VXUS vs SPY Overlap AnalysisOverlap
Comparing Vanguard Total International Stock ETF and SPDR S&P 500 ETF Trust
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 VXUS wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: VXUS wins with better expense ratio and number of holdings. Consider VXUS for your portfolio, but SPY is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
2 shared holdings representing 0.2% portfolio overlap
Top Shared Holdings
| # | Stock | VXUS Weight | SPY Weight | Overlap |
|---|---|---|---|---|
| 1 | CRH CRH | 0.20% | 0.14% | 0.14% |
| 2 | SW SW | 0.09% | 0.03% | 0.03% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in VXUS
Unique to VXUS
| Symbol | Name | Weight |
|---|---|---|
| RY | RY | 0.54% |
| SHOP | SHOP | 0.41% |
| ENB | ENB | 0.30% |
| TD | TD | 0.30% |
| BN | BN | 0.27% |
Top Holdings Only in SPY
Unique to SPY
| Symbol | Name | Weight |
|---|---|---|
| NVDA | NVDA | 7.73% |
| AAPL | AAPL | 6.82% |
| MSFT | MSFT | 6.11% |
| AMZN | AMZN | 3.81% |
| GOOGL | GOOGL | 3.08% |
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.