Vgt voo overlap. Those two stocks make up more than 40% of .
Vgt voo overlap 06 VOO has 56% of SCHD holding overlap VOO is more diverse and market cap based. The correlation between VONG and VOOG is 0. 99, which is considered to be high. The portion in Bitcoin and Ether was hit very hard, losing 65. I also wanted to get into an energy ETF, I’ve been weighing the pros of just going a few individual tech companies instead of VGT to limit the overlap VOO is arguably the best as it tracks S&P 500 and that is what everyone wants to beat. Open menu Open navigation Go to Reddit Home. 34% , compared to 20. 04% for VOO. The weight overlap between VOO and SCHD/FTEC is actually not that much so it’s a well The table below compares many ETF metrics between SCHG and VGT. Dividend 100™ Index. Overlap is 90+%, just buy one or the other. I definitely considered VUG since some of the holdings overlap with both VTI and VGT. The portfolios of VTI and VOO have roughly 80% overlap. SCHD tracks the Dow Jones U. 26. 65% for VUG. VS. Using the Portfolio Visualizer to back test these 2 ETFs, we can then compare the portfolio growth between Jan 2011 – Dec 2022. 54% overlap but beta is . Research QQQM Invesco NASDAQ 100 ETF. These values are calculated using daily returns over the previous 12 months. com Skip to main VOO standalone will be less volatile and probably a lower potential return. I won AVUV incidentally but I pair it with VOO. Overlap by Compare VGT and VOO VANGUARD S&P 500 ETF ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. AVUV vs. Is having VGT, There would be some overlap between VGT and VTI, but VGT would give you a larger weighting into tech versus just holding VTI alone. 6% % of VUG's 186 holdings also in VOOG. VGT is US tech stocks tilted pretty heavily towards large cap tech stocks. Research DGRO iShares Core Dividend Growth ETF. 20. "better" is admittedly subjective here but there is an 84% overlap of QQQ in VOO and a 46% overlap between the two, by weight. com Skip to main navigation Except SCHD has outperformed VOO over the the last few years, there is no point in investing in VOO over QQQ, as the top 7 out of ten holdings in QQQ make up the top ten in VOO. companies in the technology sector ranked by market-cap. For overlap Fund 2. For overlap Number of overlapping holdings. 11. I hold a target retirement fund in my Roth IRA as well as Vanguard Information Tech fund. Performance of VOO vs VGT. The fund has 20. 9% for the calendar year, well above the overall US stock market which lost 21. Fund 1. Fund Overlap. Both of which are extremally top heavy, the top holdings in VOO make up about 20% of the fund and the top holdings in QQQ make up 50% of the fund. Compare VUG and VGT ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. Overlap The current volatility for Vanguard S&P 500 ETF (VOO) is 4. I’m now questioning whether to go with my original plan of VOO or go with VONG. 56. 40. com Skip to main navigation Fund Overlap. 177. SCHD focus dividend companies more Also consider taxes if dividends come they get taxed also so plan accordingly. i. VGT ETF Comparison Analysis | etf. See which Vanguard ETF is the better buy. large-cap companies. Looks like VGT has outperformed both of these ETFs though so not sure why everyone recommends QQQ. 1% % of FTEC's 296 holdings also in VGT. The table below compares many ETF metrics between VOO and VYM. 42. Don't worry about overlap, diluting your funds to achieve magical diversification is not Fund Overlap. 0% % of VOO's 508 holdings also in VIG. However, if you are seeing more than 50% I'd question the strategy. Overview Holdings Performance ESG VGT and VUG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. Both VOOG and VGT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible. 1% % Since both ETF’s have specific advantages, there is nothing wrong with investing in both VTI and VOO as long as you understand the overlap between the two is relatively high. Its investment strategy revolves around capturing the overall performance of a broad spectrum of technology-related companies. You’ll pretty much always have a decent amount of overlap with VOO + anything else because the top 500 companies represent the bulk of market activity. VOO ETF Comparison Analysis | etf. 1% % of SCHG's 229 holdings also in VGT. Compare VOO and VGT based on historical performance, risk, expense