ACWI vs VT overlap - what they share and where they differ

ACWI and VT share 68.8% of their weight across 855 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.

ACWI and VT

68.8%

855 shared positions

ACWI

iShares MSCI ACWI ETF

Reported positions cover 98% of the fund, 1,571 positions · Apr 30, 2026

Top 10: 25.4%·Holdings of ACWI

VT

VANGUARD TOTAL WORLD STOCK INDEX FUND

Reported positions cover 92% of the fund, 1,987 positions · Apr 30, 2026

Top 10: 22.5%·Holdings of VT

Reported positions cover ACWI 98%, VT 92% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VT vs ACWI side by side

ACWIiShares MSCI ACWI ETF

1,571

stock positions reported to the SEC

20.6% of its weight is in 716 names VT does not hold

VTVANGUARD TOTAL WORLD STOCK INDEX FUND

1,987

stock positions reported to the SEC

23.2% of its weight is in 1,132 names ACWI does not hold

Where each fund's weight sits

ACWI
VT
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
33.5%
31.0%
Financial Services
9.6%
8.8%
Consumer Cyclical
7.6%
7.0%
Healthcare
6.7%
6.6%
Industrials
3.0%
3.1%

The widest gap is Technology: ACWI has 2.5 points more of it.

The figures side by side

ACWIVT
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported1,5711,987
Weight of the ten largest25.4%22.5%
Largest positionNVDA 4.9%NVDA 4.2%
Held alone716 positions, 20.6%1,132 positions, 23.2%
Covered by stock positions98%92%

Holdings they share

StockIn ACWIIn VTCounted
NVDANVIDIA CORPORATION4.88%4.19%4.19%
GOOGLALPHABET INC.4.12%3.63%3.63%
AAPLAPPLE INC.4.01%3.50%3.50%
MSFTMICROSOFT CORPORATION2.90%2.71%2.71%
AMZNAMAZON.COM, INC.2.57%2.28%2.28%
AVGOBROADCOM INC.1.89%1.73%1.73%
TSMTaiwan Semiconductor Manufacturing Company Limited1.73%1.51%1.51%
METAMETA PLATFORMS, INC.1.34%1.20%1.20%
TSLATESLA, INC.1.09%0.97%0.97%
LLYELI LILLY AND COMPANY0.75%0.67%0.67%

What each holds alone

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

Only in ACWI

JPMORGAN CHASE & CO.0.85%
SAMSUNG ELECTRONICS CO., LTD.0.81%
EXXON MOBIL CORPORATION0.65%
TENCENT HOLDINGS LIMITED0.39%
GENERAL ELECTRIC COMPANY0.31%
NESTLE S.A.0.26%
LINDE PUBLIC LIMITED COMPANY0.23%
SIEMENS AKTIENGESELLSCHAFT0.23%
SANBanco Santander, S.A.0.18%
EATON CORPORATION PUBLIC LIMITED COMPANY0.17%

Only in VT

JPMORGAN CHASE & CO0.71%
SAMSUNG ELECTRONICS CO LTD0.64%
EXXON MOBIL CORP0.58%
TENCENT HOLDINGS LTD0.34%
GENERAL ELECTRIC CO0.27%
NESTLE SA0.23%
LINLinde PLC0.21%
SIEMENS AG0.20%
BANCO SANTANDER SA0.16%
TJX COS INC/THE0.16%

Questions people ask

Is ACWI the same as VT?

68.8% of their weight sits in the same 855 holdings. ACWI also reports JPMORGAN CHASE & CO., SAMSUNG ELECTRONICS CO., LTD., EXXON MOBIL CORPORATION, which the other does not. VT also reports JPMORGAN CHASE & CO, SAMSUNG ELECTRONICS CO LTD, EXXON MOBIL CORP, which the other does not.

How is the overlap between ACWI and VT measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 98% of ACWI and 92% of VT, so the number cannot exceed the smaller coverage.

Which holds more, VT or ACWI?

ACWI reports 1,571 stock positions and VT reports 1,987. 20.6% of ACWI's weight sits in names VT does not hold, and 23.2% of VT's weight in names ACWI does not hold. The ten largest positions are 25.4% of ACWI and 22.5% of VT.

How do ACWI and VT differ by sector?

The widest gap is Technology: ACWI has 2.5 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

ACWI 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.