SPDW vs VXUS overlap - what they share and where they differ
SPDW and VXUS share 69.2% of their weight across 2,075 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 VXUS
69.2%
2,075 shared positions
SPDW
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
Reported positions cover 99% of the fund, 2,285 positions · Jun 30, 2026
Top 10: 14.5%·Holdings of SPDW
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
Reported positions cover 98% of the fund, 8,029 positions · Jul 31, 2026
Top 10: 13.3%·Holdings of VXUS
Reported positions cover SPDW 99%, VXUS 98% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
VXUS vs SPDW side by side
SPDWState Street(R) SPDR(R) Portfolio Developed World ex-US ETF
2,285
stock positions reported to the SEC
1.7% of its weight is in 210 names VXUS does not hold
VXUSVANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
8,029
stock positions reported to the SEC
28.3% of its weight is in 5,954 names SPDW does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: VXUS has 2.8 points more of it.
The figures side by side
| SPDW | VXUS | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jul 31, 2026 |
| Stock positions reported | 2,285 | 8,029 |
| Weight of the ten largest | 14.5% | 13.3% |
| Largest position | SAMSUNG ELECTRONICS CO., LTD. 3.1% | TSM 4.1% |
| Held alone | 210 positions, 1.7% | 5,954 positions, 28.3% |
| Covered by stock positions | 99% | 98% |
Holdings they share
| Stock | In SPDW | In VXUS | Counted |
|---|---|---|---|
| SAMSUNG ELECTRONICS CO., LTD.Samsung Electronics Co Ltd | 3.13% | 1.83% | 1.83% |
| ASMLASML Holding NV | 2.28% | 1.45% | 1.45% |
| SKHYSK hynix Inc | 2.79% | 1.43% | 1.43% |
| HSBCHSBC Holdings PLC | 0.97% | 0.83% | 0.83% |
| MUFGMitsubishi Corp | 1.04% | 0.77% | 0.77% |
| ROCHE HOLDING AG | 0.90% | 0.73% | 0.73% |
| RYRoyal Bank of Canada | 0.86% | 0.67% | 0.67% |
| NVSNovartis AG | 0.86% | 0.66% | 0.66% |
| SUGPSun Frontier Fudousan Co Ltd | 0.70% | 0.62% | 0.62% |
| NODKNippon Television Holdings Inc | 0.77% | 0.61% | 0.61% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in SPDW
Only in VXUS
Questions people ask
Is SPDW the same as VXUS?
69.2% of their weight sits in the same 2,075 holdings. SPDW also reports SPOT, ARM HOLDINGS PLC, SEA LTD, which the other does not. VXUS also reports TSM, TENCENT HOLDINGS LIMITED, BABA, which the other does not.
How is the overlap between SPDW and VXUS measured?
For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 99% of SPDW and 98% of VXUS, so the number cannot exceed the smaller coverage.
Which holds more, VXUS or SPDW?
SPDW reports 2,285 stock positions and VXUS reports 8,029. 1.7% of SPDW's weight sits in names VXUS does not hold, and 28.3% of VXUS's weight in names SPDW does not hold. The ten largest positions are 14.5% of SPDW and 13.3% of VXUS.
How do SPDW and VXUS differ by sector?
The widest gap is Technology: VXUS has 2.8 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
SPDW against other funds in the table
VXUS 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.