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

ITOT and VV share 83.1% of their weight across 406 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 VV

83.1%

406 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

VV

VANGUARD LARGE-CAP INDEX FUND

Reported positions cover 100% of the fund, 426 positions · Jun 30, 2026

Top 10: 38.3%·Holdings of VV

Reported positions cover ITOT 98%, VV 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VV vs ITOT side by side

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

1,198

stock positions reported to the SEC

14.9% of its weight is in 792 names VV does not hold

VVVANGUARD LARGE-CAP INDEX FUND

426

stock positions reported to the SEC

4.5% of its weight is in 20 names ITOT does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
46.5%
49.3%
Financial Services
9.7%
9.7%
Consumer Cyclical
9.6%
9.7%
Healthcare
9.6%
9.2%
Industrials
4.5%
4.0%

The widest gap is Technology: VV has 2.8 points more of it.

The figures side by side

ITOTVV
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported1,198426
Weight of the ten largest33.4%38.3%
Largest positionNVDA 6.6%NVDA 7.3%
Held alone792 positions, 14.9%20 positions, 4.5%
Covered by stock positions98%100%

Holdings they share

StockIn ITOTIn VVCounted
NVDANVIDIA Corp.6.63%7.28%6.63%
AAPLApple, Inc.5.81%6.72%5.81%
GOOGLAlphabet, Inc.5.15%5.92%5.15%
MSFTMicrosoft Corp.3.79%4.38%3.79%
AMZNAmazon.com, Inc.3.19%3.65%3.19%
AVGOBroadcom, Inc.2.45%2.83%2.45%
MUMicron Technology, Inc.1.78%2.06%1.78%
METAMeta Platforms, Inc.1.69%1.96%1.69%
TSLATesla, Inc.1.62%1.87%1.62%
AMDAdvanced Micro Devices, Inc.1.30%1.50%1.30%

What each holds alone

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

Only in ITOT

JPMORGAN CHASE & CO.1.20%
EXXON MOBIL CORP.0.77%
GEGE Aerospace0.53%
EATON CORP. PLC0.23%
TJX COS., INC. (THE)0.23%
LOWE'S COS., INC.0.17%
WILLIAMS COS., INC. (THE)0.12%
NXPINXP Semiconductors NV0.10%
AIR PRODUCTS & CHEMICALS, INC.0.09%
TRAVELERS COS., INC. (THE)0.09%

Only in VV

JPMORGAN CHASE & CO1.29%
EXXON MOBIL CORP0.90%
GENERAL ELECTRIC CO0.62%
EATON CORP PLC0.26%
TJX COS INC/THE0.26%
LOWE'S COS INC0.20%
WILLIAMS COS INC/THE0.14%
TRAVELERS COS INC/THE0.11%
APDAir Products and Chemicals Inc0.10%
WW GRAINGER INC0.10%

Questions people ask

Is ITOT the same as VV?

83.1% of their weight sits in the same 406 holdings. ITOT also reports JPMORGAN CHASE & CO., EXXON MOBIL CORP., GE, which the other does not. VV also reports JPMORGAN CHASE & CO, EXXON MOBIL CORP, GENERAL ELECTRIC CO, which the other does not.

How is the overlap between ITOT and VV 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 100% of VV, so the number cannot exceed the smaller coverage.

Which holds more, VV or ITOT?

ITOT reports 1,198 stock positions and VV reports 426. 14.9% of ITOT's weight sits in names VV does not hold, and 4.5% of VV's weight in names ITOT does not hold. The ten largest positions are 33.4% of ITOT and 38.3% of VV.

How do ITOT and VV differ by sector?

The widest gap is Technology: VV has 2.8 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

VV 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.