ETF comparison
VGT vs XSD
Technology vs Semiconductors.
Vanguard Information Technology Index Fund ETF Shares · State Street SPDR S&P Semiconductor ETF
Holdings overlap
42 positions appear in both funds. Buying equal dollars of VGT and XSD would leave roughly 17.0% 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 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
42 shared in total| # | Holding | In VGT | In XSD | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 17.27% | 2.62% | 2.62% |
| 2 | Broadcom Inc | 4.31% | 2.53% | 2.53% |
| 3 | Micron Technology Inc | 2.41% | 2.25% | 2.25% |
| 4 | Advanced Micro Devices Inc | 1.65% | 2.77% | 1.65% |
| 5 | Intel Corp | 1.09% | 2.57% | 1.09% |
| 6 | Texas Instruments Inc | 1.05% | 2.73% | 1.05% |
| 7 | Analog Devices Inc | 0.98% | 2.78% | 0.98% |
| 8 | QUALCOMM Inc | 0.82% | 2.67% | 0.82% |
| 9 | Marvell Technology Inc | 0.42% | 3.06% | 0.42% |
| 10 | NXP Semiconductors NV | 0.37% | 2.74% | 0.37% |
| 11 | Monolithic Power Systems Inc | 0.36% | 2.84% | 0.36% |
| 12 | Microchip Technology Inc | 0.29% | 2.74% | 0.29% |
Only in VGT
277 total- Apple Inc 15.06%
- Microsoft Corp 10.30%
- Cisco Systems Inc 1.63%
- Applied Materials Inc 1.59%
- Lam Research Corp 1.57%
- Palantir Technologies Inc 1.57%
- Oracle Corp 1.25%
- International Business Machines Corp 1.16%
- KLA Corp 1.10%
- Salesforce Inc 0.97%
Only in XSD
2 total- Wolfspeed Inc 0.78%
- State Street Global Advisors 0.03%
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.