FTEC vs IYW overlap - what they share and where they differ

FTEC and IYW share 72.0% of their weight across 106 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.

FTEC and IYW

72.0%

106 shared positions

FTEC

Fidelity MSCI Information Technology Index ETF

Reported positions cover 100% of the fund, 272 positions · Apr 30, 2026

Top 10: 58.7%·Holdings of FTEC

IYW

iShares U.S. Technology ETF

Reported positions cover 100% of the fund, 135 positions · Apr 30, 2026

Top 10: 65.6%·Holdings of IYW

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

IYW vs FTEC side by side

FTECFidelity MSCI Information Technology Index ETF

272

stock positions reported to the SEC

16.3% of its weight is in 166 names IYW does not hold

IYWiShares U.S. Technology ETF

135

stock positions reported to the SEC

20.4% of its weight is in 29 names FTEC does not hold

Where each fund's weight sits

FTEC
IYW
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
93.9%
97.7%
Healthcare
1.9%
0.7%
Basic Materials
1.0%
0.9%
Consumer Cyclical
1.0%
0.3%
Industrials
0.4%
0.1%

The widest gap is Technology: IYW has 3.8 points more of it.

The figures side by side

FTECIYW
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported272135
Weight of the ten largest58.7%65.6%
Largest positionNVDA 18.0%NVDA 16.2%
Held alone166 positions, 16.3%29 positions, 20.4%
Covered by stock positions100%100%

Holdings they share

StockIn FTECIn IYWCounted
NVDANVIDIA Corp17.97%16.23%16.23%
AAPLApple Inc14.36%13.63%13.63%
MSFTMicrosoft Corp9.53%3.99%3.99%
AVGOBroadcom Inc5.01%3.78%3.78%
MUMicron Technology Inc2.63%2.98%2.63%
AMDAdvanced Micro Devices Inc2.59%3.50%2.59%
INTCIntel Corp1.99%2.56%1.99%
LRCXLam Research Corp1.49%1.98%1.49%
AMATApplied Materials Inc1.44%1.92%1.44%
PLTRPalantir Technologies Inc1.40%1.86%1.40%

What each holds alone

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

Only in FTEC

CSCOCisco Systems Inc1.66%
ANETArista Networks Inc0.89%
SANDISK CORP/DE0.80%
STXSeagate Technology Holdings PLC0.76%
ACNAccenture PLC0.53%
CIENCiena Corp0.45%
NXPINXP Semiconductors NV0.40%
LITELumentum Holdings Inc0.39%
MSIMotorola Solutions Inc0.38%
KEYSKeysight Technologies Inc0.37%

Only in IYW

GOOGLALPHABET INC.14.17%
METAMETA PLATFORMS, INC.2.80%
SNDKSANDISK CORPORATION0.96%
VRTVERTIV HOLDINGS CO0.77%
DASHDOORDASH, INC.0.38%
FLEX LTD.0.21%
QQNITY ELECTRONICS, INC.0.18%
LDOSLEIDOS HOLDINGS, INC.0.12%
RDDTREDDIT, INC.0.12%
SSNCSS&C TECHNOLOGIES HOLDINGS, INC.0.09%

Questions people ask

Is FTEC the same as IYW?

72.0% of their weight sits in the same 106 holdings. FTEC also reports CSCO, ANET, SANDISK CORP/DE, which the other does not. IYW also reports GOOGL, META, SNDK, which the other does not.

How is the overlap between FTEC and IYW 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 FTEC and 100% of IYW, so the number cannot exceed the smaller coverage.

Which holds more, IYW or FTEC?

FTEC reports 272 stock positions and IYW reports 135. 16.3% of FTEC's weight sits in names IYW does not hold, and 20.4% of IYW's weight in names FTEC does not hold. The ten largest positions are 58.7% of FTEC and 65.6% of IYW.

How do FTEC and IYW differ by sector?

The widest gap is Technology: IYW has 3.8 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

FTEC 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.