VTWO vs VXF overlap - what they share and where they differ

VTWO and VXF share 40.4% of their weight across 1,221 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.

VTWO and VXF

40.4%

1,221 shared positions

VTWO

VANGUARD RUSSELL 2000 INDEX FUND

Reported positions cover 100% of the fund, 1,641 positions · May 31, 2026

Top 10: 7.8%·Holdings of VTWO

VXF

VANGUARD EXTENDED MARKET INDEX FUND

Reported positions cover 99% of the fund, 1,792 positions · Jun 30, 2026

Top 10: 7.6%·Holdings of VXF

Reported positions cover VTWO 100%, VXF 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VXF vs VTWO side by side

VTWOVANGUARD RUSSELL 2000 INDEX FUND

1,641

stock positions reported to the SEC

7.4% of its weight is in 420 names VXF does not hold

VXFVANGUARD EXTENDED MARKET INDEX FUND

1,792

stock positions reported to the SEC

58.1% of its weight is in 571 names VTWO does not hold

Where each fund's weight sits

VTWO
VXF
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
25.5%
27.0%
Healthcare
15.8%
14.8%
Financial Services
13.3%
12.2%
Industrials
11.0%
9.8%
Consumer Cyclical
0.0%
9.0%
Basic Materials
7.3%
0.0%

The widest gap is Consumer Cyclical: VXF has 9.0 points more of it.

The figures side by side

VTWOVXF
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported1,6411,792
Weight of the ten largest7.8%7.6%
Largest positionBE 1.8%SPCX 1.2%
Held alone420 positions, 7.4%571 positions, 58.1%
Covered by stock positions100%99%

Holdings they share

StockIn VTWOIn VXFCounted
BEBloom Energy Corp1.83%0.93%0.93%
CRDOCredo Technology Group Holding Ltd1.12%0.52%0.52%
STRLSterling Infrastructure Inc0.75%0.30%0.30%
FNFabrinet0.69%0.24%0.24%
GHGuardant Health Inc0.47%0.23%0.23%
IONQIonQ Inc0.63%0.23%0.23%
TTMITTM Technologies Inc0.52%0.23%0.23%
NXTNextpower Inc0.67%0.21%0.21%
CDECoeur Mining Inc0.58%0.20%0.20%
SITMSiTime Corp0.47%0.19%0.19%

What each holds alone

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

Only in VTWO

ECHOEchoStar Corp0.51%
CLEARWATER ANALYTICS HOLDINGS INC0.20%
SSRMSSR Mining Inc0.19%
BROOKFIELD INFRASTRUCTURE CORP0.15%
CSTMConstellium SE0.14%
GLNGGolar LNG Ltd0.14%
XENEXenon Pharmaceuticals Inc0.14%
ENERGY FUELS INC/CANADA0.13%
STNGScorpio Tankers Inc0.10%
MRXMarex Group PLC0.09%

Only in VXF

SPCXSpace Exploration Technologies Corp1.18%
SNOWSnowflake Inc1.03%
NETCloudflare Inc0.92%
ALABAstera Labs Inc0.76%
RKLBRocket Lab Corp0.61%
LNGCheniere Energy Inc0.59%
FERGFerguson Enterprises Inc0.54%
ALNYAlnylam Pharmaceuticals Inc0.47%
NTRANatera Inc0.46%
RVMDREVOLUTION Medicines Inc0.44%

Questions people ask

Is VTWO the same as VXF?

40.4% of their weight sits in the same 1,221 holdings. VTWO also reports ECHO, CLEARWATER ANALYTICS HOLDINGS INC, SSRM, which the other does not. VXF also reports SPCX, SNOW, NET, which the other does not.

How is the overlap between VTWO and VXF measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of VTWO and 99% of VXF, so the number cannot exceed the smaller coverage.

Which holds more, VXF or VTWO?

VTWO reports 1,641 stock positions and VXF reports 1,792. 7.4% of VTWO's weight sits in names VXF does not hold, and 58.1% of VXF's weight in names VTWO does not hold. The ten largest positions are 7.8% of VTWO and 7.6% of VXF.

How do VTWO and VXF differ by sector?

The widest gap is Consumer Cyclical: VXF has 9.0 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.

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.