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

FTEC and VGT share 93.7% of their weight across 266 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 VGT

93.7%

266 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

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 FTEC 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 FTEC side by side

FTECFidelity MSCI Information Technology Index ETF

272

stock positions reported to the SEC

0.2% of its weight is in 6 names VGT does not hold

VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND

286

stock positions reported to the SEC

0.6% of its weight is in 20 names FTEC does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
93.9%
94.2%
Healthcare
1.9%
1.6%
Basic Materials
1.0%
0.9%
Consumer Cyclical
1.0%
0.8%
Industrials
0.4%
0.3%

No sector differs by more than a point between the two.

The figures side by side

FTECVGT
Filing dateApr 30, 2026May 31, 2026
Stock positions reported272286
Weight of the ten largest58.7%59.4%
Largest positionNVDA 18.0%NVDA 16.8%
Held alone6 positions, 0.2%20 positions, 0.6%
Covered by stock positions100%100%

Holdings they share

StockIn FTECIn VGTCounted
NVDANVIDIA Corp17.97%16.82%16.82%
AAPLApple Inc14.36%14.57%14.36%
MSFTMicrosoft Corp9.53%9.46%9.46%
AVGOBroadcom Inc5.01%4.21%4.21%
MUMicron Technology Inc2.63%4.20%2.63%
AMDAdvanced Micro Devices Inc2.59%3.21%2.59%
INTCIntel Corp1.99%2.03%1.99%
CSCOCisco Systems Inc1.66%1.85%1.66%
LRCXLam Research Corp1.49%1.56%1.49%
AMATApplied Materials Inc1.44%1.40%1.40%

What each holds alone

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

Only in FTEC

ZMZoom Communications Inc0.19%
AEVAAeva Technologies Inc0.01%
BTBTBit Digital Inc0.01%
HCKTHackett Group Inc/The0.01%
NABLN-able Inc/US0.01%
YEXTYext Inc0.01%

Only in VGT

QQnity Electronics Inc0.18%
ZOOM VIDEO COMMUNICATIONS INC0.16%
CRCLCircle Internet Group Inc0.07%
LWLGLightwave Logic Inc0.02%
VPGVishay Precision Group Inc0.02%
APPSDigital Turbine Inc0.01%
CCSIConsensus Cloud Solutions Inc0.01%
CLFDClearfield Inc0.01%
CRNCCerence Inc0.01%
KEKimball Electronics Inc0.01%

Questions people ask

Is FTEC the same as VGT?

93.7% of their weight sits in the same 266 holdings. FTEC also reports ZM, AEVA, BTBT, which the other does not. VGT also reports Q, ZOOM VIDEO COMMUNICATIONS INC, CRCL, which the other does not.

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

Which holds more, VGT or FTEC?

FTEC reports 272 stock positions and VGT reports 286. 0.2% of FTEC's weight sits in names VGT does not hold, and 0.6% of VGT's weight in names FTEC does not hold. The ten largest positions are 58.7% of FTEC and 59.4% of VGT.

How do FTEC and VGT differ by sector?

No sector differs by more than a point between the two. 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.

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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.