VOO vs XLRE: how much do they overlap?
Vanguard S&P 500 ETF (VOO) · Real Estate Select Sector SPDR ETF (XLRE)
overlap by weight · 31 shared holdings
VOO: 504 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
VOO 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
| Company | Ticker | in VOO | in XLRE |
|---|---|---|---|
| Welltower Inc | WELL | 0.25% | 11.2% |
| Prologis Inc | PLD | 0.22% | 9.01% |
| Equinix Inc | EQIX | 0.17% | 6.97% |
| American Tower Corp | AMT | 0.14% | 5.25% |
| Simon Property Group Inc | SPG | 0.11% | 4.87% |
| Digital Realty Trust Inc | DLR | 0.1% | 4.74% |
| Realty Income Corp | O | 0.1% | 4.61% |
| Public Storage | PSA | 0.08% | 4.47% |
| CBRE Group Inc | CBRE | 0.07% | 4.26% |
| Ventas Inc | VTR | 0.07% | 4.59% |
FAQ
How much do VOO and XLRE overlap?
VOO and XLRE have a 1.9% overlap by weight, sharing 31 holdings (out of 504 in VOO and 31 in XLRE), based on official issuer holdings as of 2026-03-31.
What does 1.9% overlap mean?
VOO and XLRE hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do VOO and XLRE both hold?
The largest shared positions are Welltower Inc, Prologis Inc, Equinix Inc, American Tower Corp, Simon Property Group Inc. The full list of top shared holdings with weights in each fund is shown on this page.