VOO vs XLF: how much do they overlap?

Vanguard S&P 500 ETF (VOO) · Financial Select Sector SPDR ETF (XLF)

12.4%

overlap by weight · 76 shared holdings

VOO: 504 holdings (as of 2026-03-31) · XLF: 77 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

VOO and XLF 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 VOOin XLF
Berkshire Hathaway Inc BRK.B 1.57% 11.57%
JPMorgan Chase & Co JPM 1.34% 11.45%
Visa Inc V 0.89% 7.36%
Mastercard Inc MA 0.73% 5.38%
Bank of America Corp BAC 0.56% 4.93%
Wells Fargo & Co WFC 0.44% 3.39%
Goldman Sachs Group Inc/The GS 0.43% 3.97%
Morgan Stanley MS 0.35% 3.39%
Citigroup Inc C 0.34% 3.03%
American Express Co AXP 0.29% 2.35%

FAQ

How much do VOO and XLF overlap?

VOO and XLF have a 12.4% overlap by weight, sharing 76 holdings (out of 504 in VOO and 77 in XLF), based on official issuer holdings as of 2026-03-31.

What does 12.4% overlap mean?

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

Which stocks do VOO and XLF both hold?

The largest shared positions are Berkshire Hathaway Inc, JPMorgan Chase & Co, Visa Inc, Mastercard Inc, Bank of America Corp. The full list of top shared holdings with weights in each fund is shown on this page.

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