VO vs XLRE: how much do they overlap?

Vanguard Mid-Cap ETF (VO) · Real Estate Select Sector SPDR ETF (XLRE)

5.4%

overlap by weight · 17 shared holdings

VO: 289 holdings (as of 2026-03-31) · XLRE: 31 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

VO and XLRE 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

CompanyTickerin VOin XLRE
Digital Realty Trust Inc DLR 0.67% 4.74%
Realty Income Corp O 0.62% 4.61%
Public Storage PSA 0.47% 4.47%
CBRE Group Inc CBRE 0.44% 4.26%
Ventas Inc VTR 0.42% 4.59%
Crown Castle Inc CCI 0.39% 3.45%
Simon Property Group Inc SPG 0.31% 4.87%
Iron Mountain Inc IRM 0.31% 3.66%
Extra Space Storage Inc EXR 0.3% 3.11%
VICI Properties Inc VICI 0.3% 2.92%

FAQ

How much do VO and XLRE overlap?

VO and XLRE have a 5.4% overlap by weight, sharing 17 holdings (out of 289 in VO and 31 in XLRE), based on official issuer holdings as of 2026-03-31.

What does 5.4% overlap mean?

VO and XLRE hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.

Which stocks do VO and XLRE both hold?

The largest shared positions are Digital Realty Trust Inc, Realty Income Corp, Public Storage, CBRE Group Inc, Ventas Inc. The full list of top shared holdings with weights in each fund is shown on this page.

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