VIG vs XLU: how much do they overlap?
Vanguard Dividend Appreciation ETF (VIG) · Utilities Select Sector SPDR ETF (XLU)
overlap by weight · 13 shared holdings
VIG: 332 holdings (as of 2026-04-30) · XLU: 32 holdings (as of 09-Jul-2026)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Low overlap
What this means
VIG and XLU hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
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 VIG | in XLU |
|---|---|---|---|
| NextEra Energy Inc | NEE | 0.92% | 12.85% |
| American Electric Power Co Inc | AEP | 0.33% | 5.15% |
| Sempra | SRE | 0.28% | 4.38% |
| Entergy Corp | ETR | 0.24% | 3.69% |
| Xcel Energy Inc | XEL | 0.22% | 3.49% |
| Public Service Enterprise Group Inc | PEG | 0.18% | 2.83% |
| DTE Energy Co | DTE | 0.14% | 2.2% |
| Atmos Energy Corp | ATO | 0.14% | 2.06% |
| Ameren Corp | AEE | 0.14% | 2.19% |
| American Water Works Co Inc | AWK | 0.11% | 1.8% |
FAQ
How much do VIG and XLU overlap?
VIG and XLU have a 3% overlap by weight, sharing 13 holdings (out of 332 in VIG and 32 in XLU), based on official issuer holdings as of 2026-04-30.
What does 3% overlap mean?
VIG and XLU hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do VIG and XLU both hold?
The largest shared positions are NextEra Energy Inc, American Electric Power Co Inc, Sempra, Entergy Corp, Xcel Energy Inc. The full list of top shared holdings with weights in each fund is shown on this page.