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

VEU and VWO share 25.3% of their weight across 757 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.

VEU and VWO

25.3%

757 shared positions

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

VWO

VANGUARD EMERGING MARKETS STOCK INDEX FUND

Reported positions cover 93% of the fund, 1,791 positions · Apr 30, 2026

Top 10: 26.6%·Holdings of VWO

Reported positions cover VEU 97%, VWO 93% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VWO vs VEU side by side

VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND

1,935

stock positions reported to the SEC

70.2% of its weight is in 1,178 names VWO does not hold

VWOVANGUARD EMERGING MARKETS STOCK INDEX FUND

1,791

stock positions reported to the SEC

12.1% of its weight is in 1,034 names VEU does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
11.0%
20.9%
Financial Services
8.0%
2.6%
Healthcare
3.1%
0.0%
Basic Materials
2.8%
0.8%
Energy
2.3%
0.0%
Consumer Cyclical
0.0%
2.1%

The widest gap is Technology: VWO has 9.9 points more of it.

The figures side by side

VEUVWO
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported1,9351,791
Weight of the ten largest13.5%26.6%
Largest positionTSM 4.3%TSM 14.6%
Held alone1,178 positions, 70.2%1,034 positions, 12.1%
Covered by stock positions97%93%

Holdings they share

StockIn VEUIn VWOCounted
TSMTaiwan Semiconductor Manufacturing Co Ltd4.29%14.61%4.29%
TENCENT HOLDINGS LTD0.96%3.26%0.96%
BABAAlibaba Group Holding Ltd0.75%2.55%0.75%
DELTA ELECTRONICS INC0.34%1.17%0.34%
MEDIATEK INC0.31%1.06%0.31%
CHINA CONSTRUCTION BANK CORP0.26%0.87%0.26%
RSReliance Industries Ltd0.26%0.91%0.26%
HDBHDFC Bank Ltd0.24%0.80%0.24%
NBHCNational Bank of Greece SA0.24%0.32%0.24%
HON HAI PRECISION INDUSTRY CO LTD0.22%0.74%0.22%

What each holds alone

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

Only in VEU

SAMSUNG ELECTRONICS CO LTD1.81%
ASMLASML Holding NV1.43%
SKHYSK hynix Inc1.23%
HSBCHSBC Holdings PLC0.80%
MUFGMitsubishi Corp0.77%
ROCHE HOLDING AG0.76%
AZNAstraZeneca PLC0.72%
NVSNovartis AG0.72%
NESTLE SA0.66%
SHELShell PLC0.66%

Only in VWO

MACRONIX INTERNATIONAL CO LTD0.08%
COMPEQ MANUFACTURING CO LTD0.07%
TAIWAN UNION TECHNOLOGY CORP0.07%
WINWAY TECHNOLOGY CO LTD0.07%
LANDMARK OPTOELECTRONICS CORP0.06%
KINSUS INTERCONNECT TECHNOLOGY CORP0.05%
ADATA TECHNOLOGY CO LTD0.04%
CHIPBOND TECHNOLOGY CORP0.03%
ECEcopetrol SA0.03%
EZCONN CORP0.03%

Questions people ask

Is VEU the same as VWO?

25.3% of their weight sits in the same 757 holdings. VEU also reports SAMSUNG ELECTRONICS CO LTD, ASML, SKHY, which the other does not. VWO also reports MACRONIX INTERNATIONAL CO LTD, COMPEQ MANUFACTURING CO LTD, TAIWAN UNION TECHNOLOGY CORP, which the other does not.

How is the overlap between VEU and VWO measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 97% of VEU and 93% of VWO, so the number cannot exceed the smaller coverage.

Which holds more, VWO or VEU?

VEU reports 1,935 stock positions and VWO reports 1,791. 70.2% of VEU's weight sits in names VWO does not hold, and 12.1% of VWO's weight in names VEU does not hold. The ten largest positions are 13.5% of VEU and 26.6% of VWO.

How do VEU and VWO differ by sector?

The widest gap is Technology: VWO has 9.9 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

VEU against other funds in the table

VWO 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.