ETF Rebalancing Calculator

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Sector ETFs

VGT

Vanguard Information Technology ETF

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Vanguard Information Technology ETF (VGT) is an exchange-traded fund that provides investors with exposure to specific industry sectors. It carries an expense ratio of 0.10%. The fund offers a dividend yield of approximately 0.60%. The portfolio holds 316 securities.

Category

Sector ETFs

Dividend Yield

0.6%

Expense Ratio

0.1%

Holdings

316

Dividend History

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Top Holdings

1Apple
2Microsoft
3Nvidia
4Visa

Key Features

  • Technology stock investing
  • Growth stock focused
  • Innovative companies
  • Wide range of holdings

Advantages

  • Technology sector concentration
  • More diverse holdings than XLK
  • Low expense ratio
  • Long-term growth

Risks

  • Sector concentration risk
  • High valuation
  • Interest rate sensitive
  • Tech stock volatility

Rebalancing Strategy

Allocate 10-20% to tech sector; alternative to XLK

VGT Investment Analysis

VGT (Vanguard Information Technology ETF) is a Sector ETFs ETF comprising 316 holdings. It has an expense ratio of 0.1% and a dividend yield of 0.6%. Its very low expense ratio makes it well-suited for long-term investing.

This ETF focuses on capital growth rather than dividend income.

VGT can play an important role in your portfolio. It holds a sufficient number of stocks for adequate diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

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