VUG vs XLV: Complete Comparison
Vanguard Growth ETF vs Health Care Select Sector SPDR Fund โ overlap, correlation, performance & risk analysis
Visual Overlap
Price Performance
Historical price comparison over 3M
๐Performance Comparison
โ ๏ธRisk Metrics
Interpretation:
- ๐ Lower volatility = smoother ride
- โก Higher Sharpe/Sortino = better risk-adjusted returns
- โ ๏ธ Smaller max drawdown = less worst-case pain
- ๐ Beta > 1 = more volatile than S&P 500
โ๏ธHead-to-Head Comparison
๐ VUG wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: VUG wins with better expense ratio and number of holdings and 5-year return. Consider VUG for your portfolio, but XLV is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
1 shared holdings representing 4.0% portfolio overlap
Top Shared Holdings
| # | Stock | VUG Weight | XLV Weight | Overlap |
|---|---|---|---|---|
| 1 | LLY Eli Lilly and Co | 2.45% | 14.33% | 2.45% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
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 XLV
Unique to XLV
| Symbol | Name | Weight |
|---|---|---|
| JNJ | JNJ | 8.84% |
| ABBV | ABBV | 7.23% |
| UNH | UNH | 5.38% |
| MRK | MRK | 4.44% |
| TMO | TMO | 3.90% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = ฮฃ 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.
๐ This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.
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