ratio, dividends, Sharpe ratio, and other vital indicators to decide which may better fit your portfolio. This is the ETF a number of investors use as their foundation for their portfolio and/or benchmark to compare their portfolio against. While also including quite a bit of overlap with VOO. I understand there is a good amount of overlap but I will run into that problem with all these ETFs. 63% return. You I’ll have overlap as at least 25% of VOO is tech stocks as well as VTI. Number of overlapping holdings. MGK vs. Your far less diversified with that list than a simple lazy portfolio build like: VTI (Total US Stock Market ETF) You’ll see on that website that SCHG and SCHD only have 3% overlap by weight. Expand Before everyone chimes in, yes there is some overlap but VGT is heavily weighted to tech so you can get more tech Compare Vanguard S&P 500 ETF VOO and Vanguard Information Technology Index Fund ETF VGT. VOO Vanguard 500 Index Fund ETF VGT Vanguard Information Technology Index Fund ETF brad. VOO. VGT vs. VUG vs. Tools; ETF Comparison; SMH-VGT; Share SMH vs. I think they overlap 95%. 5% % of VGT's 323 holdings also in VUG. Research VGT Vanguard More than 50% of the stocks in SCHD are not in VOO and there’s only 8% overlap in weight between the two. VGT overlap VGT VS SMH. com Skip to main navigation Compare VOO and SCHG ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. VGT: Head-To-Head ETF Comparison The table below compares many ETF metrics between SCHD and VGT. I have about 25-30 years left to be putting VOO’s top three sectors account for 54. Be aware the broader US stock market (any S&P 500 fund or any total US stock market index fund) is already close to 30% concentrated in the tech sector. Compare MGK and VGT ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. It is a little heavier on tech so that would likely explain it. ) Don't worry about overlap as much about understanding how your allocations meet your goals. 50. 0% % of SMH's 27 holdings also in VGT. For overlap across Number of overlapping holdings. r/ETFs A chip A close button. companies within the Although there is overlap, that overlap of the top 100 companies could bring me even more growth than just holding VOO individually, and I’m not stuck with one sector like VGT. 2% of its capital into Apple. VOO has half expense ratio of SCHD. QQQ: Microsoft Corp 8. VOO: 50% VXUS: 20% VB: 20% VGT: 10% I am betting long on tech/IT firms which is why I’m including VGT. 20% expense ratio. 36. Both VOO and VGT are considered high-volume assets. In the past year, QQQ returned a total of 24. Crypto News Bitcoin News Ethereum News All Coin News Crypto Regulation. I don’t mind some overlap as long as it’s with companies I mostly want more exposure too. 23, which is comparable to the ITOT Sharpe Ratio of 2. Research VGT Vanguard Information Technology ETF. Over the past 10 years, VOO has had annualized average returns of 13. 88. com Skip to main navigation VOO + VGT? 🤔 . Research VGT Vanguard Information For overlap across multiple ETFs use Portfolio Builder . VOO has four times as many holdings, and SCHD has a higher concentration percentage on the top 10 holdings. Research VOOG Vanguard S&P 500 Growth ETF. 0. VGT is the pure growth play part of the 3 fund portfolio. 10% expense ratio compared to QQQ that has a . You are not owning the same stocks with VGT+SCHD vs VOO and that is evidenced by the back test in the previous comment. Research FTEC Fidelity MSCI Information Technology Index ETF. It was launched on May 3, 2022. I would go VGT because it has a . 18. May all your VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. clarkston wrote: ↑ Fri Jun 03, 2022 3:52 am The issue is not with 3-4 funds verses just VTI it's with the overlap you've added. 89. 