AAXJ vs VWO overlap - what they share and where they differ

AAXJ and VWO share 27.7% of their weight across 108 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.

AAXJ and VWO

27.7%

108 shared positions

AAXJ

iShares MSCI All Country Asia ex Japan ETF

Reported positions cover 97% of the fund, 784 positions · Apr 30, 2026

Top 10: 40.5%·Holdings of AAXJ

VWO

VANGUARD EMERGING MARKETS STOCK INDEX FUND

Reported positions cover 93% of the fund, 1,791 positions · Apr 30, 2026

Top 10: 26.6%·Holdings of VWO

Reported positions cover AAXJ 97%, VWO 93% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VWO vs AAXJ side by side

AAXJiShares MSCI All Country Asia ex Japan ETF

784

stock positions reported to the SEC

66.3% of its weight is in 676 names VWO does not hold

VWOVANGUARD EMERGING MARKETS STOCK INDEX FUND

1,791

stock positions reported to the SEC

65.2% of its weight is in 1,683 names AAXJ does not hold

Where each fund's weight sits

AAXJ
VWO
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
27.8%
20.9%
Financial Services
2.8%
2.6%
Consumer Cyclical
1.8%
2.1%
Basic Materials
0.0%
0.8%
Industrials
0.4%
0.6%
Communication Services
0.4%
0.0%

The widest gap is Technology: AAXJ has 6.9 points more of it.

The figures side by side

AAXJVWO
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported7841,791
Weight of the ten largest40.5%26.6%
Largest positionTSM 16.3%TSM 14.6%
Held alone676 positions, 66.3%1,683 positions, 65.2%
Covered by stock positions97%93%

Holdings they share

StockIn AAXJIn VWOCounted
TSMTaiwan Semiconductor Manufacturing Company Limited16.28%14.61%14.61%
BABAAlibaba Group Holding Limited2.70%2.55%2.55%
RSRELIANCE INDUSTRIES LIMITED0.88%0.91%0.88%
HDBHDFC BANK LIMITED0.88%0.80%0.80%
IBNICICI BANK LIMITED0.67%0.61%0.61%
MEITUAN0.51%0.50%0.50%
ASXASE Technology Holding Co., Ltd.0.50%0.44%0.44%
INFYINFOSYS LIMITED0.39%0.38%0.38%
NTESNETEASE, INC.0.39%0.37%0.37%
JDJD.COM, INC.0.35%0.31%0.31%

What each holds alone

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

Only in AAXJ

SAMSUNG ELECTRONICS CO., LTD.7.62%
SKHYSK hynix Inc.4.63%
TENCENT HOLDINGS LIMITED3.70%
DELTA ELECTRONICS, INC.1.30%
MEDIATEK INC.1.21%
AIAIAIA Group Limited1.09%
CHINA CONSTRUCTION BANK CORPORATION1.05%
DBS GROUP HOLDINGS LTD0.90%
HON HAI PRECISION INDUSTRY CO., LTD.0.85%
XIAOMI CORPORATION0.62%

Only in VWO

TENCENT HOLDINGS LTD3.26%
DELTA ELECTRONICS INC1.17%
MEDIATEK INC1.06%
CHINA CONSTRUCTION BANK CORP0.87%
HON HAI PRECISION INDUSTRY CO LTD0.74%
INDUSTRIAL & COMMERCIAL BANK OF CHINA LTD0.67%
PDDPDD Holdings Inc0.66%
XIAOMI CORP0.56%
PING AN INSURANCE GROUP CO OF CHINA LTD0.52%
BHARTI AIRTEL LTD0.51%

Questions people ask

Is AAXJ the same as VWO?

27.7% of their weight sits in the same 108 holdings. AAXJ also reports SAMSUNG ELECTRONICS CO., LTD., SKHY, TENCENT HOLDINGS LIMITED, which the other does not. VWO also reports TENCENT HOLDINGS LTD, DELTA ELECTRONICS INC, MEDIATEK INC, which the other does not.

How is the overlap between AAXJ and VWO measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 97% of AAXJ and 93% of VWO, so the number cannot exceed the smaller coverage.

Which holds more, VWO or AAXJ?

AAXJ reports 784 stock positions and VWO reports 1,791. 66.3% of AAXJ's weight sits in names VWO does not hold, and 65.2% of VWO's weight in names AAXJ does not hold. The ten largest positions are 40.5% of AAXJ and 26.6% of VWO.

How do AAXJ and VWO differ by sector?

The widest gap is Technology: AAXJ has 6.9 points more of it. 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.

Other pairs with these funds

VWO against other funds in the table

Add a third fund in the tool·All fund pairs

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.