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 40.9% 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 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 | 17.55% | 16.82% | 16.82% |
| 2 | Broadcom Inc | 5.28% | 4.21% | 4.21% |
| 3 | Micron Technology Inc | 5.67% | 4.20% | 4.20% |
| 4 | Advanced Micro Devices Inc | 5.63% | 3.21% | 3.21% |
| 5 | Intel Corp | 5.15% | 2.03% | 2.03% |
| 6 | Lam Research Corp | 5.31% | 1.56% | 1.56% |
| 7 | Applied Materials Inc | 5.74% | 1.40% | 1.40% |
| 8 | Texas Instruments Inc | 4.17% | 1.11% | 1.11% |
| 9 | QUALCOMM Inc | 3.74% | 1.09% | 1.09% |
| 10 | KLA Corp | 5.57% | 1.00% | 1.00% |
| 11 | Analog Devices Inc | 4.00% | 0.82% | 0.82% |
| 12 | Marvell Technology Inc | 4.66% | 0.72% | 0.72% |
Only in SMH
4 total- Taiwan Semiconductor Manufacturing Co Ltd 9.29%
- ASML Holding NV 5.04%
- STMicroelectronics NV 1.26%
- ARM Holdings PLC 1.17%
Only in VGT
296 total- Apple Inc 14.57%
- Microsoft Corp 9.46%
- Cisco Systems Inc 1.85%
- Oracle Corp 1.45%
- Palantir Technologies Inc 1.35%
- International Business Machines Corp 1.08%
- Sandisk Corp/DE 0.98%
- Palo Alto Networks Inc 0.92%
- Seagate Technology Holdings PLC 0.80%
- Western Digital Corp 0.76%
Related comparisons
More comparisons with SMH
More comparisons with VGT
- VGT vs AIQ · Global X Artificial Intelligence & Technology ETF 35.4%
- VGT vs SOXX · iShares Semiconductor ETF 30.7%
- VGT vs QTUM · Defiance Quantum ETF 23.3%
- VGT vs IGV · iShares Expanded Tech-Software Sector ETF 22.2%
- VGT vs PSI · Invesco Semiconductors ETF 22.0%
- VGT vs XSD · State Street SPDR S&P Semiconductor ETF 19.2%
Percentages are holdings overlap with the named fund.
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.