VGT vs VWO: 0% overlap

Vanguard Information Technology ETF and Vanguard FTSE Emerging Markets ETF share 0.4% 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
0.4%
VGT expense ratio
0.09%
VWO expense ratio
0.06%

Top shared holdings

VGT and VWO hold 5 of the same securities. The ten contributing most to the overlap figure:

Holdingin VGTin VWOΔ
CASH0.4%4.2%3.8%
TEL0.3%0.0%0.3%
BOX0.1%0.0%0.0%
PTC0.1%0.0%0.1%
PLUS0.0%0.0%0.0%

Where VGT 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.

SectorVGTVWOΔ
Information Technology99.5%31.6%+67.9pp
Financials0.0%17.2%17.2pp
Unclassified0.0%9.3%9.3pp
Consumer Discretionary0.0%7.9%7.9pp
Industrials0.0%5.9%5.9pp
Materials0.0%5.7%5.7pp
Communication Services0.0%5.4%5.4pp
Cash and/or Derivatives0.4%4.2%3.8pp

Δ is VGT 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 VGT
317 positions

99.2% of VGT by weight, held in no part of VWO.

Only in VWO
4,998 positions

95.8% of VWO by weight, held in no part of VGT.

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

Concentration and cost

VGTVWO
Top 10 holdings59.9%30.3%
Positions held3225,003
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 VGT and VWO overlap?

VGT and VWO overlap 0.4% by portfolio weight — largely distinct portfolios. They share 5 holdings. The figure comes from current issuer holdings files (VGT as of 2026-06-30, VWO as of 2026-06-30).

How is the overlap between VGT and VWO calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If VGT 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 VGT and VWO?

That depends on your goals — we state facts, not advice. At 0.4% overlap, each fund still contributes meaningfully distinct exposure.

What does VGT own that VWO doesn't?

VGT holds 322 positions and VWO holds 5,003; 317 of VGT's positions don't appear in VWO at all, and they are 99.2% of VGT by weight.

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Related comparisons

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