VWO vs XLU: 0% overlap

Vanguard FTSE Emerging Markets ETF and Utilities Select Sector SPDR Fund share 0.3% 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
0.3%
VWO expense ratio
0.06%
XLU expense ratio
0.08%

Top shared holdings

VWO and XLU hold 2 of the same securities. The ten contributing most to the overlap figure:

Holdingin VWOin XLUΔ
CASH4.2%0.3%3.9%
SRE0.0%4.2%4.2%

Where VWO and XLU 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.

SectorVWOXLUΔ
Utilities2.1%99.7%97.5pp
Information Technology31.6%0.0%+31.6pp
Financials17.2%0.0%+17.2pp
Unclassified9.3%0.0%+9.3pp
Consumer Discretionary7.9%0.0%+7.9pp
Industrials5.9%0.0%+5.9pp
Materials5.7%0.0%+5.7pp
Communication Services5.4%0.0%+5.4pp

Δ is VWO minus XLU, 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 VWO
5,001 positions

95.8% of VWO by weight, held in no part of XLU.

Only in XLU
30 positions

95.4% of XLU by weight, held in no part of VWO.

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

Concentration and cost

VWOXLU
Top 10 holdings30.3%58.0%
Positions held5,00333
Cost per $10,000 held, per year$6$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 VWO and XLU overlap?

VWO and XLU overlap 0.3% by portfolio weight — largely distinct portfolios. They share 2 holdings. The figure comes from current issuer holdings files (VWO as of 2026-06-30, XLU as of 2026-07-23).

How is the overlap between VWO and XLU calculated?

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

That depends on your goals — we state facts, not advice. At 0.3% overlap, each fund still contributes meaningfully distinct exposure.

What does VWO own that XLU doesn't?

VWO holds 5,003 positions and XLU holds 33; 5,001 of VWO's positions don't appear in XLU at all, and they are 95.8% of VWO by weight.

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Related comparisons

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