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

EEM and VWO share 27.9% of their weight across 147 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.

EEM and VWO

27.9%

147 shared positions

EEM

iShares MSCI Emerging Markets ETF

Reported positions cover 97% of the fund, 911 positions · May 31, 2026

Top 10: 39.5%·Holdings of EEM

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 EEM 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 EEM side by side

EEMiShares MSCI Emerging Markets ETF

911

stock positions reported to the SEC

68.8% of its weight is in 764 names VWO does not hold

VWOVANGUARD EMERGING MARKETS STOCK INDEX FUND

1,791

stock positions reported to the SEC

62.6% of its weight is in 1,644 names EEM does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
25.7%
20.9%
Financial Services
3.0%
2.6%
Consumer Cyclical
1.5%
2.1%
Basic Materials
1.7%
0.8%
Energy
0.7%
0.0%
Industrials
0.0%
0.6%

The widest gap is Technology: EEM has 4.8 points more of it.

The figures side by side

EEMVWO
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported9111,791
Weight of the ten largest39.5%26.6%
Largest positionTSM 14.3%TSM 14.6%
Held alone764 positions, 68.8%1,644 positions, 62.6%
Covered by stock positions97%93%

Holdings they share

StockIn EEMIn VWOCounted
TSMTaiwan Semiconductor Manufacturing Company Limited14.26%14.61%14.26%
BABAAlibaba Group Holding Limited2.08%2.55%2.08%
HDBHDFC BANK LIMITED0.70%0.80%0.70%
RSRELIANCE INDUSTRIES LIMITED0.66%0.91%0.66%
IBNICICI BANK LIMITED0.55%0.61%0.55%
ASXASE Technology Holding Co., Ltd.0.50%0.44%0.44%
AUANGLOGOLD ASHANTI PLC0.38%0.40%0.38%
MEITUAN0.38%0.50%0.38%
NTESNETEASE, INC.0.33%0.37%0.33%
INFYINFOSYS LIMITED0.31%0.38%0.31%

What each holds alone

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

Only in EEM

SAMSUNG ELECTRONICS CO., LTD.8.61%
SKHYSK hynix Inc.6.64%
TENCENT HOLDINGS LIMITED2.71%
MEDIATEK INC.1.62%
DELTA ELECTRONICS, INC.1.17%
HON HAI PRECISION INDUSTRY CO., LTD.0.90%
CHINA CONSTRUCTION BANK CORPORATION0.82%
SAMSUNG ELECTRO-MECHANICS CO.,LTD0.62%
SK SQUARE CO., LTD.0.60%
PBRPetroleo Brasileiro S.A. (Petrobras)0.57%

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 EEM the same as VWO?

27.9% of their weight sits in the same 147 holdings. EEM 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 EEM 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 EEM and 93% of VWO, so the number cannot exceed the smaller coverage.

Which holds more, VWO or EEM?

EEM reports 911 stock positions and VWO reports 1,791. 68.8% of EEM's weight sits in names VWO does not hold, and 62.6% of VWO's weight in names EEM does not hold. The ten largest positions are 39.5% of EEM and 26.6% of VWO.

How do EEM and VWO differ by sector?

The widest gap is Technology: EEM has 4.8 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

EEM against other funds in the table

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.