VBR vs VXF: 40% overlap

Vanguard Small-Cap Value ETF and Vanguard Extended Market ETF share 39.5% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
1.6Effective Funds

You would hold two tickers and get the diversification of 1.6. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
39.5%
VBR expense ratio
0.05%
VXF expense ratio
0.05%

Top shared holdings

VBR and VXF hold 727 of the same securities. The ten contributing most to the overlap figure:

Holdingin VBRin VXFΔ
CASH0.8%3.8%3.0%
MKSI0.3%0.3%0.0%
ILMN0.3%0.3%0.0%
USFD0.5%0.3%0.2%
UTHR0.2%0.3%0.0%
SNX0.4%0.2%0.2%
FCNCA0.3%0.2%0.1%
RS0.4%0.2%0.2%
EWBC0.4%0.2%0.2%
PFGC0.4%0.2%0.2%

Where VBR and VXF 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.

SectorVBRVXFΔ
Information Technology9.4%17.6%8.2pp
Health Care8.0%13.2%5.1pp
Real Estate9.8%4.8%+5.0pp
Financials18.3%13.9%+4.4pp
Utilities5.2%1.9%+3.3pp
Materials7.2%4.1%+3.2pp
Cash and/or Derivatives0.8%3.8%3.0pp
Consumer Discretionary11.4%8.8%+2.6pp

Δ is VBR minus VXF, 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 VBR
112 positions

30.1% of VBR by weight, held in no part of VXF.

Only in VXF
2,600 positions

57.1% of VXF by weight, held in no part of VBR.

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

Concentration and cost

VBRVXF
Top 10 holdings6.2%10.6%
Positions held8393,327
Cost per $10,000 held, per year$5$5

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 VBR and VXF overlap?

VBR and VXF overlap 39.5% by portfolio weight — moderate overlap. They share 727 holdings. The figure comes from current issuer holdings files (VBR as of 2026-06-30, VXF as of 2026-06-30).

How is the overlap between VBR and VXF calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If VBR holds a stock at 6% and VXF 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 VBR and VXF?

That depends on your goals — we state facts, not advice. At 39.5% overlap, each fund still contributes meaningfully distinct exposure.

What does VBR own that VXF doesn't?

VBR holds 839 positions and VXF holds 3,327; 112 of VBR's positions don't appear in VXF at all, and they are 30.1% of VBR by weight.

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Related comparisons

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