CIBR vs VGT overlap - what they share and where they differ

CIBR and VGT share 14.4% of their weight across 29 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

CIBR and VGT

14.4%

29 shared positions

CIBR

First Trust Nasdaq Cybersecurity ETF

Reported positions cover 100% of the fund, 42 positions · Jun 30, 2026

Top 10: 58.1%·Holdings of CIBR

VGT

VANGUARD INFORMATION TECHNOLOGY INDEX FUND

Reported positions cover 100% of the fund, 286 positions · May 31, 2026

Top 10: 59.4%·Holdings of VGT

Reported positions cover CIBR 100%, VGT 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VGT vs CIBR side by side

CIBRFirst Trust Nasdaq Cybersecurity ETF

42

stock positions reported to the SEC

14.9% of its weight is in 13 names VGT does not hold

VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND

286

stock positions reported to the SEC

77.7% of its weight is in 257 names CIBR does not hold

Where each fund's weight sits

CIBR
VGT
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
95.3%
94.2%
Healthcare
0.2%
1.6%
Industrials
1.1%
0.3%
Basic Materials
0.0%
0.9%
Consumer Cyclical
0.0%
0.8%
Communication Services
0.3%
0.0%

The widest gap is Healthcare: VGT has 1.4 points more of it.

The figures side by side

CIBRVGT
Filing dateJun 30, 2026May 31, 2026
Stock positions reported42286
Weight of the ten largest58.1%59.4%
Largest positionPANW 9.6%NVDA 16.8%
Held alone13 positions, 14.9%257 positions, 77.7%
Covered by stock positions100%100%

Holdings they share

StockIn CIBRIn VGTCounted
AVGOBROADCOM INC6.72%4.21%4.21%
CSCOCISCO SYSTEMS INC7.75%1.85%1.85%
MSFTMICROSOFT CORP1.65%9.46%1.65%
IBMINTERNATIONAL BUSINESS MACHINES CORP1.88%1.08%1.08%
PANWPALO ALTO NETWORKS INC9.62%0.92%0.92%
CRWDCROWDSTRIKE HOLDINGS INC8.29%0.75%0.75%
ANETARISTA NETWORKS INC2.12%0.69%0.69%
ACNACCENTURE PLC1.32%0.47%0.47%
FTNTFORTINET INC8.85%0.42%0.42%
DDOGDATADOG INC2.09%0.36%0.36%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in CIBR

CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD2.14%
GOOGLALPHABET INC1.87%
THALES SA1.83%
INFYINFOSYS LTD1.65%
LDOSLEIDOS HOLDINGS INC1.60%
BBBLACKBERRY LTD1.55%
BAHBOOZ ALLEN HAMILTON HOLDING CORP1.12%
TREND MICRO INC0.97%
SAICSCIENCE APPLICATIONS INTERNATIONAL CORP0.83%
OTEXOPEN TEXT CORP0.76%

Only in VGT

NVDANVIDIA Corp16.82%
AAPLApple Inc14.57%
MUMicron Technology Inc4.20%
AMDAdvanced Micro Devices Inc3.21%
INTCIntel Corp2.03%
LRCXLam Research Corp1.56%
ORCLOracle Corp1.45%
AMATApplied Materials Inc1.40%
PLTRPalantir Technologies Inc1.35%
TXNTexas Instruments Inc1.11%

Questions people ask

Is CIBR the same as VGT?

14.4% of their weight sits in the same 29 holdings. CIBR also reports CHKP, GOOGL, THALES SA, which the other does not. VGT also reports NVDA, AAPL, MU, which the other does not.

How is the overlap between CIBR and VGT measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of CIBR and 100% of VGT, so the number cannot exceed the smaller coverage.

Which holds more, VGT or CIBR?

CIBR reports 42 stock positions and VGT reports 286. 14.9% of CIBR's weight sits in names VGT does not hold, and 77.7% of VGT's weight in names CIBR does not hold. The ten largest positions are 58.1% of CIBR and 59.4% of VGT.

How do CIBR and VGT differ by sector?

The widest gap is Healthcare: VGT has 1.4 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

VGT against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.