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

SPTM and VTI share 94.5% of their weight across 995 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.

SPTM and VTI

94.5%

995 shared positions

SPTM

State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF

Reported positions cover 100% of the fund, 1,051 positions · Jun 30, 2026

Top 10: 34.9%·Holdings of SPTM

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 SPTM 100%, 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 SPTM side by side

SPTMState Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF

1,051

stock positions reported to the SEC

0.7% of its weight is in 56 names VTI does not hold

VTIVANGUARD TOTAL STOCK MARKET INDEX FUND

1,185

stock positions reported to the SEC

3.6% of its weight is in 190 names SPTM does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
46.5%
45.7%
Consumer Cyclical
9.9%
9.6%
Financial Services
9.9%
9.7%
Healthcare
9.4%
9.7%
Industrials
4.4%
4.5%

No sector differs by more than a point between the two.

The figures side by side

SPTMVTI
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported1,0511,185
Weight of the ten largest34.9%33.5%
Largest positionNVDA 6.9%NVDA 6.4%
Held alone56 positions, 0.7%190 positions, 3.6%
Covered by stock positions100%98%

Holdings they share

StockIn SPTMIn VTICounted
NVDANVIDIA Corp6.92%6.36%6.36%
AAPLApple Inc6.07%5.87%5.87%
GOOGLAlphabet Inc5.37%5.18%5.18%
MSFTMicrosoft Corp3.96%3.83%3.83%
AMZNAmazon.com Inc3.33%3.19%3.19%
AVGOBroadcom Inc2.56%2.47%2.47%
MUMicron Technology Inc1.86%1.80%1.80%
METAMeta Platforms Inc1.76%1.71%1.71%
TSLATesla Inc1.69%1.64%1.64%
LLYEli Lilly & Co1.35%1.40%1.35%

What each holds alone

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

Only in SPTM

NXPINXP Semiconductors NV0.10%
HIGHartford Insurance Group Inc/The0.05%
AMCRAmcor PLC0.03%
PRPermian Resources Corp0.02%
SGISomnigroup International Inc0.02%
SNSharkNinja Inc0.02%
ACADEMY SPORTS & OUTDOORS INC0.01%
AGOAssured Guaranty Ltd0.01%
ALVAutoliv Inc0.01%
APLEApple Hospitality REIT Inc0.01%

Only in VTI

SPCXSpace Exploration Technologies Corp0.14%
SNOWSnowflake Inc0.12%
BEBloom Energy Corp0.11%
NETCloudflare Inc0.11%
ALABAstera Labs Inc0.10%
RKLBRocket Lab Corp0.08%
LNGCheniere Energy Inc0.07%
ALNYAlnylam Pharmaceuticals Inc0.06%
CRDOCredo Technology Group Holding Ltd0.06%
FERGFerguson Enterprises Inc0.06%

Questions people ask

Is SPTM the same as VTI?

94.5% of their weight sits in the same 995 holdings. SPTM also reports NXPI, HIG, AMCR, which the other does not. VTI also reports SPCX, SNOW, BE, which the other does not.

How is the overlap between SPTM 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 100% of SPTM and 98% of VTI, so the number cannot exceed the smaller coverage.

Which holds more, VTI or SPTM?

SPTM reports 1,051 stock positions and VTI reports 1,185. 0.7% of SPTM's weight sits in names VTI does not hold, and 3.6% of VTI's weight in names SPTM does not hold. The ten largest positions are 34.9% of SPTM and 33.5% of VTI.

How do SPTM and VTI differ by sector?

No sector differs by more than a point between the two. 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

SPTM 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.