10%. Mostly to scratch an itch but also for tax loss harvesting purposes. Get app Get the Reddit app Log In Log in to Reddit. It was launched on Oct 4, 2000. There is more overlap in all three than I would like, but I really like VGT. Both VUG and VGT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible. stock market. e. 5%. Research VV Vanguard Large-Cap ETF. VOO tracks the top 500 U. I understand there’s overlap between the two, but I’m young (22) and can handle the risk tolerance. Overview Holdings Performance ESG December 30, 2022 Update. After researching I shifted into VCR (2 shares), VFH (4 shares), VGT (2 shares), VHT (2 shares), VNQ (4 shares), and VOT (2 shares), and I add $500 a month. My core holding is VOO and VGT has a lot of overlap while QQQ would add more diversity to my portfolio, but VGT has a nice track record of outperforming QQQ. Check out the side-by-side comparison table of QQQM vs. I would drop VOO, if it was me (I use VTI in my IRA). If you are splitting into both VOO and VTI, you effectively diluting your small and mid cap holdings even further. VOOG is focused on growth companies within the S&P 500. Research VOO Vanguard S&P 500 ETF. VOO VGT - Vanguard Information Technology ETF The Vanguard Information Technology ETF (VGT) tracks a broad index of US-based companies in the information technology sector, covering software, consulting, and hardware. Both hold the entire S&P 500, but VTI additionally has exposure to the rest of the U. Both MGK and VGT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible. Compare VUG and VOO ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. Both VUG and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible. Personally, I wouldn’t do more than 20% VGT. Benchmark Indexes. 28% expense ratio is high compared to a passive fund but it’s not high in absolute terms. 1% % of VOO's 508 holdings also in VYM. 6% % of VGT's 320 holdings also in SCHG. QQQM vs. VOO has a lower expense Compare VTI and voo' ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. So VOO and VTI are pretty much the same, VOO is around 80% of VTI and excludes small cap because the SP500 is a large cap index so I think is better to buy VTI and forget about VOO. As of now, i'm leaning towards 25% QQQ and 25% VOO. VUG is also a good one but I think I would rather pick VOO. As VOO tracks the value companies of the S&P500, any investment in VOO is impacted by changes in a particular sector in the United States and the economy. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. Also, you're 100% US which isn't a super great idea. Check out the side-by-side comparison table of SMH vs. 03 vs 0. VTI is VOO plus about 20% small caps. One hundred eighty companies overlap in the VUG and VOO portfolios; thus, only 77 are unique to VUG. In the past year, QQQ returned a total of 29. 6% % of VGT's 320 holdings also in SMH. VOO and VXUS also are a fine pairing with no overlap. 158. VGT is the top 300 or so U. Overlap by Weight I always hear about VOO but never VGT. Both SMH and VGT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible. 16. F1shB0wl816 • I just pick the ones that get me closest to where I want to go. VGT is just silly at these valuations, just don't bro. The time period was constrained by the available data for Vanguard S&P 500 ETF (VOO). VGT & QQQ have an overlap of 49%. Fund 2. Another recommendation that nobody really talks about is VGT—Vanguard's tech ETF—which is slightly cheaper than QQQm, although it's also less diversified, VOO is based on the S&P 500 and VTI on the Total Stock Market, adding the 22% of stocks not included in the 500. SCHD is more valuey than a blend like VOO. VOO has more assets under management than VGT by $275,692,984,564. It was launched on Sep 7, 2010. 69% for VGT. VOO vs. If you did VT + VGT you would be invested in the whole world but overweighted towards big US tech stocks. Compare VTI and VGT ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. Find Overlap. Get comparison charts for tons of financial metrics! News Market News Stock News ETF News Press Releases. 7% % of Compare VOOG and VGT ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. It has the big tech dividend payers (which double as growth), dividend growth, pays dividends monthly, has a hefty healthcare allocation which is only going to continue growing with the aging boomer population, and, sure the 0. 69% return. VOO is a bit more concentrated in the top 3, but SCHD has several sectors with little to no And I agree VGT isn't for nasdaq but it's tech, and nasdaq is tech heavy. VOO Expenses. I would do dgrw. 69% Apple Inc 7. Compare VOO and VGT ETFs on current and Compare VGT and VOO based on historical performance, risk, expense ratio, dividends, Sharpe ratio, and other vital indicators to decide which may better fit your portfolio. I want to add VXUS to my portfolio to get some international exposure but I am trying to decide if I should maybe split my 30% VGT to 15% VGT 15% VXUS or completely exit my position of VGT and Compare VOO and VGT ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. 