SPDW vs VXUS overlap - what they share and where they differ
SPDW and VXUS share 67.1% of their weight across 1,335 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
67.1%
1,335 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
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
Reported positions cover 92% of the fund, 2,220 positions · Apr 30, 2026
Top 10: 12.4%·Holdings of VXUS
Reported positions cover SPDW 98%, VXUS 92% 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
1,615
stock positions reported to the SEC
4.0% of its weight is in 280 names VXUS does not hold
VXUSVANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
2,220
stock positions reported to the SEC
24.0% of its weight is in 885 names SPDW does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: VXUS has 2.3 points more of it.
The figures side by side
| SPDW | VXUS | |
|---|---|---|
| Filing date | Jun 30, 2026 | Apr 30, 2026 |
| Stock positions reported | 1,615 | 2,220 |
| Weight of the ten largest | 14.5% | 12.4% |
| Largest position | SAMSUNG ELECTRONICS CO LTD 3.1% | TSM 3.9% |
| Held alone | 280 positions, 4.0% | 885 positions, 24.0% |
| Covered by stock positions | 98% | 92% |
Holdings they share
| Stock | In SPDW | In VXUS | Counted |
|---|---|---|---|
| SAMSUNG ELECTRONICS CO LTD | 3.13% | 1.65% | 1.65% |
| ASMLASML Holding NV | 2.28% | 1.30% | 1.30% |
| SKHYSK hynix Inc | 2.79% | 1.12% | 1.12% |
| HSBCHSBC Holdings PLC | 0.97% | 0.74% | 0.74% |
| MUFGMitsubishi Corp | 1.04% | 0.70% | 0.70% |
| ROCHE HOLDING AG | 0.89% | 0.70% | 0.70% |
| AZNAstraZeneca PLC | 0.87% | 0.66% | 0.66% |
| NVSNovartis AG | 0.86% | 0.66% | 0.66% |
| NESTLE SA | 0.80% | 0.61% | 0.61% |
| SHELShell PLC | 0.68% | 0.60% | 0.60% |
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?
67.1% of their weight sits in the same 1,335 holdings. SPDW also reports SPOT, ARM HOLDINGS PLC, SEA LTD, which the other does not. VXUS also reports TSM, TENCENT HOLDINGS LTD, 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 98% of SPDW and 92% of VXUS, so the number cannot exceed the smaller coverage.
Which holds more, VXUS or SPDW?
SPDW reports 1,615 stock positions and VXUS reports 2,220. 4.0% of SPDW's weight sits in names VXUS does not hold, and 24.0% of VXUS's weight in names SPDW does not hold. The ten largest positions are 14.5% of SPDW and 12.4% of VXUS.
How do SPDW and VXUS differ by sector?
The widest gap is Technology: VXUS has 2.3 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.