ITOT vs URTH overlap - what they share and where they differ

ITOT and URTH share 68.5% of their weight across 500 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.

ITOT and URTH

68.5%

500 shared positions

ITOT

iShares Core S&P Total U.S. Stock Market ETF

Reported positions cover 98% of the fund, 1,198 positions · Jun 30, 2026

Top 10: 33.4%·Holdings of ITOT

URTH

iShares MSCI World ETF

Reported positions cover 99% of the fund, 1,199 positions · May 31, 2026

Top 10: 28.7%·Holdings of URTH

Reported positions cover ITOT 98%, URTH 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

URTH vs ITOT side by side

ITOTiShares Core S&P Total U.S. Stock Market ETF

1,198

stock positions reported to the SEC

13.2% of its weight is in 698 names URTH does not hold

URTHiShares MSCI World ETF

1,199

stock positions reported to the SEC

30.2% of its weight is in 699 names ITOT does not hold

Where each fund's weight sits

ITOT
URTH
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
46.5%
37.1%
Financial Services
9.7%
10.0%
Healthcare
9.6%
7.4%
Consumer Cyclical
9.6%
8.2%
Industrials
4.5%
3.3%

The widest gap is Technology: ITOT has 9.4 points more of it.

The figures side by side

ITOTURTH
Filing dateJun 30, 2026May 31, 2026
Stock positions reported1,1981,199
Weight of the ten largest33.4%28.7%
Largest positionNVDA 6.6%NVDA 5.6%
Held alone698 positions, 13.2%699 positions, 30.2%
Covered by stock positions98%99%

Holdings they share

StockIn ITOTIn URTHCounted
NVDANVIDIA Corp.6.63%5.62%5.62%
AAPLApple, Inc.5.81%5.03%5.03%
GOOGLAlphabet, Inc.5.15%4.44%4.44%
MSFTMicrosoft Corp.3.79%3.48%3.48%
AMZNAmazon.com, Inc.3.19%2.85%2.85%
AVGOBroadcom, Inc.2.45%2.21%2.21%
METAMeta Platforms, Inc.1.69%1.51%1.51%
TSLATesla, Inc.1.62%1.35%1.35%
MUMicron Technology, Inc.1.78%1.20%1.20%
LLYEli Lilly & Co.1.30%0.97%0.97%

What each holds alone

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

Only in ITOT

EXXON MOBIL CORP.0.77%
GEGE Aerospace0.53%
SNDKSandisk Corp.0.46%
LINLinde plc0.33%
STXSeagate Technology Holdings plc0.30%
EATON CORP. PLC0.23%
TJX COS., INC. (THE)0.23%
LOWE'S COS., INC.0.17%
MDTMedtronic plc0.14%
SPCXSpace Exploration Technologies Corp.0.14%

Only in URTH

ASMLASML Holding N.V.0.69%
EXXON MOBIL CORPORATION0.67%
GENERAL ELECTRIC COMPANY0.37%
HSBCHSBC HOLDINGS PLC0.35%
MUFGMitsubishi Corporation0.34%
ROCHE HOLDING AG0.33%
AZNASTRAZENECA PLC0.31%
NVSNovartis AG0.31%
NESTLE S.A.0.29%
RYROYAL BANK OF CANADA0.29%

Questions people ask

Is ITOT the same as URTH?

68.5% of their weight sits in the same 500 holdings. ITOT also reports EXXON MOBIL CORP., GE, SNDK, which the other does not. URTH also reports ASML, EXXON MOBIL CORPORATION, GENERAL ELECTRIC COMPANY, which the other does not.

How is the overlap between ITOT and URTH 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 ITOT and 99% of URTH, so the number cannot exceed the smaller coverage.

Which holds more, URTH or ITOT?

ITOT reports 1,198 stock positions and URTH reports 1,199. 13.2% of ITOT's weight sits in names URTH does not hold, and 30.2% of URTH's weight in names ITOT does not hold. The ten largest positions are 33.4% of ITOT and 28.7% of URTH.

How do ITOT and URTH differ by sector?

The widest gap is Technology: ITOT has 9.4 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

ITOT against other funds in the table

URTH 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.