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REDDIT

Rethinking my ETF strategy – too much overlap?

Y
Mar 3, 2026 · 17:22

Hi everyone,

I started investing some time ago and I’m currently putting €800 per month into ETFs. I set everything up as recurring monthly investments and just let it run.

Right now my setup looks like this:

• €300 into iShares EUNL (MSCI World) – this one I buy via Revolut

• €150 into EXUS (World ex-US) – bought via IBKR

• €100 into EMIM (Emerging Markets) – IBKR

• €150 into VGWE (FTSE All-World High Dividend) – IBKR

• €100 into XDWT (MSCI World IT) – IBKR

The more I look at it, the more I feel like I have unnecessary overlap. For example, EUNL already includes US and non-US developed markets, EMIM adds emerging markets, VGWE overlaps with global equities again, and XDWT is basically a sector slice of what I already own.

So I’m wondering if I’m overcomplicating this.

Would it make more sense to simplify and just:

• Go all-in on one global ETF (like MSCI World or FTSE All-World),

• Or split between World + EM,

• Or maybe World ex-US + US separately?

I also liked the idea of having separate monthly allocations to Healthcare, Energy, and IT ETFs. But now I’m questioning whether that’s just performance-chasing and adding complexity without real benefit.

For long-term investing (20+ years), is it smarter to just accumulate everything into 1–2 broad global ETFs and stop thinking about sectors? Or is there a solid argument for keeping sector ETFs as a small tilt?

I’m in Europe, long-term horizon, no need for dividends, just growth.

Would really appreciate some honest feedback. I’m open to simplifying if that’s the smarter move.

Thanks!