ETF comparison
VGT vs XSD
Technology vs Semiconductors.
Vanguard Information Technology Index Fund ETF Shares · State Street SPDR S&P Semiconductor ETF
Holdings overlap
44 positions appear in both funds. Buying equal dollars of VGT and XSD would leave roughly 19.2% 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 XSD. On a $100,000 position that's about $260/yr more in fees for XSD.
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 VGT vs XSD.
Top shared holdings
44 shared in total| # | Holding | In VGT | In XSD | Overlap |
|---|---|---|---|---|
| 1 | Micron Technology Inc | 4.20% | 2.73% | 2.73% |
| 2 | Advanced Micro Devices Inc | 3.21% | 2.71% | 2.71% |
| 3 | Broadcom Inc | 4.21% | 2.13% | 2.13% |
| 4 | NVIDIA Corp | 16.82% | 2.10% | 2.10% |
| 5 | Intel Corp | 2.03% | 2.75% | 2.03% |
| 6 | Texas Instruments Inc | 1.11% | 2.22% | 1.11% |
| 7 | QUALCOMM Inc | 1.09% | 2.04% | 1.09% |
| 8 | Analog Devices Inc | 0.82% | 2.12% | 0.82% |
| 9 | Marvell Technology Inc | 0.72% | 2.49% | 0.72% |
| 10 | NXP Semiconductors NV | 0.38% | 2.07% | 0.38% |
| 11 | Monolithic Power Systems Inc | 0.34% | 1.97% | 0.34% |
| 12 | Astera Labs Inc | 0.28% | 3.08% | 0.28% |
Only in VGT
273 total- Apple Inc 14.57%
- Microsoft Corp 9.46%
- Cisco Systems Inc 1.85%
- Lam Research Corp 1.56%
- Oracle Corp 1.45%
- Applied Materials Inc 1.40%
- Palantir Technologies Inc 1.35%
- International Business Machines Corp 1.08%
- KLA Corp 1.00%
- Sandisk Corp/DE 0.98%
Only in XSD
3 total- Wolfspeed Inc 2.34%
- Ambiq Micro Inc 0.89%
- Everspin Technologies Inc 0.62%
Related comparisons
More comparisons with VGT
- VGT vs SKYY · First Trust Cloud Computing ETF 16.9%
- VGT vs CIBR · First Trust NASDAQ Cybersecurity ETF 14.4%
- VGT vs KOMP · State Street SPDR S&P Kensho New Economies Composite ETF 11.9%
- VGT vs ARKW · ARK Next Generation Technology ETF 10.8%
- VGT vs ARKQ · ARK Autonomous Technology & Robotics ETF 10.6%
- VGT vs HACK · Amplify Cybersecurity ETF 9.4%
Percentages are holdings overlap with the named fund.
Open VGT or XSD 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.