ONEQ vs VUG overlap - what they share and where they differ
ONEQ and VUG share 68.8% of their weight across 74 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.
ONEQ and VUG
68.8%
74 shared positions
ONEQ
Fidelity Nasdaq Composite Index ETF
Reported positions cover 100% of the fund, 844 positions · May 31, 2026
Top 10: 59.6%·Holdings of ONEQ
VUG
VANGUARD GROWTH INDEX FUND
Reported positions cover 100% of the fund, 144 positions · Jun 30, 2026
Top 10: 63.1%·Holdings of VUG
Reported positions cover ONEQ 100%, VUG 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
VUG vs ONEQ side by side
ONEQFidelity Nasdaq Composite Index ETF
844
stock positions reported to the SEC
27.5% of its weight is in 770 names VUG does not hold
VUGVANGUARD GROWTH INDEX FUND
144
stock positions reported to the SEC
20.3% of its weight is in 70 names ONEQ does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: VUG has 5.6 points more of it.
The figures side by side
| ONEQ | VUG | |
|---|---|---|
| Filing date | May 31, 2026 | Jun 30, 2026 |
| Stock positions reported | 844 | 144 |
| Weight of the ten largest | 59.6% | 63.1% |
| Largest position | NVDA 11.2% | NVDA 12.6% |
| Held alone | 770 positions, 27.5% | 70 positions, 20.3% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In ONEQ | In VUG | Counted |
|---|---|---|---|
| NVDANVIDIA CORP | 11.18% | 12.63% | 11.18% |
| AAPLAPPLE INC | 9.98% | 11.67% | 9.98% |
| GOOGLALPHABET INC | 9.29% | 10.29% | 9.29% |
| MSFTMICROSOFT CORP | 7.29% | 7.61% | 7.29% |
| AMZNAMAZON.COM INC | 6.33% | 4.47% | 4.47% |
| AVGOBROADCOM INC | 4.61% | 4.28% | 4.28% |
| TSLATESLA INC | 3.56% | 3.27% | 3.27% |
| METAMETA PLATFORMS INC | 3.01% | 3.41% | 3.01% |
| AMDADVANCED MICRO DEVICES INC | 1.83% | 2.62% | 1.83% |
| COSTCOSTCO WHOLESALE CORP | 0.92% | 1.15% | 0.92% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in ONEQ
Only in VUG
Questions people ask
Is ONEQ the same as VUG?
68.8% of their weight sits in the same 74 holdings. ONEQ also reports MU, WMT, CSCO, which the other does not. VUG also reports LLY, V, MA, which the other does not.
How is the overlap between ONEQ and VUG measured?
For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of ONEQ and 100% of VUG, so the number cannot exceed the smaller coverage.
Which holds more, VUG or ONEQ?
ONEQ reports 844 stock positions and VUG reports 144. 27.5% of ONEQ's weight sits in names VUG does not hold, and 20.3% of VUG's weight in names ONEQ does not hold. The ten largest positions are 59.6% of ONEQ and 63.1% of VUG.
How do ONEQ and VUG differ by sector?
The widest gap is Technology: VUG has 5.6 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
VUG 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.