VV vs XLV: 9% overlap

Vanguard Large-Cap ETF and Health Care Select Sector SPDR Fund share 8.9% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

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
8.9%
VV expense ratio
0.03%
XLV expense ratio
0.08%

Top shared holdings

VV and XLV hold 46 of the same securities. The ten contributing most to the overlap figure:

Holdingin VVin XLVΔ
LLY1.6%16.1%14.5%
JNJ1.0%10.7%9.7%
ABBV0.7%7.8%7.1%
UNH0.6%6.6%6.0%
MRK0.5%5.5%5.0%
AMGN0.3%3.4%3.1%
TMO0.3%3.6%3.4%
ABT0.2%3.0%2.8%
GILD0.2%2.8%2.5%
ISRG0.2%2.0%1.8%

Where VV and XLV 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.

SectorVVXLVΔ
Health Care8.9%99.7%90.8pp
Information Technology38.1%0.0%+38.1pp
Financials11.6%0.0%+11.6pp
Communication Services10.0%0.0%+10.0pp
Consumer Discretionary9.1%0.0%+9.1pp
Industrials9.0%0.0%+9.0pp
Consumer Staples4.5%0.0%+4.5pp
Energy3.0%0.0%+3.0pp

Δ is VV minus XLV, 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 VV
388 positions

90.7% of VV by weight, held in no part of XLV.

Only in XLV
15 positions

3.0% of XLV by weight, held in no part of VV.

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

Concentration and cost

VVXLV
Top 10 holdings36.6%62.0%
Positions held43462
Cost per $10,000 held, per year$3$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 VV and XLV overlap?

VV and XLV overlap 8.9% by portfolio weight — largely distinct portfolios. They share 46 holdings. The figure comes from current issuer holdings files (VV as of 2026-06-30, XLV as of 2026-07-23).

How is the overlap between VV and XLV calculated?

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

That depends on your goals — we state facts, not advice. At 8.9% overlap, each fund still contributes meaningfully distinct exposure.

What does VV own that XLV doesn't?

VV holds 434 positions and XLV holds 62; 388 of VV's positions don't appear in XLV at all, and they are 90.7% of VV by weight.

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Related comparisons

Sources: issuer holdings files, VV as of 2026-06-30, XLV as of 2026-07-23. Weights are fractions of each fund. Diagnostics, not advice.