VOOV vs XLY: 10% overlap

Vanguard S&P 500 Value ETF and Consumer Discretionary Select Sector SPDR Fund share 10.4% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published 27 days apart — VOOV as of 2026-06-30, the rest through 2026-07-27. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
1.9Effective Funds

You would hold two tickers and get the diversification of 1.9. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
10.4%
VOOV expense ratio
0.07%
XLY expense ratio
0.08%

Top shared holdings

VOOV and XLY hold 35 of the same securities. The ten contributing most to the overlap figure:

Holdingin VOOVin XLYΔ
AMZN3.8%22.8%19.1%
TSLA1.6%15.3%13.7%
HD1.2%5.9%4.7%
LOW0.4%3.1%2.7%
SBUX0.4%3.1%2.7%
MCD0.4%4.4%4.0%
TJX0.3%4.3%4.0%
GM0.2%2.1%1.8%
F0.2%1.5%1.3%
NKE0.2%1.3%1.2%

Where VOOV and XLY 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.

SectorVOOVXLYΔ
Consumer Discretionary10.3%99.9%89.6pp
Information Technology20.5%0.0%+20.5pp
Financials15.3%0.0%+15.3pp
Health Care12.2%0.0%+12.2pp
Industrials11.4%0.0%+11.4pp
Consumer Staples8.8%0.0%+8.8pp
Energy6.6%0.0%+6.6pp
Utilities4.4%0.0%+4.4pp

Δ is VOOV minus XLY, 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 VOOV
403 positions

89.2% of VOOV by weight, held in no part of XLY.

Only in XLY
13 positions

17.9% of XLY by weight, held in no part of VOOV.

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

Concentration and cost

VOOVXLY
Top 10 holdings23.8%67.0%
Positions held43849
Cost per $10,000 held, per year$7$8

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 VOOV and XLY overlap?

VOOV and XLY overlap 10.4% by portfolio weight — largely distinct portfolios. They share 35 holdings. The figure comes from current issuer holdings files (VOOV as of 2026-06-30, XLY as of 2026-07-27).

How is the overlap between VOOV and XLY calculated?

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

That depends on your goals — we state facts, not advice. At 10.4% overlap, each fund still contributes meaningfully distinct exposure.

What does VOOV own that XLY doesn't?

VOOV holds 438 positions and XLY holds 49; 403 of VOOV's positions don't appear in XLY at all, and they are 89.2% of VOOV by weight.

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Related comparisons

Sources: issuer holdings files, VOOV as of 2026-06-30, XLY as of 2026-07-27. Weights are fractions of each fund. Diagnostics, not advice.