VIG vs VNQ: 1% overlap

Vanguard Dividend Appreciation ETF and Vanguard Real Estate ETF share 0.6% 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
0.6%
VIG expense ratio
0.04%
VNQ expense ratio
0.13%

Top shared holdings

VIG and VNQ hold 1 of the same securities. The ten contributing most to the overlap figure:

Holdingin VIGin VNQΔ
CASH0.6%0.6%0.0%

Where VIG 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.

SectorVIGVNQΔ
Real Estate0.0%84.0%84.0pp
Information Technology26.3%0.0%+26.3pp
Financials20.2%0.3%+19.9pp
Health Care17.7%0.0%+17.7pp
Unclassified0.0%14.7%14.7pp
Industrials12.2%0.0%+12.1pp
Consumer Staples9.3%0.2%+9.2pp
Consumer Discretionary4.3%0.2%+4.0pp

Δ is VIG 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 VIG
332 positions

99.4% of VIG by weight, held in no part of VNQ.

Only in VNQ
144 positions

99.4% of VNQ by weight, held in no part of VIG.

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

Concentration and cost

VIGVNQ
Top 10 holdings31.9%54.1%
Positions held333145
Cost per $10,000 held, per year$4$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 VIG and VNQ overlap?

VIG and VNQ overlap 0.6% by portfolio weight — largely distinct portfolios. They share 1 holdings. The figure comes from current issuer holdings files (VIG as of 2026-06-30, VNQ as of 2026-06-30).

How is the overlap between VIG and VNQ calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If VIG 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 VIG and VNQ?

That depends on your goals — we state facts, not advice. At 0.6% overlap, each fund still contributes meaningfully distinct exposure.

What does VIG own that VNQ doesn't?

VIG holds 333 positions and VNQ holds 145; 332 of VIG's positions don't appear in VNQ at all, and they are 99.4% of VIG by weight.

You probably hold more than two funds

This page compares VIG and VNQ. Paste your whole portfolio — brokerage, 401(k), IRA — and see the overlap across every fund at once, plus what you actually own underneath them and your own Effective Funds number. Free, no account, nothing stored.

X-ray my portfolio — free →

Watch VIG vs VNQ

We re-read both funds’ published holdings every weeknight. Leave an address and we'll tell you when what's inside actually changes.

Not sending yet — email alerts are built but switched off, and you'll be among the first when they turn on. No spam, one-click unsubscribe.

Related comparisons

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