VUG vs XLC: how much do they overlap?
Vanguard Growth ETF (VUG) · Communication Services Select Sector SPDR ETF (XLC)
overlap by weight · 9 shared holdings
VUG: 153 holdings (as of 2026-03-31) · XLC: 23 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 XLC 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 XLC |
|---|---|---|---|
| Alphabet Inc | GOOGL | 5.54% | 10.81% |
| Alphabet Inc | GOOG | 4.39% | 8.65% |
| Meta Platforms Inc | META | 4.15% | 18.37% |
| Netflix Inc | NFLX | 1.36% | 4.49% |
| T-Mobile US Inc | TMUS | 0.17% | 4.58% |
| Take-Two Interactive Software Inc | TTWO | 0.13% | 4.38% |
| Live Nation Entertainment Inc | LYV | 0.1% | 4.39% |
| TKO Group Holdings Inc | TKO | 0.04% | 2.14% |
| Trade Desk Inc/The | TTD | 0.03% | 1.52% |
FAQ
How much do VUG and XLC overlap?
VUG and XLC have a 15.9% overlap by weight, sharing 9 holdings (out of 153 in VUG and 23 in XLC), based on official issuer holdings as of 2026-03-31.
What does 15.9% overlap mean?
VUG and XLC hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do VUG and XLC both hold?
The largest shared positions are Alphabet Inc, Alphabet Inc, Meta Platforms Inc, Netflix Inc, T-Mobile US Inc. The full list of top shared holdings with weights in each fund is shown on this page.