VB vs VNQ: 8% overlap

Vanguard Small-Cap ETF and Vanguard Real Estate ETF share 7.8% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
1.9Effective Funds

You would hold two tickers and get the diversification of 1.9. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
7.8%
VB expense ratio
0.03%
VNQ expense ratio
0.13%

Top shared holdings

VB and VNQ hold 95 of the same securities. The ten contributing most to the overlap figure:

Holdingin VBin VNQΔ
CASH1.7%0.6%1.1%
ESS0.2%1.0%0.8%
INVH0.2%0.9%0.7%
WY0.2%0.9%0.7%
KIM0.2%0.9%0.7%
HST0.2%0.9%0.7%
MAA0.2%0.9%0.7%
WPC0.2%0.8%0.6%
SUI0.2%0.8%0.6%
DOC0.2%0.8%0.6%

Where VB and VNQ differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorVBVNQΔ
Real Estate7.1%84.0%76.9pp
Industrials21.0%0.0%+21.0pp
Information Technology16.1%0.0%+16.1pp
Unclassified0.6%14.7%14.1pp
Financials12.7%0.3%+12.5pp
Health Care11.9%0.0%+11.9pp
Consumer Discretionary9.9%0.2%+9.7pp
Materials5.3%0.0%+5.3pp

Δ is VB minus VNQ, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in VB
1,213 positions

91.1% of VB by weight, held in no part of VNQ.

Only in VNQ
50 positions

68.1% of VNQ by weight, held in no part of VB.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

VBVNQ
Top 10 holdings5.6%54.1%
Positions held1,308145
Cost per $10,000 held, per year$3$13

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do VB and VNQ overlap?

VB and VNQ overlap 7.8% by portfolio weight — largely distinct portfolios. They share 95 holdings. The figure comes from current issuer holdings files (VB as of 2026-06-30, VNQ as of 2026-06-30).

How is the overlap between VB and VNQ calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If VB holds a stock at 6% and VNQ holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both VB and VNQ?

That depends on your goals — we state facts, not advice. At 7.8% overlap, each fund still contributes meaningfully distinct exposure.

What does VB own that VNQ doesn't?

VB holds 1,308 positions and VNQ holds 145; 1,213 of VB's positions don't appear in VNQ at all, and they are 91.1% of VB by weight.

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Sources: issuer holdings files, VB as of 2026-06-30, VNQ as of 2026-06-30. Weights are fractions of each fund. Diagnostics, not advice.