VUG vs XLB: how much do they overlap?
Vanguard Growth ETF (VUG) · Materials Select Sector SPDR ETF (XLB)
overlap by weight · 4 shared holdings
VUG: 153 holdings (as of 2026-03-31) · XLB: 26 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
VUG and XLB 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 VUG | in XLB |
|---|---|---|---|
| Sherwin-Williams Co/The | SHW | 0.27% | 4.82% |
| Ecolab Inc | ECL | 0.24% | 4.69% |
| Vulcan Materials Co | VMC | 0.13% | 4.67% |
| Martin Marietta Materials Inc | MLM | 0.08% | 4.56% |
FAQ
How much do VUG and XLB overlap?
VUG and XLB have a 0.7% overlap by weight, sharing 4 holdings (out of 153 in VUG and 26 in XLB), based on official issuer holdings as of 2026-03-31.
What does 0.7% overlap mean?
VUG and XLB hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do VUG and XLB both hold?
The largest shared positions are Sherwin-Williams Co/The, Ecolab Inc, Vulcan Materials Co, Martin Marietta Materials Inc. The full list of top shared holdings with weights in each fund is shown on this page.