VUG vs XLV: how much do they overlap?
Vanguard Growth ETF (VUG) · Health Care Select Sector SPDR ETF (XLV)
overlap by weight · 14 shared holdings
VUG: 153 holdings (as of 2026-03-31) · XLV: 61 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 XLV 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 XLV |
|---|---|---|---|
| Eli Lilly & Co | LLY | 2.6% | 16.41% |
| Intuitive Surgical Inc | ISRG | 0.56% | 2.48% |
| Vertex Pharmaceuticals Inc | VRTX | 0.39% | 2.15% |
| Stryker Corp | SYK | 0.39% | 1.92% |
| Boston Scientific Corp | BSX | 0.32% | 1.14% |
| IDEXX Laboratories Inc | IDXX | 0.16% | 0.75% |
| ResMed Inc | RMD | 0.12% | 0.52% |
| Mettler-Toledo International Inc | MTD | 0.1% | 0.44% |
| Veeva Systems Inc | VEEV | 0.1% | 0.49% |
| Dexcom Inc | DXCM | 0.1% | 0.48% |
FAQ
How much do VUG and XLV overlap?
VUG and XLV have a 5.1% overlap by weight, sharing 14 holdings (out of 153 in VUG and 61 in XLV), based on official issuer holdings as of 2026-03-31.
What does 5.1% overlap mean?
VUG and XLV hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do VUG and XLV both hold?
The largest shared positions are Eli Lilly & Co, Intuitive Surgical Inc, Vertex Pharmaceuticals Inc, Stryker Corp, Boston Scientific Corp. The full list of top shared holdings with weights in each fund is shown on this page.