ETF comparison

VGTvsXSD

Technology vs Semiconductors.

Vanguard Information Technology Index Fund ETF Shares · State Street SPDR S&P Semiconductor ETF

Holdings overlap

Weighted by ISIN/CUSIP
19.2%

44 positions appear in both funds. Buying equal dollars of VGT and XSD would leave roughly19.2%of each dollar exposed to the same underlying securities.

VGT only 80.6%Shared 19.2%XSD only 80.7%
In VGT only
273 positions
Shared
44 positions
In XSD only
4 positions

Side by side

VGT

Vanguard Information Technology Index Fund ETF Shares

Vanguard · Technology

83composite / 100
Expense ratio
0.090%
Net assets
$170.65B
TTM yield
0.36%
Top-10 conc.
59.4%
XSD

State Street SPDR S&P Semiconductor ETF

State Street · Semiconductors

71composite / 100
Expense ratio
0.35%
Net assets
$2.59B
TTM yield
0.16%
Top-10 conc.
34.5%

Sub-score comparison

91
Cost
65
85
Tax efficiency
85
100
Liquidity
75
29
Concentration
65
Tracking quality
VGTsub-scoreXSD

Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with VGT vs XSD.

Top shared holdings

44 shared in total
#HoldingIn VGTIn XSDOverlap
1Micron Technology Inc4.20%2.73%2.73%
2Advanced Micro Devices Inc3.21%2.71%2.71%
3Broadcom Inc4.21%2.13%2.13%
4NVIDIA Corp16.82%2.10%2.10%
5Intel Corp2.03%2.75%2.03%
6Texas Instruments Inc1.11%2.22%1.11%
7QUALCOMM Inc1.09%2.04%1.09%
8Analog Devices Inc0.82%2.12%0.82%
9Marvell Technology Inc0.72%2.49%0.72%
10NXP Semiconductors NV0.38%2.07%0.38%
11Monolithic Power Systems Inc0.34%1.97%0.34%
12Astera Labs Inc0.28%3.08%0.28%

Only in VGT

273 total
  • Apple Inc14.57%
  • Microsoft Corp9.46%
  • Cisco Systems Inc1.85%
  • Lam Research Corp1.56%
  • Oracle Corp1.45%
  • Applied Materials Inc1.40%
  • Palantir Technologies Inc1.35%
  • International Business Machines Corp1.08%
  • KLA Corp1.00%
  • Sandisk Corp/DE0.98%

Only in XSD

4 total
  • Wolfspeed Inc2.34%
  • Ambiq Micro Inc0.89%
  • Everspin Technologies Inc0.62%
  • State Street Global Advisors0.01%

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 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.