SPDW vs VEA overlap - what they share and where they differ
SPDW and VEA share 90.1% of their weight across 1,422 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.
SPDW and VEA
90.1%
1,422 shared positions
SPDW
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
Reported positions cover 98% of the fund, 1,615 positions · Jun 30, 2026
Top 10: 14.5%·Holdings of SPDW
VEA
VANGUARD DEVELOPED MARKETS INDEX FUND
Reported positions cover 96% of the fund, 1,689 positions · Jun 30, 2026
Top 10: 14.9%·Holdings of VEA
Reported positions cover SPDW 98%, VEA 96% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
VEA vs SPDW side by side
SPDWState Street(R) SPDR(R) Portfolio Developed World ex-US ETF
1,615
stock positions reported to the SEC
3.1% of its weight is in 193 names VEA does not hold
VEAVANGUARD DEVELOPED MARKETS INDEX FUND
1,689
stock positions reported to the SEC
3.3% of its weight is in 267 names SPDW does not hold
Where each fund's weight sits
Largest sectors for both funds
No sector differs by more than a point between the two.
The figures side by side
| SPDW | VEA | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 1,615 | 1,689 |
| Weight of the ten largest | 14.5% | 14.9% |
| Largest position | SAMSUNG ELECTRONICS CO LTD 3.1% | SAMSUNG ELECTRONICS CO LTD 3.2% |
| Held alone | 193 positions, 3.1% | 267 positions, 3.3% |
| Covered by stock positions | 98% | 96% |
Holdings they share
| Stock | In SPDW | In VEA | Counted |
|---|---|---|---|
| SAMSUNG ELECTRONICS CO LTD | 3.13% | 3.16% | 3.13% |
| SKHYSK hynix Inc | 2.79% | 3.02% | 2.79% |
| ASMLASML Holding NV | 2.28% | 2.36% | 2.28% |
| HSBCHSBC Holdings PLC | 0.97% | 1.00% | 0.97% |
| MUFGMitsubishi Corp | 1.04% | 0.93% | 0.93% |
| ROCHE HOLDING AG | 0.89% | 0.93% | 0.89% |
| AZNAstraZeneca PLC | 0.87% | 0.87% | 0.87% |
| NVSNovartis AG | 0.86% | 0.90% | 0.86% |
| RYRoyal Bank of Canada | 0.86% | 0.90% | 0.86% |
| NESTLE SA | 0.80% | 0.82% | 0.80% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in SPDW
Only in VEA
Questions people ask
Is SPDW the same as VEA?
90.1% of their weight sits in the same 1,422 holdings. SPDW also reports SPOT, ARM HOLDINGS PLC, SEA LTD, which the other does not. VEA also reports SUNB, AMRZ, LENOVO GROUP LTD, which the other does not.
How is the overlap between SPDW and VEA 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 SPDW and 96% of VEA, so the number cannot exceed the smaller coverage.
Which holds more, VEA or SPDW?
SPDW reports 1,615 stock positions and VEA reports 1,689. 3.1% of SPDW's weight sits in names VEA does not hold, and 3.3% of VEA's weight in names SPDW does not hold. The ten largest positions are 14.5% of SPDW and 14.9% of VEA.
How do SPDW and VEA differ by sector?
No sector differs by more than a point between the two. 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
SPDW against other funds in the table
VEA 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.