ITOT vs VTI Overlap AnalysisOverlap
Comparing iShares Core S&P Total U.S. Stock Market ETF and Vanguard Total Stock Market ETF
Visual Overlap
Price Performance
Historical price comparison over 3M
๐Performance Comparison
โ ๏ธRisk Metrics
Interpretation:
- ๐ Lower volatility = smoother ride
- โก Higher Sharpe/Sortino = better risk-adjusted returns
- โ ๏ธ Smaller max drawdown = less worst-case pain
- ๐ Beta > 1 = more volatile than S&P 500
โ๏ธHead-to-Head Comparison
๐ VTI wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: VTI wins with better number of holdings. Both have the same expense ratio, so cost isn't a differentiator. Consider VTI for your portfolio, but ITOT is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
9 shared holdings representing 33.2% portfolio overlap
Top Shared Holdings
| # | Stock | ITOT Weight | VTI Weight | Overlap |
|---|---|---|---|---|
| 1 | AAPL AAPL | 6.04% | 5.80% | 5.80% |
| 2 | MSFT MSFT | 5.68% | 5.45% | 5.45% |
| 3 | NVDA NVDA | 7.33% | 4.25% | 4.25% |
| 4 | AMZN AMZN | 3.64% | 3.00% | 3.00% |
| 5 | META META | 2.07% | 2.02% | 2.02% |
| 6 | GOOGL GOOGL | 2.55% | 1.77% | 1.77% |
| 7 | GOOG GOOG | 2.05% | 1.52% | 1.52% |
| 8 | TSLA TSLA | 1.89% | 1.36% | 1.36% |
| 9 | JPM JPM | 1.31% | 1.19% | 1.19% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in ITOT
Unique to ITOT
| Symbol | Name | Weight |
|---|---|---|
| AVGO | AVGO | 2.54% |
| BRK-B | BRK-B | 1.38% |
| LLY | LLY | 1.16% |
| V | V | 0.86% |
| XOM | XOM | 0.76% |
Top Holdings Only in VTI
Unique to VTI
| Symbol | Name | Weight |
|---|---|---|
| BRK.B | Berkshire Hathaway Inc Class B | 1.44% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = ฮฃ min(weightA, weightB) for each shared holdingNormalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).
Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.
๐ This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.