SPLG vs VTI: Complete Comparison

SPDR Portfolio S&P 500 ETF vs Vanguard Total Stock Market ETF โ€” overlap, correlation, performance & risk analysis

Holdings Overlap
92.54%
Very High Overlap
Shared Holdings
9 of 10
Complete portfolio analysis
Calculation Method
Min Weight
Weighted intersection

Visual Overlap

SPLG
VTI
92.5%
SPLG Only
Overlap
VTI Only

๐Ÿ“ˆ Comparison

Metric
SPLG
VTI
1 Year Return
N/A
+25.8%
3 Year Return
N/A
+9.8%
5 Year Return
N/A
+15.2%
Volatility
undefined%
19.10%
Expense Ratio
0.50%
0.03%โœ“
โš ๏ธ Past performance does not guarantee future results. Data may be delayed.

โš”๏ธ Comparison

0 - 14

๐Ÿ† VTI wins this comparison

Key Factors

๐Ÿ’ฐ Expense Ratio
SPLG:0.50%โœ“
vs
VTI:0.03%โœ“
๐ŸŽฏ Number of Holdings
SPLG:10 holdingsโœ“
vs
VTI:3,658 holdingsโœ“
โ–ถAdditional Metrics (3)
โš–๏ธ Concentration Risk
SPLG: 34.8% in top 10
VTI: 27.8% in top 10โœ“
๐Ÿ“Š Assets Under Management
SPLG: $5B
VTI: $320B โœ“โœ“
๐Ÿ” Uniqueness vs SPY
SPLG: 62.4% unique
VTI: 63.6% uniqueโœ“

Bottom line: VTI wins with better expense ratio and number of holdings. Consider VTI for your portfolio, but SPLG is still a solid choice if you prefer its specific advantages.

Detailed Overlap Analysis

9 shared holdings representing 92.5% portfolio overlap

Top Shared Holdings

#StockSPLG WeightVTI WeightOverlap
1
AAPL
Apple Inc
7.10%5.80%5.80%
2
MSFT
Microsoft Corp
6.08%5.45%5.45%
3
NVDA
NVIDIA Corp
5.92%4.25%4.25%
4
AMZN
Amazon.com Inc
3.85%3.00%3.00%
5
META
Meta Platforms Inc
2.72%2.02%2.02%
6
GOOGL
Alphabet Inc Class A
2.18%1.77%1.77%
7
GOOG
Alphabet Inc Class C
1.82%1.52%1.52%
8
BRK.B
Berkshire Hathaway Inc
1.78%1.44%1.44%
9
TSLA
Tesla Inc
1.65%1.36%1.36%

Overlap by Sector

Technology
6 stocks ยท 20.81% overlap
Consumer Discretionary
2 stocks ยท 4.36% overlap
Financials
1 stocks ยท 1.44% overlap

Showing top 5 sectors by overlap contribution

9
Shared Stocks
92.5%
Total Overlap
3
Sectors Represented

Top Holdings Only in SPLG

Unique to SPLG

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
AVGOBroadcom Inc1.72%

Top Holdings Only in VTI

Unique to VTI

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
JPMJPMorgan Chase & Co1.19%

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 holding

Normalization: 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.

๐Ÿ“Š This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.

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