VGT vs SOXX: Complete Comparison
Vanguard Information Technology ETF vs iShares Semiconductor ETF โ overlap, correlation, performance & risk analysis
Visual Overlap
Price Performance
Historical price comparison over 3M
๐Performance Comparison
โ ๏ธRisk Metrics
Interpretation:
- ๐ Lower volatility = smoother ride
- โก Higher Sharpe/Sortino = better risk-adjusted returns
- โ ๏ธ Smaller max drawdown = less worst-case pain
- ๐ Beta > 1 = more volatile than S&P 500
โ๏ธHead-to-Head Comparison
๐ VGT wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: VGT wins with better expense ratio and number of holdings. Consider VGT for your portfolio, but SOXX is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
3 shared holdings representing 16.5% portfolio overlap
Top Shared Holdings
| # | Stock | VGT Weight | SOXX Weight | Overlap |
|---|---|---|---|---|
| 1 | NVDA NVIDIA Corp | 15.45% | 6.55% | 6.55% |
| 2 | AVGO Broadcom Inc | 4.75% | 8.30% | 4.75% |
| 3 | AMD Advanced Micro Devices | 2.85% | 8.36% | 2.85% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in VGT
Unique to VGT
| Symbol | Name | Weight |
|---|---|---|
| AAPL | Apple Inc | 20.85% |
| MSFT | Microsoft Corp | 19.65% |
| CRM | Salesforce Inc | 3.15% |
| ORCL | Oracle Corp | 2.75% |
| ADBE | Adobe Inc | 2.55% |
Top Holdings Only in SOXX
Unique to SOXX
| Symbol | Name | Weight |
|---|---|---|
| MU | MU | 6.38% |
| AMAT | AMAT | 5.13% |
| QCOM | QCOM | 5.01% |
| LRCX | LRCX | 5.00% |
| INTC | INTC | 4.89% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = ฮฃ min(weightA, weightB) for each shared holdingNormalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).
Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.
๐ This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.