VUG vs XLRE: how much do they overlap?
Vanguard Growth ETF (VUG) · Real Estate Select Sector SPDR ETF (XLRE)
overlap by weight · 5 shared holdings
VUG: 153 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
VUG 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 VUG | in XLRE |
|---|---|---|---|
| Welltower Inc | WELL | 0.47% | 11.2% |
| Equinix Inc | EQIX | 0.34% | 6.97% |
| Realty Income Corp | O | 0.11% | 4.61% |
| SBA Communications Corp | SBAC | 0.08% | 1.99% |
| CoStar Group Inc | CSGP | 0.07% | 1.23% |
FAQ
How much do VUG and XLRE overlap?
VUG and XLRE have a 1.1% overlap by weight, sharing 5 holdings (out of 153 in VUG and 31 in XLRE), based on official issuer holdings as of 2026-03-31.
What does 1.1% overlap mean?
VUG and XLRE hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do VUG and XLRE both hold?
The largest shared positions are Welltower Inc, Equinix Inc, Realty Income Corp, SBA Communications Corp, CoStar Group Inc. The full list of top shared holdings with weights in each fund is shown on this page.