ITOT vs VOO Overlap AnalysisOverlap
Comparing iShares Core S&P Total U.S. Stock Market ETF and Vanguard S&P 500 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
Key Factors
โถAdditional Metrics (5)
Bottom line: ITOT and VOO are very similar. Choose based on your broker's commission structure or personal preference.
Detailed Overlap Analysis
425 shared holdings representing 73.5% portfolio overlap
Top Shared Holdings
| # | Stock | ITOT Weight | VOO Weight | Overlap |
|---|---|---|---|---|
| 1 | NVDA NVDA | 7.33% | 7.37% | 7.33% |
| 2 | AAPL AAPL | 6.04% | 7.07% | 6.04% |
| 3 | MSFT MSFT | 5.68% | 6.24% | 5.68% |
| 4 | AMZN AMZN | 3.64% | 3.86% | 3.64% |
| 5 | GOOGL GOOGL | 2.55% | 3.18% | 2.55% |
| 6 | AVGO AVGO | 2.54% | 3.24% | 2.54% |
| 7 | META META | 2.07% | 2.40% | 2.07% |
| 8 | GOOG GOOG | 2.05% | 2.55% | 2.05% |
| 9 | TSLA TSLA | 1.89% | 2.06% | 1.89% |
| 10 | BRK-B BRK-B | 1.38% | 1.61% | 1.38% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in ITOT
Unique to ITOT
| Symbol | Name | Weight |
|---|---|---|
| PLTR | PLTR | 0.66% |
| AMD | AMD | 0.60% |
| ORCL | ORCL | 0.60% |
| HD | HD | 0.56% |
| BAC | BAC | 0.55% |
Top Holdings Only in VOO
Unique to VOO
| Symbol | Name | Weight |
|---|---|---|
| ICE | ICE | 0.15% |
| HWM | HWM | 0.14% |
| AZO | AZO | 0.11% |
| WDC | WDC | 0.10% |
| OKE | OKE | 0.08% |
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.