ETF overlap · Updated August 15, 2026

VEA vs XLK: Holdings Overlap

Vanguard FTSE Developed Markets ETF (VEA) and State Street® Technology Select Sector SPDR® ETF (XLK) have little to no holdings in common — their portfolios barely overlap.

Weight overlap

0%

Shared portfolio weight

Shared holdings

0

Securities in both funds

Funds

VEA · XLK

Compared side by side

Compare VEA and XLK live →

Interactive charts, sector exposure, combined allocation, and the full overlap heatmap.

Sector exposure: VEA vs XLK

How each fund's equity holdings break down by sector, side by side — the clearest read on where the two funds tilt differently.

SectorIn VEAIn XLK
Technology
20.3%100.0%
Financial Services
23.4%0.0%
Industrials
17.1%0.0%
Basic Materials
7.0%0.0%
Consumer Cyclical
7.0%0.0%
Healthcare
6.6%0.0%
Energy
5.3%0.0%
Consumer Defensive
5.0%0.0%
Utilities
3.3%0.0%
Communication Services
3.0%0.0%
Real Estate
2.0%0.0%

Weights are of each fund’s classified equity holdings.

All holdings in VEA and XLK

VEA

XLK


What does ETF overlap mean?

Two ETFs overlap when they hold the same underlying securities. Holding both funds can leave you more concentrated than you think — you may own the same large companies twice, at a combined weight neither fund shows on its own. The weight overlap above is the share of portfolio weight the two funds hold in common: for every security both own, it counts only the smaller of the two weights (the slice you genuinely double up on). 0% means completely different books; 100% means effectively identical funds.

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Data reflects the latest holdings we have for each fund as of August 15, 2026. Holdings change over time. For information only — not investment advice.