IEMG vs VWO: 73% overlap

iShares Core MSCI Emerging Markets ETF and Vanguard FTSE Emerging Markets ETF share 73.4% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
1.3Effective Funds

You would hold two tickers and get the diversification of 1.3. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
73.4%
IEMG expense ratio
0.09%
VWO expense ratio
0.06%

Top shared holdings

IEMG and VWO hold 2,158 of the same securities. The ten contributing most to the overlap figure:

Holdingin IEMGin VWOΔ
233013.4%15.7%2.3%
7002.6%2.8%0.3%
99881.8%1.8%0.0%
24541.3%1.6%0.4%
23080.8%1.0%0.2%
23170.7%0.8%0.1%
9390.7%0.7%0.1%
HDFCBANK0.6%0.8%0.2%
RELIANCE0.6%0.8%0.2%
ICICIBANK0.6%0.6%0.1%

Where IEMG and VWO 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.

SectorIEMGVWOΔ
Unclassified0.0%9.3%9.3pp
Information Technology39.8%31.6%+8.2pp
Cash and/or Derivatives0.8%4.2%3.4pp
Industrials7.7%5.9%+1.9pp
Financials18.1%17.2%+0.9pp
Cash & Other0.8%0.0%+0.8pp
Consumer Discretionary8.5%7.9%+0.6pp
Health Care3.1%2.8%+0.3pp

Δ is IEMG minus VWO, 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
631 positions

24.6% of IEMG by weight, held in no part of VWO.

Only in VWO
2,845 positions

9.7% of VWO 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

IEMGVWO
Top 10 holdings33.6%30.3%
Positions held2,7905,003
Cost per $10,000 held, per year$9$6

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 VWO overlap?

IEMG and VWO overlap 73.4% by portfolio weight — substantial duplication if you hold both. They share 2,158 holdings. The figure comes from current issuer holdings files (IEMG as of 2026-07-23, VWO as of 2026-06-30).

How is the overlap between IEMG and VWO 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 VWO 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 VWO?

That depends on your goals — we state facts, not advice. At 73.4% overlap, most of what one fund holds, the other holds too. Expense ratios: IEMG 0.09% versus VWO 0.06%.

What does IEMG own that VWO doesn't?

IEMG holds 2,790 positions and VWO holds 5,003; 631 of IEMG's positions don't appear in VWO at all, and they are 24.6% of IEMG by weight.

You probably hold more than two funds

This page compares IEMG and VWO. Paste your whole portfolio — brokerage, 401(k), IRA — and see the overlap across every fund at once, plus what you actually own underneath them and your own Effective Funds number. Free, no account, nothing stored.

X-ray my portfolio — free →

Watch IEMG vs VWO

We re-read both funds’ published holdings every weeknight. Leave an address and we'll tell you when what's inside actually changes.

Not sending yet — email alerts are built but switched off, and you'll be among the first when they turn on. No spam, one-click unsubscribe.

Related comparisons

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