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FUND OVERLAP · LOOK-THROUGH

VOO vs VUG: how much do they really overlap?

VOO (Vanguard S&P 500 ETF, tracking the S&P 500) and VUG (Vanguard Growth ETF, tracking the CRSP US Large Cap Growth) overlap by roughly 74% by weight. 9 of VOO's top 10 holdings also appear in VUG. A 50/50 blend of the two behaves like about 28 equally-weighted bets (diversification grade C). In short, the two funds share most of their weight in the same names; the second fund adds only modest differentiation.

74%
weight overlap
9/10
of VOO’s top 10 also in VUG
C
50/50 blend grade
~28
real bets in a 50/50 blend
You think VOO and VUG are two funds. By weight they lean on the same names: both hold NVIDIA Corp. (NVDA)7.9% of VOO and 13.1% of VUG. Hold both and NVDA just becomes a bigger single bet, not a more diversified one.

The same companies, in both funds

These 25 holdings appear in both VOO and VUG. The weight columns show how much of each fund each name represents.

Holdingin VOOin VUG
NVDA NVIDIA Corp.7.89%13.10%
AAPL Apple Inc.7.05%12.32%
MSFT Microsoft Corp.5.14%8.99%
AMZN Amazon.com Inc.4.07%4.85%
GOOGL Alphabet Inc. Class A3.41%5.95%
AVGO Broadcom Inc.3.26%5.17%
GOOG Alphabet Inc. Class C2.71%4.68%
META Facebook Inc. Class A2.13%3.73%
TSLA Tesla Inc.1.89%3.31%
LLY Eli Lilly & Co.1.35%2.53%
AMD Advanced Micro Devices Inc.1.29%2.30%
V Visa Inc. Class A0.83%1.45%
COST Costco Wholesale Corp.0.65%1.15%
MA Mastercard Inc. Class A0.62%1.07%
LRCX Lam Research Corp.0.61%1.09%

+ 10 more shared holdings.

Only in VOO

Vanguard S&P 500 ETFUS large-cap. Its biggest holdings that VUG doesn’t have:

MU Micron Technology Inc.1.68%
BRK.B Berkshire Hathaway Inc. Class B1.34%
JPM JPMorgan Chase & Co.1.16%
XOM Exxon Mobil Corp.0.93%
JNJ Johnson & Johnson0.84%
INTC Intel Corp.0.83%
WMT Walmart Inc.0.78%
CSCO Cisco Systems Inc.0.73%

Only in VUG

Vanguard Growth ETFUS large-cap growth. Its biggest holdings that VOO doesn’t have:

STX Seagate Technology Holdings plc0.55%
MCD McDonald's Corp.0.54%
MRVL Marvell Technology Inc.0.51%
APH Amphenol Corp. Class A0.51%
BA Boeing Co.0.50%
CRWD Crowdstrike Holdings Inc. Class A0.49%
TJX TJX Cos. Inc.0.48%
ANET Arista Networks Inc.0.47%

So — heavily overlapping. Should you hold both?

VOO and VUG share most of their weight in the same names; the second fund adds only modest differentiation. If you already hold VOO, adding VUG mostly increases your bet on the names they share rather than spreading it — a 50/50 blend still behaves like only ~28 equal positions, with the top 10 alone at 52% and the Magnificent Seven at 46%.

Holdings as of — VOO: May 31, 2026 (Vanguard); VUG: May 31, 2026 (Vanguard). Refreshed monthly. Overlap is measured across each fund’s largest holdings (top 50); the diffuse long tail barely moves the math.

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VOO vs VUG — FAQ

How much do VOO and VUG overlap?
VOO and VUG overlap by approximately 74% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 9 of VOO's 10 largest holdings are also held by VUG. They share 25 of their listed top holdings in total.
Is it redundant to hold both VOO and VUG?
Because they share most of their weight in the same names; the second fund adds only modest differentiation, holding both is largely redundant — you mostly duplicate the same megacaps and concentrate rather than diversify. A 50/50 blend has an effective 28 positions and a C diversification grade.
What does VUG hold that VOO doesn't?
VUG's largest holdings that VOO doesn't hold include STX, MCD, MRVL, APH, BA. Its category is US large-cap growth, versus VOO's US large-cap.
Which is more concentrated, VOO or VUG?
VOO's top 10 holdings are 61% of its listed weight; VUG's are 73%. The more concentrated fund leans harder on its largest names.

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