ACWI vs VTI overlap - what they share and where they differ

ACWI and VTI share 58.9% of their weight across 494 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

ACWI and VTI

58.9%

494 shared positions

ACWI

iShares MSCI ACWI ETF

Reported positions cover 98% of the fund, 1,571 positions · Apr 30, 2026

Top 10: 25.4%·Holdings of ACWI

VTI

VANGUARD TOTAL STOCK MARKET INDEX FUND

Reported positions cover 98% of the fund, 1,185 positions · Jun 30, 2026

Top 10: 33.5%·Holdings of VTI

Reported positions cover ACWI 98%, VTI 98% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VTI vs ACWI side by side

ACWIiShares MSCI ACWI ETF

1,571

stock positions reported to the SEC

39.1% of its weight is in 1,077 names VTI does not hold

VTIVANGUARD TOTAL STOCK MARKET INDEX FUND

1,185

stock positions reported to the SEC

14.4% of its weight is in 691 names ACWI does not hold

Where each fund's weight sits

ACWI
VTI
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
33.5%
45.7%
Healthcare
6.7%
9.7%
Financial Services
9.6%
9.7%
Consumer Cyclical
7.6%
9.6%
Industrials
3.0%
4.5%

The widest gap is Technology: VTI has 12.3 points more of it.

The figures side by side

ACWIVTI
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported1,5711,185
Weight of the ten largest25.4%33.5%
Largest positionNVDA 4.9%NVDA 6.4%
Held alone1,077 positions, 39.1%691 positions, 14.4%
Covered by stock positions98%98%

Holdings they share

StockIn ACWIIn VTICounted
NVDANVIDIA CORPORATION4.88%6.36%4.88%
GOOGLALPHABET INC.4.12%5.18%4.12%
AAPLAPPLE INC.4.01%5.87%4.01%
MSFTMICROSOFT CORPORATION2.90%3.83%2.90%
AMZNAMAZON.COM, INC.2.57%3.19%2.57%
AVGOBROADCOM INC.1.89%2.47%1.89%
METAMETA PLATFORMS, INC.1.34%1.71%1.34%
TSLATESLA, INC.1.09%1.64%1.09%
LLYELI LILLY AND COMPANY0.75%1.40%0.75%
BRK.ABERKSHIRE HATHAWAY INC.0.65%1.28%0.65%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in ACWI

TSMTaiwan Semiconductor Manufacturing Company Limited1.73%
JPMORGAN CHASE & CO.0.85%
SAMSUNG ELECTRONICS CO., LTD.0.81%
EXXON MOBIL CORPORATION0.65%
ASMLASML Holding N.V.0.56%
SKHYSK hynix Inc.0.49%
TENCENT HOLDINGS LIMITED0.39%
HSBCHSBC HOLDINGS PLC0.32%
GENERAL ELECTRIC COMPANY0.31%
MUFGMitsubishi Corporation0.31%

Only in VTI

JPMORGAN CHASE & CO1.12%
EXXON MOBIL CORP0.78%
GENERAL ELECTRIC CO0.54%
SNDKSandisk Corp0.47%
LINLinde PLC0.33%
STXSeagate Technology Holdings PLC0.30%
EATON CORP PLC0.23%
TJX COS INC/THE0.23%
LOWE'S COS INC0.17%
MDTMedtronic PLC0.14%

Questions people ask

Is ACWI the same as VTI?

58.9% of their weight sits in the same 494 holdings. ACWI also reports TSM, JPMORGAN CHASE & CO., SAMSUNG ELECTRONICS CO., LTD., which the other does not. VTI also reports JPMORGAN CHASE & CO, EXXON MOBIL CORP, GENERAL ELECTRIC CO, which the other does not.

How is the overlap between ACWI and VTI measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 98% of ACWI and 98% of VTI, so the number cannot exceed the smaller coverage.

Which holds more, VTI or ACWI?

ACWI reports 1,571 stock positions and VTI reports 1,185. 39.1% of ACWI's weight sits in names VTI does not hold, and 14.4% of VTI's weight in names ACWI does not hold. The ten largest positions are 25.4% of ACWI and 33.5% of VTI.

How do ACWI and VTI differ by sector?

The widest gap is Technology: VTI has 12.3 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

ACWI against other funds in the table

VTI against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.