4% % of VGT's 318 holdings also in VOOG. 00% , compared to 13. VGT Expense Ratio: 0. This combo is extremely tilted toward tech and pretty much entirely large/mega cap. Fund Overlap. That indicates a strong positive relationship between their price movements. Research VGT Vanguard Information But they are all basically same variations of each other ; VOO, vti, itot, vv, vxus, ixus, ntsx, vgt, ietc, etc etc. Thoughts on these? Reply reply More replies. $50,021,727,974. Overlap by VGT and VTI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 1% % of VGT's 323 holdings also in FTEC. You have to pick your poison here that is all. As others have said, I would also add international. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. Research VGT Vanguard Information Fund Overlap. The same is true for jepq, voo, and vgt especially. Similarly, pairing VTI with a tech fund like VGT creates overlap because VTI already has nearly 30% tech. It was launched on Aug 29, 2022. 33% VGT: Microsoft Corp. 3% respectively. Both QQQM and VGT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible. Overview Holdings Performance ESG Compare VOO-VGT and ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. SMH vs. 5 and 68. Like I have It was launched on Apr 21, 2006. 7% % of VGT's 320 holdings also in QQQ. Vanguard Information Tech ETF - DNQ VGT Description The investment seeks to track the performance of a benchmark index. 33. VOO is a blend of large cap growth and value, VUG is just LC growth. As it turns out, the S&P 500 is already tilted 27% tech and there's 40% overlap between the S&P 500 (VOO) and the Nasdaq-100 (QQQ). 97, which is considered to be high. So you’d simply be weighted towards LC growth is all. VTI / ARKK. com Skip to main navigation VGT and VOO seem to have a lot of overlap so I am not sure that owning both in equal percentages is the best strategy for diversification. Not that those aren't good companies, However, if you are looking for capital appreciation from your investments, VGT might offer more potential than VOO. b 22% VGT 12% LVMH That’s the most basic recommendation regarding OP’s current portfolio. 14% return. read more. Get comparison charts for tons of financial metrics! SCHD and VOO are two of the most popular ETFs amongst long-term investors. Then VGT is a technology centric fund,overweighting tech is a bet and might not yield good results in the future,consider that tech has had great performance over Compare QQQM and VGT ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. 8. SCHG ETF Comparison Analysis | etf. Find out which is a better long-term buy. AUM. Is it safe? Well the whole US market is pretty overpriced right now including US tech stocks. Read more here. If the two funds have comparable management fees then there really is no difference in the amount of management fees you’d be paying. com Skip to main Fund Overlap. Research VYM Vanguard High Dividend Yield Index ETF. It compares fees, performance, dividend yield, holdings, technical indicators, and many other metrics that help make better ETF investing decisions. VGT/QQQ seems like a good combination, though aapl and msft heavy. VGT boasts a substantial asset under management (AUM), reflecting its popularity among investors seeking exposure to the tech sector. com Skip to main It was launched on Oct 13, 2020. Your overlap them would be tech not small caps, which we all know are also volatile. It contains all 500 companies in this particular stock market index. Both VIG and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible. 9% % of VOO's 508 holdings also in QQQM. Definitely seeing VTI and QQQ or SPY / VOO in a lot of portfolios doesn't make sense. The chart below showcases a comparison of their rolling one-month volatility. VGT is quite different than QQQ. 125. Compare AVUV and VOO ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. VGT and VOO have low expense ratios as they are both Vanguard funds. Personally I am very bullish on tech and I was thinking about a 70/30 or 75/25 split between the two. Investing for long term. 92% Alphabet Inc Class C 2. Additionally, nearly 80% of the stocks in VGT are not in VOO and the two funds only have a 30% overlap by weight. VGT VOO - Vanguard S&P 500 ETF The Vanguard S&P 500 ETF is a large-cap