VIG vs VUG: 27% overlap

Vanguard Dividend Appreciation ETF and Vanguard Growth ETF share 26.6% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
1.7Effective Funds

You would hold two tickers and get the diversification of 1.7. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
26.6%
VIG expense ratio
0.04%
VUG expense ratio
0.03%

Top shared holdings

VIG and VUG hold 34 of the same securities. The ten contributing most to the overlap figure:

Holdingin VIGin VUGΔ
AVGO4.5%4.3%0.3%
AAPL4.2%11.6%7.4%
MSFT3.5%7.6%4.1%
LLY4.1%2.8%1.3%
V2.3%1.5%0.8%
LRCX2.4%1.5%0.9%
COST1.8%1.2%0.7%
MA1.8%1.1%0.7%
KLAC1.7%1.1%0.6%
ORCL1.1%0.7%0.4%

Where VIG and VUG 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.

SectorVIGVUGΔ
Information Technology26.3%56.0%29.7pp
Financials20.2%3.9%+16.3pp
Communication Services0.0%15.3%15.3pp
Health Care17.7%4.7%+13.0pp
Consumer Staples9.3%1.4%+7.9pp
Industrials12.2%5.0%+7.2pp
Consumer Discretionary4.3%11.4%7.1pp
Utilities3.0%0.0%+3.0pp

Δ is VIG minus VUG, 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
299 positions

64.2% of VIG by weight, held in no part of VUG.

Only in VUG
113 positions

61.9% of VUG 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

VIGVUG
Top 10 holdings31.9%60.3%
Positions held333147
Cost per $10,000 held, per year$4$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 VIG and VUG overlap?

VIG and VUG overlap 26.6% by portfolio weight — moderate overlap. They share 34 holdings. The figure comes from current issuer holdings files (VIG as of 2026-06-30, VUG as of 2026-06-30).

How is the overlap between VIG and VUG 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 VUG 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 VUG?

That depends on your goals — we state facts, not advice. At 26.6% overlap, each fund still contributes meaningfully distinct exposure.

What does VIG own that VUG doesn't?

VIG holds 333 positions and VUG holds 147; 299 of VIG's positions don't appear in VUG at all, and they are 64.2% of VIG by weight.

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