VTI vs VOO Overlap Analysis

Comparing Vanguard Total Stock Market ETF and Vanguard S&P 500 ETF

Holdings Overlap
37.10%
Low Overlap
Shared Holdings
9 of 10
Complete portfolio analysis
Calculation Method
Min Weight
Weighted intersection

Visual Overlap

VTI
VOO
37.1%
VTI Only
Overlap
VOO Only

⚔️Head-to-Head Comparison

7 - 1

🏆 VTI wins this comparison

Key Factors

💰 Expense Ratio
VTI:0.03%
vs
VOO:0.03%
🎯 Number of Holdings
VTI:3,658 holdings
vs
VOO:503 holdings
📈 5-Year Return
VTI:+15.2%
vs
VOO:+15.8%
Additional Metrics (5)
⚖️ Concentration Risk
VTI: 0.3% in top 10
VOO: 40.2% in top 10
📊 Assets Under Management
VTI: $320B ✓
VOO: $380B ✓
Sharpe Ratio
VTI: 0.75
VOO: 0.82
📉 Volatility
VTI: 19.1%
VOO: 18.2%
🔍 Uniqueness vs SPY
VTI: 63.4% unique
VOO: 4.0% unique

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 VOO is still a solid choice if you prefer its specific advantages.

Shared Holdings (9 of 10 analyzed)

VTI & VOO Intersection

SymbolNameVTIVOOMin
AAPLApple Inc0.06%6.88%0.06%
MSFTMicrosoft Corp0.05%6.60%0.05%
NVDANVIDIA Corp0.04%8.47%0.04%
AMZNAmazon.com Inc0.03%4.06%0.03%
METAMeta Platforms Inc0.02%2.41%0.02%
GOOGLAlphabet Inc Class A0.02%2.80%0.02%
GOOGAlphabet Inc Class C0.02%2.26%0.02%
TSLATesla Inc0.01%2.20%0.01%
JPMJPMorgan Chase & Co0.01%1.42%0.01%

Min Weight: The minimum weight between the two ETFs for each shared holding. This represents the true overlap contribution.

Data sourced from official fund providers. Showing top holdings for educational analysis.

Top Holdings Only in VTI

Unique to VTI

SymbolNameWeight
BRK.BBerkshire Hathaway Inc Class B0.01%

Top Holdings Only in VOO

Unique to VOO

SymbolNameWeight
AVGOAVGO2.98%
BRK-BBRK-B1.50%
LLYLLY1.18%
VV0.98%
XOMXOM0.84%

Price Correlation

How We Calculate Overlap

We use the minimum weight method with normalization to calculate portfolio overlap:

Overlap = Σ 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.

📊 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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