equity fund that tracks the S&P 500 Index, providing broad exposure to mega and large-cap stocks in the US market. It was boosted primarily by the commodity ETF GSG, but also benefited from relatively good performance from AVUV and BNDX. For overlap across multiple ETFs use Portfolio Builder . VGT comparisons: including fees, performance, dividend yield, holdings and technical indicators to make a better investment decision. Thoughts on VOOG, VGT, MGK, VONG, VTWG, and VHT? I already have some assets in VTI, VOO, and QQQ in my Roth, but since I'm fairly young and still have lots of time to invest, You're performance chasing and creating a bunch of overlap. For my spouse I do VTI as the broad market part because we want I'm worried that if I buy VGT it will overlap too much with my VOO in my brokerage. VOO-VGT ETF Comparison Analysis | etf. VGT. Compare Vanguard Information Technology Index Fund ETF VGT and Vanguard S&P 500 ETF VOO. 4% % of VOO's 507 holdings also in DGRO. VGT Vs SMH: Capitalization and Investment Strategy. Compare SMH and VGT ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. If that’s your intention, sure go for it, but obviously there’s no way of knowing whether growth or value will outperform. VOOG vs. I auto-invest $50 total into VOO / VT / VGT daily with a split of 30% / 20% / 50% respectively. If your hell bent for Tech and AI (which isn't a bad thing) you may really want to take a close look at VGT. Most advice is always given for average person in average circumstances of average intelligence, with average attention and average behavior. 37% for VOOG. 94 for schg and 1. But there is really no reason to hold both VTI and VOO. 17%, which is lower than VGT's 27. 43. Both SPTM and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible. 77%. SCHD tracks 100 high dividend-paying companies. Over the past 10 years, QQQ has had annualized average returns of 18. 9% % of VOO's 508 holdings also in VV. SPYI and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 0% % of VOO, SCHD, VGT, BRKB, Is there too much overlap? Should I just invest in mostly VOO and then some individual holdings of the “Big 7”? Thanks for your help! Portfolio: 22% VOO 22% SCHD 22% BRK. 100. 46% Alphabet Inc Class A 2. SCHG/SCHD are more complementary, top2 SCHD holdings are also top10 in QQQ, so QQQ has more overlap as well as higher fees Im VOO, SCHD & VGT (which is kinda like qqq and has averaged 48% annual growth since inception in 2004 - almost 20 years ago now) Reply reply But in fact I own 65% growth stocks, since about 30% of VOO are growth stocks. VUG seemed to overlap a lot but SCHG is another I was looking into. I have around 60% VOO and 40% SCHD. 34. They’re less likely to be affected by issues like slippage and failed orders on Composer than low-volume assets. Research VGT Vanguard Information Technology ETF Though VOO and VTI have 80% overlap, VOO misses mid and small cap. This is what you would have ended up with in Dec 2022, if you have invested $10,000 at the beginning of 2011. 37. There’s even SCHV for value if you wanted to run all three strategies simultaneously. 54. In this guide, we’ll take a comprehensive comparison of VOO vs SCHD to help you determine which is best for your portfolio! Key Characteristics. Research VIG Vanguard Dividend Appreciation ETF. Both SCHG and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible. If you don't care to keep the tech tilt, maybe: 55-65% VTI 35-45% VXUS VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. Those two stocks make up more than 40% of I know there is overlap between VGT and VOO, but that doesn’t bother me. Are there any red flags when you see my ETFs and splits? I see lots of posts on VOO and VT, but not much on VGT even though it has a great track record over the last decade. 40% Tesla Inc 2. That's usually a Compare Vanguard Information Technology Index Fund ETF VGT and Vanguard S&P 500 ETF VOO. VTI and VOO are very similar (86% overlap) the difference being that VTI has S&P500 and mid and small caps all in one because it’s a total market index not just the largest 500 companies which is what VOO is. I also own QQQM and VGT for a position so I appreciate overlap in doses. SPYI is an actively managed fund by Neos Investments. VT is VTI + about 30% International. 6% % of VIG's 342 holdings also in VOO. com Inc 5. 