VTV vs VTI: Complete Comparison
Vanguard Value ETF vs Vanguard Total Stock Market ETF โ overlap, correlation, performance & risk analysis
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 expense ratio and number of holdings and 5-year return. Consider VTI for your portfolio, but VTV is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
2 shared holdings representing 9.5% portfolio overlap
Top Shared Holdings
| # | Stock | VTV Weight | VTI Weight | Overlap |
|---|---|---|---|---|
| 1 | BRK.B Berkshire Hathaway Inc Class B | 4.85% | 1.44% | 1.44% |
| 2 | JPM JPMorgan Chase & Co | 3.85% | 1.19% | 1.19% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in VTV
Unique to VTV
| Symbol | Name | Weight |
|---|---|---|
| XOM | Exxon Mobil Corp | 3.25% |
| UNH | UnitedHealth Group | 2.85% |
| JNJ | Johnson & Johnson | 2.65% |
| V | Visa Inc | 2.45% |
| PG | Procter & Gamble | 2.25% |
Top Holdings Only in VTI
Unique to VTI
| Symbol | Name | Weight |
|---|---|---|
| AAPL | Apple Inc | 5.80% |
| MSFT | Microsoft Corp | 5.45% |
| NVDA | NVIDIA Corp | 4.25% |
| AMZN | Amazon.com Inc | 3.00% |
| META | Meta Platforms Inc | 2.02% |
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.
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