VB vs XMMO overlap - what they share and where they differ

VB and XMMO share 11.5% of their weight across 71 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.

VB and XMMO

11.5%

71 shared positions

VB

VANGUARD SMALL-CAP INDEX FUND

Reported positions cover 100% of the fund, 1,274 positions · Jun 30, 2026

Top 10: 4.3%·Holdings of VB

XMMO

Invesco S&P MidCap Momentum ETF

Reported positions cover 100% of the fund, 76 positions · Apr 30, 2026

Top 10: 27.9%·Holdings of XMMO

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

XMMO vs VB side by side

VBVANGUARD SMALL-CAP INDEX FUND

1,274

stock positions reported to the SEC

88.4% of its weight is in 1,203 names XMMO does not hold

XMMOInvesco S&P MidCap Momentum ETF

76

stock positions reported to the SEC

6.3% of its weight is in 5 names VB does not hold

Where each fund's weight sits

VB
XMMO
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
23.2%
34.1%
Healthcare
13.7%
8.2%
Basic Materials
0.0%
13.3%
Industrials
9.3%
12.9%
Financial Services
10.9%
0.0%
Consumer Cyclical
10.1%
0.0%

The widest gap is Basic Materials: XMMO has 13.3 points more of it.

The figures side by side

VBXMMO
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported1,27476
Weight of the ten largest4.3%27.9%
Largest positionCRDO 0.6%CW 3.9%
Held alone1,203 positions, 88.4%5 positions, 6.3%
Covered by stock positions100%100%

Holdings they share

StockIn VBIn XMMOCounted
MKSIMKS Instruments Inc0.37%1.92%0.37%
CRSCarpenter Technology Corp0.35%1.74%0.35%
CWCurtiss-Wright Corp0.34%3.91%0.34%
ATIATI Inc0.33%2.63%0.33%
NVENT ELECTRIC PLC0.33%2.32%0.33%
FTITechnipFMC PLC0.32%3.60%0.32%
MTSIMACOM Technology Solutions Holdings Inc0.32%1.49%0.32%
MTZMasTec Inc0.32%2.26%0.32%
WWDWoodward Inc0.31%2.58%0.31%
STRLSterling Infrastructure Inc0.30%2.16%0.30%

What each holds alone

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

Only in VB

CRDOCredo Technology Group Holding Ltd0.55%
JBLJabil Inc0.49%
RVMDREVOLUTION Medicines Inc0.46%
ALABAstera Labs Inc0.45%
EMEEMCOR Group Inc0.45%
NTRANatera Inc0.45%
TWLOTwilio Inc0.38%
NRGNRG Energy Inc0.37%
CASEY'S GENERAL STORES INC0.36%
FLEX LTD0.36%

Only in XMMO

FLEX LTD.2.56%
WPCW.P. Carey Inc.1.60%
SGISomnigroup International Inc.1.25%
ALVAutoliv, Inc.0.55%
BRINK'S CO. (THE)0.35%

Questions people ask

Is VB the same as XMMO?

11.5% of their weight sits in the same 71 holdings. VB also reports CRDO, JBL, RVMD, which the other does not. XMMO also reports FLEX LTD., WPC, SGI, which the other does not.

How is the overlap between VB and XMMO 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 VB and 100% of XMMO, so the number cannot exceed the smaller coverage.

Which holds more, XMMO or VB?

VB reports 1,274 stock positions and XMMO reports 76. 88.4% of VB's weight sits in names XMMO does not hold, and 6.3% of XMMO's weight in names VB does not hold. The ten largest positions are 4.3% of VB and 27.9% of XMMO.

How do VB and XMMO differ by sector?

The widest gap is Basic Materials: XMMO has 13.3 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.

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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.