VUGUS growth
VANGUARD GROWTH INDEX FUND
152holdings
0.03%annual fee
USmarket
Valuation137 companies covered
30.9×P / E95% by weight
12.66×P / B80% by weight
3.2%Earnings yield
ETF comparisons / VUG vs XLY
US growth comparison · Holdings dated 2026-06-30
VUG vs XLY
VANGUARD GROWTH INDEX FUND compared with State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
Most company exposure is different between these funds.VUG has 128 companies outside the overlap; XLY has 29.
Do VUG and XLY overlap?
VUG and XLY overlap by 11.4% by weight, across 19 shared companies.
XLYUS sector: consumer disc.
State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
51holdings
0.08%annual fee
USmarket
Valuation46 companies covered
27.5×P / E96% by weight
6.24×P / B73% by weight
3.6%Earnings yield
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
19 companies held in both funds
VUG weight
XLY weight
| Shared company | VUG | XLY |
|---|---|---|
| AMAZON.COM INC AMZN | 4.46% | 22.23% |
| TESLA INC TSLA | 3.26% | 19.65% |
| McDonald's Corp MCD | 0.54% | 4.15% |
| THE TJX COMPANIES, INC. TJX | 0.47% | 3.92% |
| Booking Holdings Inc BKNG | 0.40% | 3.44% |
| Starbucks Corp SBUX | 0.34% | 2.90% |
| MARRIOTT INTERNATIONAL, INC. MAR | 0.23% | 2.02% |
| O'Reilly Automotive, Inc. ORLY | 0.23% | 1.90% |
| HILTON WORLDWIDE HOLDINGS INC. HLT | 0.22% | 1.87% |
| DOORDASH INC - A DASH | 0.21% | 1.74% |
| AIRBNB INC-CLASS A ABNB | 0.17% | 1.49% |
| AUTOZONE, INC. AZO | 0.16% | 1.31% |
| CARVANA CO. CVNA | 0.14% | 1.17% |
| YUM! Brands, Inc. YUM | 0.14% | 1.10% |
| Chipotle Mexican Grill Inc CMG | 0.14% | 1.09% |
| Royal Caribbean Cruises Ltd RCL | 0.12% | 1.97% |
| Expedia Group Inc EXPE | 0.06% | 0.73% |
| LAS VEGAS SANDS CORP. LVS US | 0.05% | 0.34% |
| Lululemon Athletica Inc LULU | 0.03% | 0.30% |
VUG and XLY questions
Based on the holdings compared above
How much do VUG and XLY overlap?
VUG and XLY overlap by 11.4% by weight, across 19 shared companies.
Which companies do VUG and XLY both hold?
The largest companies held in both funds are AMAZON.COM INC, TESLA INC, McDonald's Corp, THE TJX COMPANIES, INC., Booking Holdings Inc.
Can I hold both VUG and XLY?
Holding both means 11.4% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.
Is VUG or XLY cheaper?
VUG has a 0.03% expense ratio and XLY has 0.08%.
How do VUG and XLY compare on valuation?
VUG has a weighted P/E of 30.9 and XLY has a weighted P/E of 27.5.
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