ETF comparison
VNQ vs XLRE
Both Real Estate.
Vanguard Real Estate Index Fund ETF Shares · State Street Real Estate Select Sector SPDR ETF
Holdings overlap
31 positions appear in both funds. Buying equal dollars of VNQ and XLRE would leave roughly 62.8% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
XLRE is 5 bps cheaper than VNQ. On a $100,000 position that's about $50/yr more in fees for VNQ.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with VNQ vs XLRE.
Top shared holdings
31 shared in total| # | Holding | In VNQ | In XLRE | Overlap |
|---|---|---|---|---|
| 1 | Welltower Inc | 8.51% | 11.01% | 8.51% |
| 2 | Prologis Inc | 7.01% | 8.68% | 7.01% |
| 3 | Equinix Inc | 5.23% | 7.06% | 5.23% |
| 4 | American Tower Corp | 4.20% | 5.23% | 4.20% |
| 5 | Simon Property Group Inc | 3.88% | 4.98% | 3.88% |
| 6 | Digital Realty Trust Inc | 3.37% | 4.53% | 3.37% |
| 7 | Realty Income Corp | 3.08% | 4.55% | 3.08% |
| 8 | Public Storage | 2.83% | 4.48% | 2.83% |
| 9 | Ventas Inc | 2.31% | 4.47% | 2.31% |
| 10 | CBRE Group Inc | 2.25% | 4.08% | 2.25% |
| 11 | Iron Mountain Inc | 1.89% | 3.89% | 1.89% |
| 12 | Crown Castle Inc | 1.73% | 3.42% | 1.73% |
Only in VNQ
110 total- Vanguard Real Estate II Index Fund 14.50%
- Jones Lang LaSalle Inc 0.87%
- WP Carey Inc 0.84%
- Sun Communities Inc 0.79%
- Omega Healthcare Investors Inc 0.78%
- Lamar Advertising Co 0.72%
- Gaming and Leisure Properties Inc 0.63%
- Equity LifeStyle Properties Inc 0.62%
- EastGroup Properties Inc 0.58%
- American Healthcare REIT Inc 0.56%
Only in XLRE
0 totalEvery XLRE position is also held by VNQ.
Related comparisons
More comparisons with VNQ
- VNQ vs REZ · iShares Residential and Multisector Real Estate ETF 28.6%
- VNQ vs VTI · Vanguard Morningstar Total Stock Market ETF 2.2%
- VNQ vs VOO · Vanguard S&P 500 ETF 1.8%
- VNQ vs VNQI · Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares 0.0%
- VNQ vs FREL · Fidelity MSCI Real Estate Index ETF 84.6%
- VNQ vs SCHH · Schwab U.S. REIT ETF 79.2%
More comparisons with XLRE
- XLRE vs REZ · iShares Residential and Multisector Real Estate ETF 38.4%
- XLRE vs IYR · iShares U.S. Real Estate ETF 80.0%
- XLRE vs SCHH · Schwab U.S. REIT ETF 73.6%
- XLRE vs FREL · Fidelity MSCI Real Estate Index ETF 72.7%
- XLRE vs USRT · iShares Core U.S. REIT ETF 69.1%
- XLRE vs RWR · State Street SPDR Dow Jones REIT ETF 68.4%
Percentages are holdings overlap with the named fund.
Open VNQ or XLRE at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.