etf overlap · light overlap

VGT vs VYM overlap

13% of VGT and VYM is the same money, spread over 30 companies both funds hold.

Holdings as of August 31, 2026 · source: Vanguard (VGT), Vanguard (VYM)

overlapfull holdings, by weight

13%of each fund is money the other holds at the same weight, across 30 shared companies.

VGT

13%86%

VYM

13%84%

same money
same companies, extra weight
only in this fund

01Shared

The companies you would own twice

held by bothtop 15 of 30

companyVGTVYM

AVGOBroadcom Inc4.52%6.92%

CSCOCisco Systems Inc1.71%1.75%

ORCLOracle Corp0.97%1.03%

TXNTexas Instruments Inc0.95%0.95%

IBMInternational Business Machines Corp0.86%0.88%

QCOMQUALCOMM Inc0.73%0.72%

ADIAnalog Devices Inc0.72%0.71%

DEDELLDell Technologies Inc0.57%0.55%

ACNAccenture PLC0.48%0.47%

HPEHewlett Packard Enterprise Co0.31%0.28%

TELTE Connectivity PLC0.27%0.24%

NXPINXP Semiconductors NV0.25%0.23%

MCHPMicrochip Technology Inc0.19%0.16%

NTAPNetApp Inc0.18%0.15%

CTSHCognizant Technology Solutions Corp0.16%0.12%

02Different

What only one of them gives you

only in VGT288 names

NVDANVIDIA Corp17.73%

AAPLApple Inc15.79%

MSFTMicrosoft Corp11.51%

MUMicron Technology Inc4.18%

AMDAdvanced Micro Devices Inc2.95%

PLTRPalantir Technologies Inc1.61%

INTCIntel Corp1.54%

LRCXLam Research Corp1.49%

only in VYM573 names

JPMJPMorgan Chase & Co3.82%

XOMExxonMobil Holdings Corp2.69%

JNJJohnson & Johnson2.57%

ABBVAbbVie Inc1.82%

BACBank of America Corp1.65%

CVXChevron Corp1.54%

MRKMerck & Co Inc1.47%

CATCaterpillar Inc1.45%

03Questions

VGT and VYM: what people ask

questions4 answered

How much do VGT and VYM overlap?

13% by weight, as of August 31, 2026: light overlap. 30 companies appear in both funds; they make up 14% of VGT and 16% of VYM.

Which stocks do VGT and VYM both hold?

The largest shared positions are AVGO, CSCO, ORCL, TXN and IBM. Ranked by the smaller of the two weights, which is the part you would own twice.

Is it redundant to hold both VGT and VYM?

Out of every $100 split evenly between them, about $13 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 288 names only in VGT, 573 only in VYM. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.

How is ETF overlap calculated here?

For every company held by both funds we take the smaller of its two weights and add them up. The weights come from the full holdings files Vanguard publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart.

Hold VGT and VYM?Import your positions and see what your funds hold together, company by company, with the fees you pay on each.Import my portfolio

Weights come from each issuer's published holdings file and are matched company by company on their ISIN. Cash, futures and currency positions are left out. This page describes what the funds hold; it is not investment advice.