ETF comparison
SMH vs VGT
Semiconductors vs Technology.
VanEck Semiconductor ETF · Vanguard Information Technology Index Fund ETF Shares
Holdings overlap
21 positions appear in both funds. Buying equal dollars of SMH and VGT would leave roughly 37.1% of each dollar exposed to the same underlying securities.
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 26 bps cheaper than SMH. On a $100,000 position that's about $260/yr more in fees for SMH.
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 SMH vs VGT.
Top shared holdings
21 shared in total| # | Holding | In SMH | In VGT | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 19.64% | 17.27% | 17.27% |
| 2 | Broadcom Inc | 7.79% | 4.31% | 4.31% |
| 3 | Micron Technology Inc | 4.23% | 2.41% | 2.41% |
| 4 | Advanced Micro Devices Inc | 4.68% | 1.65% | 1.65% |
| 5 | Applied Materials Inc | 4.59% | 1.59% | 1.59% |
| 6 | Lam Research Corp | 4.60% | 1.57% | 1.57% |
| 7 | KLA Corp | 4.74% | 1.10% | 1.10% |
| 8 | Intel Corp | 4.34% | 1.09% | 1.09% |
| 9 | Texas Instruments Inc | 4.61% | 1.05% | 1.05% |
| 10 | Analog Devices Inc | 4.70% | 0.98% | 0.98% |
| 11 | QUALCOMM Inc | 4.09% | 0.82% | 0.82% |
| 12 | Cadence Design Systems Inc | 2.43% | 0.47% | 0.47% |
Only in SMH
5 total- Taiwan Semiconductor Manufacturing Co Ltd 11.84%
- ASML Holding NV 4.99%
- STMicroelectronics NV 0.90%
- ARM Holdings PLC 0.76%
- State Street Global Advisors 0.07%
Only in VGT
298 total- Apple Inc 15.06%
- Microsoft Corp 10.30%
- Cisco Systems Inc 1.63%
- Palantir Technologies Inc 1.57%
- Oracle Corp 1.25%
- International Business Machines Corp 1.16%
- Salesforce Inc 0.97%
- Amphenol Corp 0.95%
- Arista Networks Inc 0.77%
- Corning Inc 0.74%
Open SMH 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.