VGSLX vs VOO: 2% overlap

Vanguard Real Estate Index Admiral and Vanguard S&P 500 ETF share 2.0% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
2.0Effective Funds

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

Overlap
2.0%
VGSLX expense ratio
0.13%
VOO expense ratio
0.03%

Top shared holdings

VGSLX and VOO hold 32 of the same securities. The ten contributing most to the overlap figure:

Holdingin VGSLXin VOOΔ
WELL8.4%0.2%8.2%
CASH0.6%0.2%0.4%
PLD6.7%0.2%6.5%
EQIX5.5%0.2%5.3%
AMT4.0%0.1%3.9%
SPG3.9%0.1%3.7%
DLR3.3%0.1%3.2%
O3.0%0.1%3.0%
PSA2.7%0.1%2.6%
VTR2.2%0.1%2.2%

Where VGSLX and VOO 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.

SectorVGSLXVOOΔ
Real Estate84.0%1.8%+82.2pp
Information Technology0.0%38.0%38.0pp
Unclassified14.7%0.0%+14.7pp
Financials0.3%11.6%11.3pp
Communication Services0.0%9.7%9.7pp
Consumer Discretionary0.2%9.3%9.1pp
Industrials0.0%8.9%8.9pp
Health Care0.0%8.9%8.9pp

Δ is VGSLX minus VOO, 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 VGSLX
113 positions

37.0% of VGSLX by weight, held in no part of VOO.

Only in VOO
473 positions

98.0% of VOO by weight, held in no part of VGSLX.

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

Concentration and cost

VGSLXVOO
Top 10 holdings54.1%36.4%
Positions held145505
Cost per $10,000 held, per year$13$3

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 VGSLX and VOO overlap?

VGSLX and VOO overlap 2.0% by portfolio weight — largely distinct portfolios. They share 32 holdings. The figure comes from current issuer holdings files (VGSLX as of 2026-06-30, VOO as of 2026-06-30).

How is the overlap between VGSLX and VOO calculated?

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

That depends on your goals — we state facts, not advice. At 2.0% overlap, each fund still contributes meaningfully distinct exposure.

What does VGSLX own that VOO doesn't?

VGSLX holds 145 positions and VOO holds 505; 113 of VGSLX's positions don't appear in VOO at all, and they are 37.0% of VGSLX by weight.

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