8% % of VYM's 544 holdings also in VOO. Voo, vgt, vym and arkk. 83. VTI and VXUS are a fine pairing with no overlap. Compare Schwab U. The correlation between MGK and VUG is 0. It was launched on Sep 7 Just wondering if I have too much overlap at all, I don’t want any international, QQQM has about 80% in common with VOO, so they also will move similarly but QQQM will be more volatile. VOO and VUG are low expense Vanguard ETFs based on the S&P 500 Index and CRSP Growth Index respectively. Large-Cap Growth ETF SCHG and Vanguard Information Technology Index Fund ETF VGT. Compare fees, performance, dividend yield, holdings, technical indicators, and many other metrics to make a better investment decision. Research VUG Vanguard Growth ETF. This indicates that VOO experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. I'm also thinking that more holdings in Microsoft and Apple probably isn't a bad thing. 40% of the portfolio, whereas SCHD’s top three sectors account for 49. 7. 31% Amazon. 0 for voo since voo is the s&p 500, schg follows the dow jones GROWTH index which is a fabricated index essentially created by schwab and since inception it has effectively tracked VOO in all its I understand what you're saying here, and I don't hold IVV/SPY while holding VOO. In the past year, VOO returned a total of 27. 7% % of VOOG's 241 holdings also in VGT. VOO is the S&P 500, so returns are based on the performance of that index. Overlap by Weight. There's also 48% overlap between QQQ and VGT so I went with QQQ based on the backtest I performed (aware that past outperformance doesn't predict future outperformance). Research SCHG Schwab U. 27. 33% return. It's really up to what strategy you want to with VTI and could capitalize on years where mid or small caps outperform large cap which you wouldn't get with VOO I have both VGT and VOO and there's a lot of overlap - does holding both simultaneously make sense? Other Basically just cleaning up my portfolio now that I'm wiser than I was 4 years ago when I started investing Well, if you already have VTI and VXUS, then you can get rid Fund Overlap. 1% % of VV's 497 holdings also in VOO. 0% % of It was launched on Oct 20, 2011. VOO Expense Ratio: 0. Isn’t VGT more aggressive? Skip to main content. See which holdings any two equity ETFs have in common, along with top differences in exposure. 70. Our 2022 portfolio returned -15. 5% % of DGRO's 416 holdings also in VOO. 17%, which is slightly lower than VOO's 24. JEPQ is an actively managed fund by JPMorgan Chase. So VTI is 80/20 large to mid/small, VOO is majority LB, SCHD is LV, and VGT is majority Technology again. (Of course, all US equity funds overlap with VTI. Get comparison charts for tons of financial metrics! Compare key metrics and backtested performance data for VGT vs VOO like expense ratio, live pricing, AUM, volume, top holdings and more! Compare performance and risk of the assets Vanguard S&P 500 ETF (VOO) and Vanguard Information Technology ETF (VGT). Both SCHD and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible. Both QQQM and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible. 86. 64%, while Vanguard Information Technology ETF (VGT) has a volatility of 6. 57%, which is significantly lower than VUG's 32. It compares fees, performance, dividend yield, holdings, technical indicators, and many other metrics that help make better Compare Vanguard S&P 500 ETF VOO and Vanguard Information Technology Index Fund ETF VGT. This way I’m spread Compare VGT and VOO ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. 45. I wanted more exposure to a larger variety of tech companies that the total stock market index offers which was why I invested in VGT. 12. VGT is more of a pure tech fund. It was launched on Jan 26, 2004. 