VWO vs VXUS: ETF overlap
Holdings as of July 31, 2026 · SEC fund filings · VWO source document · VXUS source document
Overlap by weight: for each stock both funds hold, take the smaller of its two weights, then add those up. 26% means about 26 cents of every dollar in one fund is invested in the same companies, at the same size, as the other. The overlap level is PortLens's grouping of that figure, not an industry standard. What is ETF overlap?
VWO and VXUS hold 4780 of the same stocks, overlapping by 25.6% of portfolio weight — meaningful common ground, mostly in the largest index names, but each fund also brings exposure the other lacks. Whether the pairing helps depends on what the rest of your portfolio already holds. The largest shared position is Taiwan Semiconductor Manufacturing Co Ltd (TSM), at 15.6% of VWO and 4.1% of VXUS.
Top shared holdings
| Company | Ticker | % of VWO | % of VXUS |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | TSM | 15.58% | 4.10% |
| Tencent Holdings Ltd | ISIN:KYG875721634 | 3.31% | 0.87% |
| Alibaba Group Holding Ltd | BABA | 2.41% | 0.63% |
| MediaTek Inc | ISIN:TW0002454006 | 1.36% | 0.36% |
| China Construction Bank Corp | ISIN:CNE1000002H1 | 0.90% | 0.24% |
| Delta Electronics Inc | ISIN:TW0002308004 | 0.82% | 0.22% |
| Hon Hai Precision Industry Co Ltd | ISIN:TW0002317005 | 0.81% | 0.21% |
| Reliance Industries Ltd | ISIN:INE002A01018 | 0.80% | 0.21% |
| HDFC Bank Ltd | HDB | 0.78% | 0.20% |
| ICICI Bank Ltd | IBN | 0.69% | 0.18% |
Where the funds tilt differently
| Sector | VWO | VXUS | Difference |
|---|---|---|---|
| Technology | 22.0% | 10.0% | +12.0% VWO |
| Industrials | 6.0% | 15.0% | -9.0% VXUS |
| Healthcare | 4.0% | 11.0% | -7.0% VXUS |
| Communication Services | 9.0% | 5.0% | +4.0% VWO |
| Consumer Cyclical | 13.0% | 11.0% | +2.0% VWO |
| Consumer Defensive | 6.0% | 8.0% | -2.0% VXUS |
Fund facts
| VWO | VXUS | |
|---|---|---|
| Fund | Vanguard FTSE Emerging Markets ETF | Vanguard Total International Stock Index Fund ETF Shares |
| Style | Blend | Blend |
| Assets | $164.8B | — |
| Beta | 0.78 | 1.10 |
| Top sectors | Technology 22%, Financial Services 21%, Consumer Cyclical 13% | Financial Services 19%, Industrials 15%, Healthcare 11% |
Computed from 4,927 listed holdings of VWO (98% of the fund) and 8,646 of VXUS ( 98%). How this is computed: methodology. Informational only, not investment advice — see disclosures.
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