Which stocks do VOOG and XLC both hold?

9 stocks are in both. The biggest shared positions: GOOGL (6.2% of VOOG, 13.1% of XLC), GOOG (4.9% of VOOG, 10.4% of XLC), META (3.8% of VOOG, 19.9% of XLC), NFLX (1.0% of VOOG, 4.8% of XLC), TTWO (0.1% of VOOG, 5.2% of XLC).

VOOGvsXLC

Vanguard S&P 500 Growth ETF or State Street Communication Services Select Sector SPDR ETF, side by side from their own SEC filings. 16% of their stock holdings are the same at the same weight, across 9 stocks in both. VOOG costs 0.05% a year against 0.08% for XLC, $3 a year less on $10,000. Over the last twelve months VOOG returned +36.0% and XLC +0.1%.

16%of the two portfolios is the same stocks at the same weight

VOOG16% in stocks the other holds too

XLC61% in stocks the other holds too

stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

VOOGXLCYearly cost0.05%0.08%Net assets$26.5B$22.3BPositions15328Last 12 months+36.0%+0.1%3 years, a year+29.2%+19.4%5 years, a year+16.1%+6.9%Largest holdingNVDA 14.3%META 19.9%Main sectorTechnology 53%Communication Services 88%Holdings as ofMay 31, 2026Jun 30, 2026

Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.

Growth of $100

Both funds from September 2019, the first month both report, dividends reinvested.

VOOG$331XLC$249

September 2019May 2026

What they both hold

9 stocks are in both funds: 16% of VOOG and 61% of XLC. The biggest shared positions:

Stockin VOOGin XLC

GOOGLAlphabet Inc.6.2%13.1%GOOGAlphabet Inc. (Class C)4.9%10.4%METAMeta Platforms3.8%19.9%NFLXNetflix1.0%4.8%TTWOTake-Two Interactive0.1%5.2%LYVLive Nation Entertainment0.0%3.5%TKOTKO Group Holdings0.0%1.5%FOXAFox Corporation (Class A)0.0%1.3%FOXFox Corporation (Class B)0.0%0.8%

Only in VOOG

Its biggest stocks the other fund does not hold.

Only in XLC

Its biggest stocks the other fund does not hold.

More comparisons

SPYG vs VOOG IVW vs VOOG IUSG vs VOOG VOOG vs VUG IWY vs VOOG IWY vs XLC CGGR vs XLC MGK vs XLC

From each fund’s Form N-PORT (VOOG: May 2026, XLC: June 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.