Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
39%
OVERLAP
BY WEIGHT
67
# OF OVERLAPPING
HOLDINGS
VGT
322
HOLDINGS
23%
ALSO IN RSPT
RSPT
68
HOLDINGS
100%
ALSO IN VGT
SECTOR DRIFT (VGT minus RSPT)
OVERLAPPING HOLDINGS
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| Company | Weight in VGT |
Weight in RSPT |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 2.5% | 1.9% | 1.9% |
|
APPLE INC | 14.5% | 1.6% | 1.6% |
|
APPLIED MATERIALS INC | 1.5% | 1.8% | 1.5% |
|
NVIDIA CORP | 17.9% | 1.5% | 1.5% |
|
LAM RESEARCH CORP | 1.5% | 1.9% | 1.5% |
VGT Overweight Relative to RSPT
|
NVIDIA CORP | 16.5% |
|
APPLE INC | 13.0% |
|
MICROSOFT CORP | 9.2% |
|
BROADCOM INC. | 3.2% |
|
MICRON TECHNOLOGY INC | 0.7% |
|
MARVELL TECHNOLOGY, INC. | 0.5% |
|
CLOUDFLARE INC CLASS A | 0.4% |
|
CIENA CORP | 0.4% |
|
SNOWFLAKE, INC. CLASS A | 0.3% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 0.3% |
VGT Underweight Relative to RSPT
|
SUPER MICRO COMPUTER, INC. | -1.5% |
|
FAIR ISAAC CORP | -1.5% |
|
GARTNER INC | -1.4% |
|
FIRST SOLAR INC | -1.4% |
|
SKYWORKS SOLUTIONS INC | -1.3% |
|
TERADYNE INC | -1.3% |
|
WESTERN DIGITAL CORP | -1.3% |
|
EPAM SYSTEMS INC | -1.3% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -1.3% |
|
ZEBRA TECHNOLOGIES CORP-CL A | -1.3% |