VEA vs VEU overlap - what they share and where they differ

VEA and VEU share 71.6% of their weight across 1,184 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.

VEA and VEU

71.6%

1,184 shared positions

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

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

Reported positions cover 97% of the fund, 1,935 positions · Apr 30, 2026

Top 10: 13.5%·Holdings of VEU

Reported positions cover VEA 96%, VEU 97% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VEU vs VEA side by side

VEAVANGUARD DEVELOPED MARKETS INDEX FUND

1,689

stock positions reported to the SEC

5.7% of its weight is in 505 names VEU does not hold

VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND

1,935

stock positions reported to the SEC

24.3% of its weight is in 751 names VEA does not hold

Where each fund's weight sits

VEA
VEU
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
8.1%
11.0%
Financial Services
9.4%
8.0%
Healthcare
3.8%
3.1%
Basic Materials
3.2%
2.8%
Energy
2.3%
2.3%

The widest gap is Technology: VEU has 2.9 points more of it.

The figures side by side

VEAVEU
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported1,6891,935
Weight of the ten largest14.9%13.5%
Largest positionSAMSUNG ELECTRONICS CO LTD 3.2%TSM 4.3%
Held alone505 positions, 5.7%751 positions, 24.3%
Covered by stock positions96%97%

Holdings they share

StockIn VEAIn VEUCounted
SAMSUNG ELECTRONICS CO LTD3.16%1.81%1.81%
ASMLASML Holding NV2.36%1.43%1.43%
SKHYSK hynix Inc3.02%1.23%1.23%
HSBCHSBC Holdings PLC1.00%0.80%0.80%
MUFGMitsubishi Corp0.93%0.77%0.77%
ROCHE HOLDING AG0.93%0.76%0.76%
AZNAstraZeneca PLC0.87%0.72%0.72%
NVSNovartis AG0.90%0.72%0.72%
NESTLE SA0.82%0.66%0.66%
SHELShell PLC0.67%0.66%0.66%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in VEA

ACCELLERON INDUSTRIES AG0.03%
ARITZIA INC0.03%
CAPITAL POWER CORP0.03%
FINNING INTERNATIONAL INC0.03%
GAMES WORKSHOP GROUP PLC0.03%
HBMHudbay Minerals Inc0.03%
WISE GROUP PLC0.03%
ABRDN PLC0.02%
AEDIFICA SA0.02%
AIXTRON SE0.02%

Only in VEU

TSMTaiwan Semiconductor Manufacturing Co Ltd4.29%
TENCENT HOLDINGS LTD0.96%
BABAAlibaba Group Holding Ltd0.75%
DELTA ELECTRONICS INC0.34%
MEDIATEK INC0.31%
CHINA CONSTRUCTION BANK CORP0.26%
HDBHDFC Bank Ltd0.24%
HON HAI PRECISION INDUSTRY CO LTD0.22%
INDUSTRIAL & COMMERCIAL BANK OF CHINA LTD0.19%
PDDPDD Holdings Inc0.19%

Questions people ask

Is VEA the same as VEU?

71.6% of their weight sits in the same 1,184 holdings. VEA also reports ACCELLERON INDUSTRIES AG, ARITZIA INC, CAPITAL POWER CORP, which the other does not. VEU also reports TSM, TENCENT HOLDINGS LTD, BABA, which the other does not.

How is the overlap between VEA and VEU measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 96% of VEA and 97% of VEU, so the number cannot exceed the smaller coverage.

Which holds more, VEU or VEA?

VEA reports 1,689 stock positions and VEU reports 1,935. 5.7% of VEA's weight sits in names VEU does not hold, and 24.3% of VEU's weight in names VEA does not hold. The ten largest positions are 14.9% of VEA and 13.5% of VEU.

How do VEA and VEU differ by sector?

The widest gap is Technology: VEU has 2.9 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

VEA against other funds in the table

VEU 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.