XEC vs VEE
VEE brought emerging markets down to 84%.
With $10,000 in each. It added 2,784 companies your XEC didn’t hold, like PDD Holdings, Delta Electronics Thailand and Fomento Economico Mexicano.
XEC and VEE overlap
71%
They share 2,047 companies. $8,941 of the $10,000 in VEE goes to companies XEC already holds, most of all Taiwan Semiconductor Manufacturing, Tencent Holdings, Alibaba Group Holding.
VEE adds 2,784 companies XEC doesn’t hold, like PDD Holdings, Delta Electronics Thailand, Fomento Economico Mexicano.
The ten biggest companies go from 35% to 30% of the money.
The biggest 15 companies in $20,000
Taiwan Semiconductor Manufacturing
27 shares · Taiwan
$2,805
+$1,556 from VEE
Samsung Electronics
2.31 shares · South Korea
$755
SK hynix
0.266 shares · South Korea
$582
Tencent Holdings
6.98 shares · Cayman Islands
$569
+$331 from VEE
Alibaba Group Holding
19.7 shares · Cayman Islands
$424
+$241 from VEE
MediaTek
1.65 shares · Taiwan
$277
+$136 from VEE
Delta Electronics
2.14 shares · Taiwan
$184
+$82.11 from VEE
China Construction Bank
101 shares · China
$164
+$91.81 from VEE
Hon Hai Precision Industry
13.7 shares · Taiwan
$159
+$80.76 from VEE
HDFC Bank
12.6 shares · India
$138
+$77.53 from VEE
Reliance Industries
7.12 shares · India
$138
+$79.83 from VEE
ICICI Bank
5.86 shares · India
$117
+$69.25 from VEE
Petroleo Brasileiro
4.96 shares · Brazil
$114
+$64.10 from VEE
Industrial & Commercial Bank of China
81.1 shares · China
$112
+$71.54 from VEE
Xiaomi
19 shares · Cayman Islands
$96.97
+$54.79 from VEE
And 5,236 more companies.
Holdings as of May 31, 2026 to Jul 31, 2026, from the US funds’ SEC filings; Canadian funds by their published mix, estimated where they hold stocks directly. Sources