XLK vs VTI Overlap AnalysisOverlap
Comparing Technology Select Sector SPDR Fund and Vanguard Total Stock Market 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
๐ VTI wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: VTI wins with better expense ratio and number of holdings. Consider VTI for your portfolio, but XLK is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
3 shared holdings representing 39.7% portfolio overlap
Top Shared Holdings
| # | Stock | XLK Weight | VTI Weight | Overlap |
|---|---|---|---|---|
| 1 | AAPL AAPL | 13.10% | 5.80% | 5.80% |
| 2 | MSFT MSFT | 11.75% | 5.45% | 5.45% |
| 3 | NVDA NVDA | 14.84% | 4.25% | 4.25% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in XLK
Unique to XLK
| Symbol | Name | Weight |
|---|---|---|
| AVGO | AVGO | 5.36% |
| PLTR | PLTR | 3.75% |
| AMD | AMD | 2.96% |
| ORCL | ORCL | 2.81% |
| MU | MU | 2.72% |
Top Holdings Only in VTI
Unique to VTI
| Symbol | Name | Weight |
|---|---|---|
| AMZN | Amazon.com Inc | 3.00% |
| META | Meta Platforms Inc | 2.02% |
| GOOGL | Alphabet Inc Class A | 1.77% |
| GOOG | Alphabet Inc Class C | 1.52% |
| BRK.B | Berkshire Hathaway Inc Class B | 1.44% |
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.