Street SPDR S&P Kensho New Economies Composite ETF · Vanguard Information Technology Index Fund ETF Shares
Holdings overlap
115 positions appear in both funds. Buying equal dollars of KOMP and VGT would leave roughly11.9%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
VGT is 11 bps cheaper than KOMP. On a $100,000 position that's about $110/yr more in fees for KOMP.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with KOMP vs VGT.
Top shared holdings
115 shared in total| # | Holding | In KOMP | In VGT | Overlap |
|---|---|---|---|---|
| 1 | KLA Corp | 0.83% | 1.00% | 0.83% |
| 2 | NVIDIA Corp | 0.67% | 16.82% | 0.67% |
| 3 | Micron Technology Inc | 0.50% | 4.20% | 0.50% |
| 4 | Cisco Systems Inc | 0.34% | 1.85% | 0.34% |
| 5 | Applied Materials Inc | 0.32% | 1.40% | 0.32% |
| 6 | Coherent Corp | 0.32% | 0.27% | 0.27% |
| 7 | ON Semiconductor Corp | 0.54% | 0.26% | 0.26% |
| 8 | QUALCOMM Inc | 0.23% | 1.09% | 0.23% |
| 9 | Autodesk Inc | 0.33% | 0.23% | 0.23% |
| 10 | Teradyne Inc | 0.23% | 0.27% | 0.23% |
| 11 | ServiceNow Inc | 0.22% | 0.51% | 0.22% |
| 12 | Palo Alto Networks Inc | 0.19% | 0.92% | 0.19% |
Only in KOMP
387 total- 3D Systems Corp1.09%
- Himax Technologies Inc1.06%
- Twist Bioscience Corp1.01%
- Bruker Corp0.97%
- Elbit Systems Ltd0.92%
- AeroVironment Inc0.88%
- Stratasys Ltd0.76%
- FuelCell Energy Inc0.76%
- Tesla Inc0.76%
- Generac Holdings Inc0.63%
Only in VGT
202 total- Advanced Micro Devices Inc3.21%
- Intel Corp2.03%
- Lam Research Corp1.56%
- Oracle Corp1.45%
- Palantir Technologies Inc1.35%
- Texas Instruments Inc1.11%
- International Business Machines Corp1.08%
- Sandisk Corp/DE0.98%
- Seagate Technology Holdings PLC0.80%
- Western Digital Corp0.76%
Open KOMP 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 methodologyand 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.