VWOvsXLK

Vanguard Emerging Markets Stock ETF or State Street Technology Select Sector SPDR ETF, side by side from their own SEC filings. They hold no stocks in common. VWO costs 0.06% a year against 0.08% for XLK, $2 a year less on $10,000. Over the last twelve months VWO returned +20.5% and XLK +51.2%.

0%of the two portfolios is the same stocks at the same weight
VWO0% in stocks the other holds too
XLK0% in stocks the other holds too
stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

VWOXLKYearly cost0.06%0.08%Net assets$162.0B$123.9BPositions6,39379Last 12 months+20.5%+51.2%3 years, a year+14.2%+30.7%5 years, a year+6.1%+21.8%Largest holdingTaiwan 15.6%NVDA 14.6%Main sectorn/aTechnology 100%Holdings as ofJul 31, 2026Jun 30, 2026

Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.

Growth of $100

Both funds from August 2019, the first month both report, dividends reinvested.

VWO$175XLK$501
August 2019June 2026

Only in VWO

Its biggest stocks the other fund does not hold.

  1. PDDPDD Holdings Inc.0.6%
  2. AUAngloGold Ashanti plc0.3%
  3. YUMCYum China Holdings, Inc.0.1%
  4. UMCUnited Microelectronics Corporation0.1%
  5. YMMFull Truck Alliance Co. Ltd.0.1%
  6. TMETencent Music Entertainment Group0.0%

Only in XLK

Its biggest stocks the other fund does not hold.

  1. NVDANVIDIA Corporation14.7%
  2. AAPLApple Inc.12.8%
  3. MSFTMicrosoft Corporation8.4%
  4. MUMicron Technology5.4%
  5. AVGOBroadcom5.4%
  6. AMDAdvanced Micro Devices5.3%

More comparisons

VGT vs XLKFTEC vs XLKIGM vs XLKIYW vs XLKIXN vs XLK

From each fund’s Form N-PORT (VWO: July 2026, XLK: June 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.