UFO vs VOX overlap - what they share and where they differ

UFO and VOX share 4.5% of their weight across 6 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.

UFO and VOX

4.5%

6 shared positions

UFO

Procure Space ETF

Reported positions cover 99% of the fund, 49 positions · Apr 30, 2026

Top 10: 49.4%·Holdings of UFO

VOX

VANGUARD COMMUNICATION SERVICES INDEX FUND

Reported positions cover 100% of the fund, 103 positions · May 31, 2026

Top 10: 73.9%·Holdings of VOX

Reported positions cover UFO 99%, VOX 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VOX vs UFO side by side

UFOProcure Space ETF

49

stock positions reported to the SEC

75.0% of its weight is in 43 names VOX does not hold

VOXVANGUARD COMMUNICATION SERVICES INDEX FUND

103

stock positions reported to the SEC

93.9% of its weight is in 97 names UFO does not hold

Where each fund's weight sits

UFO
VOX
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
14.4%
55.4%
Communication Services
26.8%
40.0%
Industrials
35.6%
0.0%
Healthcare
4.2%
0.1%
Consumer Cyclical
0.0%
0.1%
Real Estate
0.0%
0.0%

The widest gap is Technology: VOX has 41.1 points more of it.

The figures side by side

UFOVOX
Filing dateApr 30, 2026May 31, 2026
Stock positions reported49103
Weight of the ten largest49.4%73.9%
Largest positionPL 6.2%GOOGL 26.7%
Held alone43 positions, 75.0%97 positions, 93.9%
Covered by stock positions99%100%

Holdings they share

StockIn UFOIn VOXCounted
ASTSAST SpaceMobile Inc3.53%1.42%1.42%
CMCSAComcast Corp1.10%2.35%1.10%
ECHOEchoStar Corp4.76%1.09%1.09%
SIRIUS XM HOLDINGS INC5.05%0.33%0.33%
IRDMIridium Communications Inc4.50%0.29%0.29%
GSATGlobalstar Inc5.28%0.26%0.26%

What each holds alone

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

Only in UFO

PLPlanet Labs PBC6.16%
VSATViasat Inc5.90%
RKLBRocket Lab Corp5.02%
GRMNGarmin Ltd4.43%
TRMBTrimble Inc4.24%
MDAMDA Space Ltd4.10%
SESSES SA4.00%
FLYFirefly Aerospace Inc3.87%
SKY PERFECT JSAT CORP3.50%
LUNRIntuitive Machines Inc3.46%

Only in VOX

GOOGLAlphabet Inc26.66%
METAMeta Platforms Inc21.05%
NFLXNetflix Inc4.75%
VZVerizon Communications Inc4.16%
DISWalt Disney Co/The3.95%
TAT&T Inc3.68%
WBDWarner Bros Discovery Inc2.73%
TMUST-Mobile US Inc2.49%
TTWOTake-Two Interactive Software Inc2.08%
ELECTRONIC ARTS INC2.00%

Questions people ask

Is UFO the same as VOX?

4.5% of their weight sits in the same 6 holdings. UFO also reports PL, VSAT, RKLB, which the other does not. VOX also reports GOOGL, META, NFLX, which the other does not.

How is the overlap between UFO and VOX measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 99% of UFO and 100% of VOX, so the number cannot exceed the smaller coverage.

Which holds more, VOX or UFO?

UFO reports 49 stock positions and VOX reports 103. 75.0% of UFO's weight sits in names VOX does not hold, and 93.9% of VOX's weight in names UFO does not hold. The ten largest positions are 49.4% of UFO and 73.9% of VOX.

How do UFO and VOX differ by sector?

The widest gap is Technology: VOX has 41.1 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.