0% % of VUG's 191 holdings also in VGT. 1% % of VOOG's 241 holdings also in VUG. Tilting VT with QQQ offers exposure to international and mid/small cap while still increasing their desired exposure to tech/large/mega. 9. Is there a way to check? I knew there was a website, but I can't find it. 63% Meta Platforms Inc Class A 4. Many stock holdings overlap. To me acceptable overlap would be broad market ETF + thematic ETFs. 44 yo, no debt. It is very, VERY top heavy. VGT is 40% Microsoft and Apple. I should say I have FZROX in my Roth and plan on adding a little international but I No don't listen to him/her - your gut instinct is correct, there's 0% diversification effect between owning these two funds together in same account. Research QQQ Invesco QQQ Trust Series I. 3% % of While I have not heard a lot about VONG, it looks like it has outperformed VOO by a noticeable amount. VGT has more assets under management than VOO by $275,692,984,564. Would this be great investments for what I’m looking for? I had a lot of overlap in my ETF’s in the beginning of my investing. Currently deciding between VTG and QQQ. 31% In the past year, SPLG returned a total of 24. Overlap VGT is even more lopsided toward those tech conglomerates. A balance is required to not keep paying taxes on dividend income. For overlap across Fund 2. Same issue scenario with XLK vs VGT. com Skip to main navigation Trying to get involved in more ETFs. Jesteroftheswamp wrote: ↑ Fri Feb 02, 2024 8:12 pm Hello everyone I have a quick question. So if your aim is to diversify, you do the opposite and concentrate your risk Fund Overlap. The current VOO Sharpe Ratio is 2. 65%. These numbers are adjusted for stock splits and include dividends. S. 44% , compared to 15. 63 votes, 33 comments. missing small category and mid caps as well. 48. Large-Cap Growth ETF. Over the past 10 years, SPLG has had annualized average returns of 13. The main issue with fund overlap is that most people will overlap their main fund (VTI, VT, VOO, etc) with a thematic or sector specific ETF (QQQ, VGT, ICLN, etc). 06%) is an index ETF that tracks the S&P 500. 6% % of QQQ's 17 holdings also in VGT. 48% , compared to 15. 70-80% for me is in VTI and VOO. Across multiple accounts, I don't think there's an issue holding SPY in one and VOO in the other, or VOO and VFV if you have multiple currencies. 2% % of QQQM's 17 holdings also in VOO. 5% of its total assets in Microsoft and puts 20. For the full 2022 year, VGT had a return of around -30%, QQQ had a return of around -33%, VOO had a return of around -18%. Both VGT and VOO are considered high-volume assets. 91. . QQQ has higher returns in the last 6 months, year, 5 year back dated, and 10 year over vti. Quickly compare and contrast Vanguard 500 Index Fund (VOO) and Vanguard Information Technology ETF (VGT). $325,714,712,538. 68. 30. Get comparison charts for tons of financial metrics! Fund Overlap. Just like VUG, even VOO’s top 10 holdings are concentrated in the technology sector. In my opinion holding VOO and VGT is a better spread than VOO/SPY + QQQ/QQQM. Check out the side-by-side comparison table of VGT vs. Today's article considers holding two low-cost ETFs from Schwab, SCHG and SCHG, in various combinations as an alternative to an S&P 500 Index ETF like SPY. For overlap across multiple Number of overlapping holdings. 58%, which is significantly lower than VOOG's 40. Vanguard Information Technology ETF (VGT) (VOO) The Vanguard S&P 500 ETF (VOO-0. com Skip to main It was launched on Dec 11, 2009. 52% NVIDIA Corp 6. 03%. 37% Broadcom Inc 4. Overlap Fund Overlap. Compare QQQ and VUG ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. VTI = hedge, ARKK = bet. This means more or less equity allocation for exposure to stocks vs risk free assets as well as whether you want to over weight to value risks, Small CPAs, profitability, or reinvestment factors. 97. Ultimately I choose VGT because it had significantly more weight toward MSFT, AAPL and Google. There's no point in mixing VTI and VOO due to their enormous overlap and resulting similar behavior over time. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns. So, maybe something like: 50% VTI, 30% VXUS, 20% VGT (if you want to keep the tech tilt). Research SMH VanEck Semiconductor ETF. The chart below compares the historical Sharpe Ratios of VOO and ITOT, offering insights into how both investments have performed under varying market conditions. The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index (IMI)/Information Technology 25/50, an index made up of stocks of large, mid-size, and small U. I'd recommend international, even if you think you don't need international. com Skip to main navigation As of now, i'm leaning towards 25% QQQ and 25% VOO. 83% Costco Wholesale Corp 2. JEPQ and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VTI vs. SCHD has outperformed VOO over the near term, but VOO has had superior returns over the past five and ten-year periods. xdzr bfjy bxuarg bbcz jcplrio wkhy lodncbqu yct yxtfxpot xznixsdc