NOBL vs XLP overlap - what they share and where they differ

NOBL and XLP share 18.7% of their weight across 15 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.

NOBL and XLP

18.7%

15 shared positions

NOBL

ProShares S&P 500 Dividend Aristocrats ETF

Reported positions cover 100% of the fund, 69 positions · May 31, 2026

Top 10: 16.5%·Holdings of NOBL

XLP

State Street(R) Consumer Staples Select Sector SPDR(R) ETF

Reported positions cover 100% of the fund, 34 positions · Jun 30, 2026

Top 10: 62.4%·Holdings of XLP

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

XLP vs NOBL side by side

NOBLProShares S&P 500 Dividend Aristocrats ETF

69

stock positions reported to the SEC

77.8% of its weight is in 54 names XLP does not hold

XLPState Street(R) Consumer Staples Select Sector SPDR(R) ETF

34

stock positions reported to the SEC

48.1% of its weight is in 19 names NOBL does not hold

Where each fund's weight sits

NOBL
XLP
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Consumer Defensive
18.6%
70.1%
Consumer Cyclical
12.9%
26.3%
Technology
14.5%
0.0%
Healthcare
12.9%
0.0%
Financial Services
8.2%
0.0%

The widest gap is Consumer Defensive: XLP has 51.5 points more of it.

The figures side by side

NOBLXLP
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported6934
Weight of the ten largest16.5%62.4%
Largest positionNUE 1.8%WMT 10.8%
Held alone54 positions, 77.8%19 positions, 48.1%
Covered by stock positions100%100%

Holdings they share

StockIn NOBLIn XLPCounted
ADMArcher-Daniels-Midland Co.1.67%2.39%1.67%
CLColgate-Palmolive Co.1.61%4.70%1.61%
KOCoca-Cola Co. (The)1.55%6.85%1.55%
CHDChurch & Dwight Co., Inc.1.50%1.49%1.49%
SYYSysco Corp.1.49%2.59%1.49%
KMBKimberly-Clark Corp.1.48%2.36%1.48%
PGProcter & Gamble Co. (The)1.48%7.43%1.48%
KVUEKenvue, Inc.1.46%2.38%1.46%
TGTTarget Corp.1.41%3.85%1.41%
PEPPepsiCo, Inc.1.36%4.32%1.36%

What each holds alone

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

Only in NOBL

NUENucor Corp.1.76%
WSTWest Pharmaceutical Services, Inc.1.72%
IBMInternational Business Machines Corp.1.71%
FRANKLIN RESOURCES, INC.1.67%
ADPAutomatic Data Processing, Inc.1.60%
CATCaterpillar, Inc.1.60%
ESSEssex Property Trust, Inc.1.58%
FRTFederal Realty Investment Trust1.58%
JM SMUCKER CO. (THE)1.58%
ABBVAbbVie, Inc.1.56%

Only in XLP

COSTCostco Wholesale Corp9.03%
PMPhilip Morris International Inc6.13%
MOAltria Group Inc4.53%
MNSTMonster Beverage Corp4.45%
MDLZMondelez International Inc4.15%
KDPKeurig Dr Pepper Inc2.89%
KRKroger Co/The2.04%
CASEY'S GENERAL STORES INC1.91%
HSYHershey Co/The1.69%
DGDollar General Corp1.65%

Questions people ask

Is NOBL the same as XLP?

18.7% of their weight sits in the same 15 holdings. NOBL also reports NUE, WST, IBM, which the other does not. XLP also reports COST, PM, MO, which the other does not.

How is the overlap between NOBL and XLP measured?

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

Which holds more, XLP or NOBL?

NOBL reports 69 stock positions and XLP reports 34. 77.8% of NOBL's weight sits in names XLP does not hold, and 48.1% of XLP's weight in names NOBL does not hold. The ten largest positions are 16.5% of NOBL and 62.4% of XLP.

How do NOBL and XLP differ by sector?

The widest gap is Consumer Defensive: XLP has 51.5 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.

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.