ETF comparison
PPA vs VGT
Industrials vs Technology.
Invesco Aerospace & Defense ETF · Vanguard Information Technology Index Fund ETF Shares
Holdings overlap
9 positions appear in both funds. Buying equal dollars of PPA and VGT would leave roughly 2.7% 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 49 bps cheaper than PPA. On a $100,000 position that's about $490/yr more in fees for PPA.
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 PPA vs VGT.
Top shared holdings
9 shared in total| # | Holding | In PPA | In VGT | Overlap |
|---|---|---|---|---|
| 1 | Palantir Technologies Inc. | 1.23% | 1.35% | 1.23% |
| 2 | Amphenol Corp. | 2.52% | 0.73% | 0.73% |
| 3 | Keysight Technologies, Inc. | 0.85% | 0.27% | 0.27% |
| 4 | Teledyne Technologies Inc. | 0.83% | 0.16% | 0.16% |
| 5 | TTM Technologies, Inc. | 0.48% | 0.14% | 0.14% |
| 6 | Viasat, Inc. | 0.85% | 0.10% | 0.10% |
| 7 | nLight, Inc. | 0.24% | 0.05% | 0.05% |
| 8 | OSI Systems, Inc. | 0.25% | 0.05% | 0.05% |
| 9 | Ondas Inc. | 0.17% | 0.00% | 0.00% |
Only in PPA
53 total- RTX Corp. 8.30%
- General Electric Co. 7.11%
- Boeing Co. (The) 6.87%
- Lockheed Martin Corp. 6.64%
- General Dynamics Corp. 4.96%
- Northrop Grumman Corp. 4.75%
- Howmet Aerospace Inc. 4.48%
- Honeywell Aerospace Inc. 4.09%
- L3Harris Technologies, Inc. 3.83%
- Parker-Hannifin Corp. 3.69%
Only in VGT
308 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%
Related comparisons
More comparisons with PPA
- PPA vs IFRA · iShares U.S. Infrastructure ETF 2.3%
- PPA vs IGF · iShares Global Infrastructure ETF 0.0%
- PPA vs ITA · iShares U.S. Aerospace & Defense ETF 65.5%
- PPA vs XAR · State Street SPDR S&P Aerospace & Defense ETF 47.6%
- PPA vs SHLD · Global X Defense Tech ETF 39.3%
- PPA vs XLI · State Street Industrial Select Sector SPDR ETF 29.8%
Percentages are holdings overlap with the named fund.
Open PPA 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.