IXC vs VDE overlap - what they share and where they differ

IXC and VDE share 39.2% of their weight across 19 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

IXC and VDE

39.2%

19 shared positions

IXC

iShares Global Energy ETF

Reported positions cover 97% of the fund, 47 positions · Jun 30, 2026

Top 10: 57.4%·Holdings of IXC

VDE

VANGUARD ENERGY INDEX FUND

Reported positions cover 100% of the fund, 105 positions · May 31, 2026

Top 10: 63.7%·Holdings of VDE

Reported positions cover IXC 97%, VDE 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VDE vs IXC side by side

IXCiShares Global Energy ETF

47

stock positions reported to the SEC

58.2% of its weight is in 28 names VDE does not hold

VDEVANGUARD ENERGY INDEX FUND

105

stock positions reported to the SEC

43.2% of its weight is in 86 names IXC does not hold

Where each fund's weight sits

IXC
VDE
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Energy
55.6%
56.3%
Utilities
10.4%
8.9%
Technology
1.7%
5.0%
Industrials
3.7%
1.0%
Basic Materials
2.2%
0.9%

The widest gap is Technology: VDE has 3.3 points more of it.

The figures side by side

IXCVDE
Filing dateJun 30, 2026May 31, 2026
Stock positions reported47105
Weight of the ten largest57.4%63.7%
Largest positionEXXON MOBIL CORPORATION 17.6%EXXON MOBIL CORP 21.3%
Held alone28 positions, 58.2%86 positions, 43.2%
Covered by stock positions97%100%

Holdings they share

StockIn IXCIn VDECounted
CVXCHEVRON CORPORATION9.63%14.46%9.63%
COPCONOCOPHILLIPS3.93%5.76%3.93%
VLOVALERO ENERGY CORPORATION2.40%3.17%2.40%
MPCMARATHON PETROLEUM CORPORATION2.32%3.27%2.32%
SLBSLB N.V.2.16%3.47%2.16%
EOGEOG RESOURCES, INC.2.14%3.05%2.14%
PSXPHILLIPS 662.10%2.97%2.10%
KMIKINDER MORGAN, INC.1.94%2.60%1.94%
TRGPTARGA RESOURCES CORP.1.79%2.30%1.79%
BKRBAKER HUGHES COMPANY1.71%2.64%1.71%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in IXC

EXXON MOBIL CORPORATION17.58%
SHELSHELL PLC6.75%
TTETOTALENERGIES SE5.03%
ENBEnbridge Inc.3.67%
BPBP P.L.C.3.00%
WMBTHE WILLIAMS COMPANIES, INC.2.82%
CNQCANADIAN NATURAL RESOURCES LIMITED2.56%
TRPTC Energy Corporation2.14%
SUSuncor Energy Inc.1.97%
EENI S.P.A.1.45%

Only in VDE

EXXON MOBIL CORP21.26%
WILLIAMS COS INC/THE3.63%
LNGCheniere Energy Inc2.06%
FTITechnipFMC PLC1.22%
OVVOvintiv Inc0.70%
DTMDT Midstream Inc0.62%
PRC NEWCO INC0.60%
DINOHF Sinclair Corp0.50%
ARAntero Resources Corp0.47%
RRCRange Resources Corp0.42%

Questions people ask

Is IXC the same as VDE?

39.2% of their weight sits in the same 19 holdings. IXC also reports EXXON MOBIL CORPORATION, SHEL, TTE, which the other does not. VDE also reports EXXON MOBIL CORP, WILLIAMS COS INC/THE, LNG, which the other does not.

How is the overlap between IXC and VDE measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 97% of IXC and 100% of VDE, so the number cannot exceed the smaller coverage.

Which holds more, VDE or IXC?

IXC reports 47 stock positions and VDE reports 105. 58.2% of IXC's weight sits in names VDE does not hold, and 43.2% of VDE's weight in names IXC does not hold. The ten largest positions are 57.4% of IXC and 63.7% of VDE.

How do IXC and VDE differ by sector?

The widest gap is Technology: VDE has 3.3 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

VDE against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.