VLXVX vs VNQ: 2% overlap

Vanguard Target Retirement 2065 and Vanguard Real Estate ETF share 1.8% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published about 3 months apart — VLXVX as of 2026-03-31, the rest through 2026-06-30. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

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
1.8%
VLXVX expense ratio
0.08%
VNQ expense ratio
0.13%

Top shared holdings

VLXVX and VNQ hold 143 of the same securities. The ten contributing most to the overlap figure:

Holdingin VLXVXin VNQΔ
CASH2.0%0.6%1.4%
WELL0.1%8.4%8.3%
PLD0.1%6.7%6.6%
EQIX0.1%5.5%5.4%
AMT0.1%4.0%4.0%
SPG0.1%3.9%3.8%
DLR0.0%3.3%3.2%
O0.0%3.0%3.0%
PSA0.0%2.7%2.6%
VTR0.0%2.2%2.2%

Where VLXVX 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.

SectorVLXVXVNQΔ
Real Estate1.9%84.0%82.1pp
Information Technology26.3%0.0%+26.3pp
Financials14.1%0.3%+13.9pp
Industrials10.6%0.0%+10.6pp
Unclassified6.1%14.7%8.6pp
Consumer Discretionary7.6%0.2%+7.4pp
Health Care7.0%0.0%+7.0pp
Communication Services6.0%0.0%+6.0pp

Δ is VLXVX 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 VLXVX
16,539 positions

96.8% of VLXVX by weight, held in no part of VNQ.

Only in VNQ
2 positions

14.5% of VNQ by weight, held in no part of VLXVX.

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

Concentration and cost

VLXVXVNQ
Top 10 holdings19.3%54.1%
Positions held6145
Cost per $10,000 held, per year$8$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 VLXVX and VNQ overlap?

VLXVX and VNQ overlap 1.8% by portfolio weight — largely distinct portfolios. They share 143 holdings. The figure comes from current issuer holdings files (VLXVX as of 2026-03-31, VNQ as of 2026-06-30).

How is the overlap between VLXVX and VNQ calculated?

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

That depends on your goals — we state facts, not advice. At 1.8% overlap, each fund still contributes meaningfully distinct exposure.

What does VLXVX own that VNQ doesn't?

VLXVX holds 6 positions and VNQ holds 145; 16,539 of VLXVX's positions don't appear in VNQ at all, and they are 96.8% of VLXVX by weight.

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Related comparisons

Sources: issuer holdings files, VLXVX as of 2026-03-31, VNQ as of 2026-06-30. Weights are fractions of each fund. Diagnostics, not advice.