VLUE vs VOE overlap - what they share and where they differ

VLUE and VOE share 23.5% of their weight across 69 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.

VLUE and VOE

23.5%

69 shared positions

VLUE

iShares MSCI USA Value Factor ETF

Reported positions cover 100% of the fund, 147 positions · Apr 30, 2026

Top 10: 43.5%·Holdings of VLUE

VOE

VANGUARD MID-CAP VALUE INDEX FUND

Reported positions cover 99% of the fund, 168 positions · Jun 30, 2026

Top 10: 12.6%·Holdings of VOE

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

VOE vs VLUE side by side

VLUEiShares MSCI USA Value Factor ETF

147

stock positions reported to the SEC

70.6% of its weight is in 78 names VOE does not hold

VOEVANGUARD MID-CAP VALUE INDEX FUND

168

stock positions reported to the SEC

58.6% of its weight is in 99 names VLUE does not hold

Where each fund's weight sits

VLUE
VOE
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
42.3%
11.5%
Financial Services
10.3%
15.9%
Utilities
0.0%
12.4%
Consumer Cyclical
9.1%
10.1%
Industrials
9.1%
0.0%
Healthcare
0.0%
9.0%

The widest gap is Technology: VLUE has 30.8 points more of it.

The figures side by side

VLUEVOE
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported147168
Weight of the ten largest43.5%12.6%
Largest positionMU 11.6%CMI 1.7%
Held alone78 positions, 70.6%99 positions, 58.6%
Covered by stock positions100%99%

Holdings they share

StockIn VLUEIn VOECounted
GMGENERAL MOTORS COMPANY3.15%1.20%1.20%
HPEHEWLETT PACKARD ENTERPRISE COMPANY1.30%1.03%1.03%
FFORD MOTOR COMPANY1.50%0.94%0.94%
PCARPACCAR INC0.90%1.09%0.90%
VLOVALERO ENERGY CORPORATION0.70%1.33%0.70%
URIUNITED RENTALS, INC.0.69%1.22%0.69%
ADMARCHER-DANIELS-MIDLAND COMPANY.0.87%0.64%0.64%
NEMNEWMONT CORPORATION0.64%0.86%0.64%
ONON SEMICONDUCTOR CORPORATION0.78%0.64%0.64%
SPGSIMON PROPERTY GROUP, INC.0.62%1.19%0.62%

What each holds alone

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

Only in VLUE

MUMICRON TECHNOLOGY, INC.11.60%
INTCINTEL CORPORATION9.26%
CSCOCISCO SYSTEMS, INC.4.96%
AMATAPPLIED MATERIALS, INC.3.66%
VZVERIZON COMMUNICATIONS INC.2.66%
TAT&T INC.2.53%
CCITIGROUP INC.1.94%
BACBANK OF AMERICA CORPORATION1.88%
WDCWESTERN DIGITAL CORPORATION1.88%
QCOMQUALCOMM INCORPORATED1.80%

Only in VOE

CMICummins Inc1.70%
MPCMarathon Petroleum Corp1.29%
CRHCRH PLC1.23%
SLBSLB Ltd1.20%
PSXPhillips 661.17%
WBDWarner Bros Discovery Inc1.10%
DLRDigital Realty Trust Inc1.09%
ALLAllstate Corp/The1.06%
SEMPRA1.05%
KEYSKeysight Technologies Inc1.03%

Questions people ask

Is VLUE the same as VOE?

23.5% of their weight sits in the same 69 holdings. VLUE also reports MU, INTC, CSCO, which the other does not. VOE also reports CMI, MPC, CRH, which the other does not.

How is the overlap between VLUE and VOE 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 VLUE and 99% of VOE, so the number cannot exceed the smaller coverage.

Which holds more, VOE or VLUE?

VLUE reports 147 stock positions and VOE reports 168. 70.6% of VLUE's weight sits in names VOE does not hold, and 58.6% of VOE's weight in names VLUE does not hold. The ten largest positions are 43.5% of VLUE and 12.6% of VOE.

How do VLUE and VOE differ by sector?

The widest gap is Technology: VLUE has 30.8 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.