IEMG vs VTV: 0% overlap

iShares Core MSCI Emerging Markets ETF and Vanguard Value ETF share 0.5% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
2.0Effective Funds

You would hold two tickers and get the diversification of 2.0. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
0.5%
IEMG expense ratio
0.09%
VTV expense ratio
0.03%

Top shared holdings

IEMG and VTV hold 7 of the same securities. The ten contributing most to the overlap figure:

Holdingin IEMGin VTVΔ
CASH0.4%0.4%0.1%
HAL0.1%0.1%0.0%
BDX0.0%0.2%0.1%
TEL0.0%0.2%0.2%
CCL0.0%0.1%0.1%
LULU0.0%0.0%0.0%
SRE0.0%0.2%0.2%

Where IEMG and VTV differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorIEMGVTVΔ
Information Technology39.8%14.1%+25.8pp
Health Care3.1%15.1%12.0pp
Industrials7.7%15.0%7.2pp
Consumer Staples3.0%8.7%5.8pp
Consumer Discretionary8.5%3.9%+4.6pp
Financials18.1%22.1%4.0pp
Energy3.5%6.8%3.4pp
Utilities2.0%4.8%2.8pp

Δ is IEMG minus VTV, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in IEMG
2,782 positions

98.8% of IEMG by weight, held in no part of VTV.

Only in VTV
302 positions

98.7% of VTV by weight, held in no part of IEMG.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

IEMGVTV
Top 10 holdings33.6%23.6%
Positions held2,790309
Cost per $10,000 held, per year$9$3

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do IEMG and VTV overlap?

IEMG and VTV overlap 0.5% by portfolio weight — largely distinct portfolios. They share 7 holdings. The figure comes from current issuer holdings files (IEMG as of 2026-07-23, VTV as of 2026-06-30).

How is the overlap between IEMG and VTV calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If IEMG holds a stock at 6% and VTV holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both IEMG and VTV?

That depends on your goals — we state facts, not advice. At 0.5% overlap, each fund still contributes meaningfully distinct exposure.

What does IEMG own that VTV doesn't?

IEMG holds 2,790 positions and VTV holds 309; 2,782 of IEMG's positions don't appear in VTV at all, and they are 98.8% of IEMG by weight.

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Sources: issuer holdings files, IEMG as of 2026-07-23, VTV as of 2026-06-30. Weights are fractions of each fund. Diagnostics, not advice.