MTUM is an equity ETF from IShares, while VTI is a total-market U.S. equity ETF from Vanguard. MTUM and VTI show meaningful overlap, with an estimated weighted overlap of 30.63%. They share 123 holdings in the loaded dataset, led by NVDA, GOOGL, and AVGO.
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MTUM is an equity ETF from IShares, while VTI is a total-market U.S. equity ETF from Vanguard. MTUM and VTI show meaningful overlap, with an estimated weighted overlap of 30.63%. They share 123 holdings in the loaded dataset, led by NVDA, GOOGL, and AVGO.
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MTUM is an equity ETF from IShares, while VTI is a total-market U.S. equity ETF from Vanguard. MTUM and VTI overlap enough to matter, but they still bring different exposures to a portfolio. The overlap is concentrated in holdings such as NVDA, GOOGL, and AVGO, which explains why the score lands at 30.63%.
MTUM is an equity ETF from IShares, while VTI is a total-market U.S. equity ETF from Vanguard. VTI is the broader fund, while MTUM is the more targeted sleeve. VTI has the lower expense ratio, while MTUM charges more for its exposure.
The overlap is driven by a relatively small set of large shared positions. The top three shared holdings account for 31.5% of the score, which means the result is heavily influenced by the biggest common weights rather than a long tail of tiny positions.
If you want the broader portfolio building block, VTI is usually the wider choice. If you want the more focused tilt, MTUM is the narrower expression. VTI has the lower expense ratio, while MTUM charges more for its exposure.
Concentration
The top three shared holdings explain 31.5% of the full overlap score.
That helps show whether the score comes from a handful of giant shared positions or from a broader mix of common holdings.
Shared Sector Tilt
Sector tags are not consistently available for the biggest shared positions in this dataset, so this comparison leans more on the specific holdings than on sector labels.
These are the holdings contributing the most to the overlap score between MTUM and VTI.
| Holding | Name | MTUM Wt. | VTI Wt. | Overlap |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.64% | 6.42% | 4.64% |
| GOOGL | ALPHABET INC. | 2.94% | 2.67% | 2.67% |
| AVGO | BROADCOM INC. | 5.40% | 2.34% | 2.34% |
| GOOG | ALPHABET INC. | 2.39% | 2.11% | 2.11% |
| JPM | JPMORGAN CHASE & CO. | 2.87% | 1.19% | 1.19% |
| 30231G102 | EXXON MOBIL CORPORATION | 3.43% | 1.13% | 1.13% |
| JNJ | JOHNSON & JOHNSON | 3.76% | 0.94% | 0.94% |
| WMT | WALMART INC. | 2.75% | 0.87% | 0.87% |
| MU | MICRON TECHNOLOGY, INC. | 5.56% | 0.61% | 0.61% |
| AMD | ADVANCED MICRO DEVICES, INC. | 4.03% | 0.53% | 0.53% |
MTUM is an equity ETF from IShares, while VTI is a total-market U.S. equity ETF from Vanguard. The overlap exists because both funds allocate meaningful weight to the same holdings. In this dataset, the biggest shared drivers are NVDA, GOOGL, and AVGO, which appear in both portfolios and push the overlap score higher.
Holding both MTUM and VTI can still be reasonable, but you should expect some duplication. The decision comes down to whether the non-overlapping parts of each ETF are important enough for your strategy.
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A straightforward approach used by portfolio analysts.
For every stock that appears in both ETFs, we take the smaller of the two weights. Adding up all those minimums gives the total overlap percentage. A score of 100% means the two ETFs hold the exact same stocks in the same proportions.
Want the full explanation? Read the methodology page.