IGF vs VDE overlap - what they share and where they differ
IGF and VDE share 11.4% of their weight across 7 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.
IGF and VDE
11.4%
7 shared positions
IGF
iShares Global Infrastructure ETF
Reported positions cover 84% of the fund, 64 positions · Jun 30, 2026
Top 10: 34.4%·Holdings of IGF
VDE
VANGUARD ENERGY INDEX FUND
Reported positions cover 100% of the fund, 105 positions · May 31, 2026
Top 10: 63.7%·Holdings of VDE
Reported positions cover IGF 84%, VDE 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
VDE vs IGF side by side
IGFiShares Global Infrastructure ETF
64
stock positions reported to the SEC
72.3% of its weight is in 57 names VDE does not hold
VDEVANGUARD ENERGY INDEX FUND
105
stock positions reported to the SEC
85.7% of its weight is in 98 names IGF does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Energy: VDE has 75.9 points more of it.
The figures side by side
| IGF | VDE | |
|---|---|---|
| Filing date | Jun 30, 2026 | May 31, 2026 |
| Stock positions reported | 64 | 105 |
| Weight of the ten largest | 34.4% | 63.7% |
| Largest position | AENA, S.M.E., S.A. 5.1% | XOM 21.3% |
| Held alone | 57 positions, 72.3% | 98 positions, 85.7% |
| Covered by stock positions | 84% | 100% |
Holdings they share
| Stock | In IGF | In VDE | Counted |
|---|---|---|---|
| WMBTHE WILLIAMS COMPANIES, INC. | 3.05% | 3.63% | 3.05% |
| KMIKINDER MORGAN, INC. | 2.10% | 2.60% | 2.10% |
| TRGPTARGA RESOURCES CORP. | 1.93% | 2.30% | 1.93% |
| OKEONEOK, INC. | 1.84% | 2.21% | 1.84% |
| LNGCHENIERE ENERGY, INC. | 1.73% | 2.06% | 1.73% |
| DTMDT MIDSTREAM, INC. | 0.50% | 0.62% | 0.50% |
| AMANTERO MIDSTREAM CORPORATION | 0.25% | 0.34% | 0.25% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IGF
Only in VDE
Questions people ask
Is IGF the same as VDE?
11.4% of their weight sits in the same 7 holdings. IGF also reports AENA, S.M.E., S.A., NEE, IBERDROLA, S.A., which the other does not. VDE also reports XOM, CVX, COP, which the other does not.
How is the overlap between IGF and VDE measured?
For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 84% of IGF and 100% of VDE, so the number cannot exceed the smaller coverage.
Which holds more, VDE or IGF?
IGF reports 64 stock positions and VDE reports 105. 72.3% of IGF's weight sits in names VDE does not hold, and 85.7% of VDE's weight in names IGF does not hold. The ten largest positions are 34.4% of IGF and 63.7% of VDE.
How do IGF and VDE differ by sector?
The widest gap is Energy: VDE has 75.9 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
VDE 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.