MDY vs VBR: how much do they overlap?
SPDR S&P MIDCAP 400 ETF Trust (MDY) · Vanguard Small-Cap Value ETF (VBR)
overlap by weight · 258 shared holdings
MDY: 400 holdings (as of 09-Jul-2026) · VBR: 838 holdings (as of 2026-03-31)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Moderate overlap
What this means
MDY and VBR share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.
Top shared holdings
| Company | Ticker | in MDY | in VBR |
|---|---|---|---|
| United Therapeutics Corporation | UTHR | 0.65% | 0.63% |
| Us Foods Holding Corp. | USFD | 0.61% | 0.49% |
| Illumina Inc. | ILMN | 0.81% | 0.43% |
| Ovintiv Inc | OVV | 0.42% | 0.41% |
| Tenet Healthcare Corporation | THC | 0.49% | 0.4% |
| Itt Inc. | ITT | 0.48% | 0.4% |
| Reliance Inc. | RS | 0.53% | 0.38% |
| Mks Inc. | MKSI | 0.69% | 0.37% |
| W. P. Carey Inc. | WPC | 0.44% | 0.37% |
| Annaly Capital Management Inc. | NLY | 0.46% | 0.37% |
FAQ
How much do MDY and VBR overlap?
MDY and VBR have a 43.6% overlap by weight, sharing 258 holdings (out of 400 in MDY and 838 in VBR), based on official issuer holdings as of 09-Jul-2026.
What does 43.6% overlap mean?
MDY and VBR share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
Which stocks do MDY and VBR both hold?
The largest shared positions are United Therapeutics Corporation, Us Foods Holding Corp., Illumina Inc., Ovintiv Inc, Tenet Healthcare Corporation. The full list of top shared holdings with weights in each fund is shown on this page.