VUG vs XLF: Complete Comparison
Vanguard Growth ETF vs Financial Select Sector SPDR Fund — overlap, correlation, performance & risk analysis
Visual Overlap
Price Performance
Historical price comparison over 3M
📈Performance Comparison
⚠️Risk Metrics
Interpretation:
- 📊 Lower volatility = smoother ride
- ⚡ Higher Sharpe/Sortino = better risk-adjusted returns
- ⚠️ Smaller max drawdown = less worst-case pain
- 📈 Beta > 1 = more volatile than S&P 500
⚔️Head-to-Head Comparison
🏆 VUG wins this comparison
Key Factors
▶Additional Metrics (5)
Bottom line: VUG wins with better expense ratio and number of holdings and 5-year return. Consider VUG for your portfolio, but XLF is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
0 shared holdings representing 0.0% portfolio overlap
Top Shared Holdings
| # | Stock | VUG Weight | XLF Weight | Overlap |
|---|
Top Holdings Only in VUG
Unique to VUG
| Symbol | Name | Weight |
|---|---|---|
| AAPL | Apple Inc | 12.85% |
| MSFT | Microsoft Corp | 11.85% |
| NVDA | NVIDIA Corp | 9.25% |
| AMZN | Amazon.com Inc | 6.85% |
| META | Meta Platforms Inc | 4.65% |
Top Holdings Only in XLF
Unique to XLF
| Symbol | Name | Weight |
|---|---|---|
| BRK-B | BRK-B | 11.80% |
| JPM | JPM | 10.82% |
| V | V | 7.26% |
| MA | MA | 5.81% |
| BAC | BAC | 4.78% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = Σ min(weightA, weightB) for each shared holdingNormalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).
Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.
📊 This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.
Want deeper analysis on VUG or XLF?
Complement your EigenDex analysis with these research tools.
Some links may be affiliate links. We may earn a commission at no extra cost to you. This helps support EigenDex as a free tool. We only recommend tools we believe provide genuine value to investors.