Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

VGT: generated Aug 1, 2026, 10:53 AM (as of 2026-06-30); DFSU: generated Jul 31, 2026, 5:28 PM (as of 2026-07-30).

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VGT vs DFSU

Current snapshot · Current snapshot

Portfolio statistics

VGT

Largest holding: NVDA · 16.09%
Top 10 concentration: 59.84%
Gross exposure: 59.84%
Net exposure: 59.84%

DFSU

Largest holding: AAPL · 6.850%
Top 10 concentration: 31.56%
Gross exposure: 31.56%
Net exposure: 31.56%

Holdings overlap

Based on returned holdings.

ETF A

VGT

Snapshot: 2026-06-30
Returned holdings: 10
Largest position: NVDA · 16.09%

18.50%weighted overlap

ETF B

DFSU

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: AAPL · 6.850%

Holdings universe16 distinct mapped tickers in the returned rows

4 shared

Only VGT 6Shared 4Only DFSU 6

Largest allocation differences

NVDANVIDIA Corp9.772% gap

16.09%6.316%

AAPLApple Inc7.469% gap

14.32%6.850%

MSFTMicrosoft Corp5.216% gap

8.276%3.061%

MUMicron Technology Inc5.040% gap

5.040%0.000%

AMDAdvanced Micro Devices Inc3.645% gap

3.645%0.000%

METAMETA PLATFORMS INC3.005% gap

0.000%3.005%

AMZNAMAZON.COM INC.2.898% gap

0.000%2.898%

INTCIntel Corp2.407% gap

2.407%0.000%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	VGT	DFSU
P/E	N/A0/10 valued	N/A0/10 valued
P/B	N/A0/10 valued	N/A0/10 valued
P/S	N/A0/10 valued	N/A0/10 valued

No valuation data available for these holdings.

Holdings details

View

Shared holdings

Sort by4

Ticker	Company	VGT weight	DFSU weight	Absolute difference
NVDA	NVIDIA Corp	16.09%	6.316%	9.772%
AAPL	Apple Inc	14.32%	6.850%	7.469%
MSFT	Microsoft Corp	8.276%	3.061%	5.216%
AVGO	Broadcom Inc	3.841%	2.272%	1.569%