VB vs VOE: Holdings Overlap
VBVanguard Small-cap Index Fund
Vanguard · 1312 holdings · $82.5B · as of 2026-03-31
VOEVanguard Mid-cap Value Index Fund
Vanguard · 170 holdings · $24.2B · as of 2026-03-31
How similar are VB and VOE?
Vanguard Small-cap Index Fund (VB, by Vanguard) holds 1312 positions; Vanguard Mid-cap Value Index Fund (VOE, by Vanguard) holds 170. They have 15 holdings in common, and by portfolio weight the two funds are 2.0% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 2.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 15VB holds 1312 · VOE holds 170
- Weight in Shared Holdings
- VB 2%·VOE 3%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in VB
1297 of 1312 positions (97.6% of the fund) are not held by VOE. Showing the top 30 by weight.
Sector Breakdown
| Sector | VB | VOE |
|---|---|---|
| Industrials | 21.2% | 13.6% |
| Financials | 13.4% | 17.6% |
| Information Technology | 13.8% | 8.2% |
| Energy | 5.0% | 13.0% |
| Utilities | 3.5% | 12.7% |
| Other Sectors | 42.2% | 34.4% |
| Unclassified | 0.7% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (1% of VB, 0% of VOE).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| VB | +2.5% | +19.5% | +29.1% | +15.9% | +8.1% | +11.3% | 1.18% |
| VOE | +3.2% | +17.9% | +26.2% | +15.9% | +10.1% | +10.8% | 1.80% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in VB vs VOE →
Shared Holdings(15)
The top 10 shared positions account for 75% of the overlap, led by DOW, STLD and Q.
 DOWDow Inc COM | 0.21% | 0.28% | 0.21% |
|---|---|---|---|
 STLDSteel Dynamics, Inc. COM | 0.17% | 0.23% | 0.17% |
 QQnity Electronics Inc. COMMON STOCK | 0.17% | 0.23% | 0.17% |
 NINiSource Inc. COM | 0.16% | 0.21% | 0.16% |
 LYBLyondellBasell Industries NV COM EUR0.04 CLASS 'A' | 0.15% | 0.19% | 0.15% |
 LDOSLeidos Holdings Inc COM | 0.14% | 0.18% | 0.14% |
 EVRGEvergy Inc COM | 0.13% | 0.17% | 0.13% |
 WYWeyerhaeuser Company COM NEW | 0.12% | 0.17% | 0.12% |
 HUBBHubbell Incorporated COM | 0.18% | 0.12% | 0.12% |
 CNCCentene Corp. COM | 0.11% | 0.15% | 0.11% |
 CDWCDW Corp COM | 0.11% | 0.15% | 0.11% |
 ESSEssex Property Trust, Inc. COM | 0.11% | 0.15% | 0.11% |
 GPCGenuine Parts Co COM | 0.10% | 0.14% | 0.10% |
 INVHInvitation Homes Inc. COM | 0.10% | 0.13% | 0.10% |
 TRMBTrimble Inc COM | 0.11% | 0.07% | 0.07% |
Frequently Asked Questions
How much do VB and VOE overlap?
VB and VOE overlap by 2.0% of portfolio weight. They share 15 holdings (VB holds 1312 positions and VOE holds 170), based on each fund's latest SEC-reported holdings.
Is it redundant to own both VB and VOE?
The two portfolios are 2.0% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of VB and VOE?
The largest positions held by both funds are DOW, STLD, Q, NI and LYB. Together the top 10 shared positions account for 75% of the total overlap.
What does VB own that VOE doesn't?
1297 positions (97.6% of VB) are unique to VB, led by EME, NRG and ATO. In the other direction, 155 positions (96.9% of VOE) are unique to VOE.