ITOT vs PRGFX: 41% overlap

iShares Core S&P Total U.S. Stock Market ETF and T. Rowe Price Growth Stock share 40.7% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published about 4 months apart — PRGFX as of 2026-03-31, the rest through 2026-07-23. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
1.6Effective Funds

You would hold two tickers and get the diversification of 1.6. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
40.7%
ITOT expense ratio
0.03%
PRGFX expense ratio
0.64%

Top shared holdings

ITOT and PRGFX hold 54 of the same securities. The ten contributing most to the overlap figure:

Holdingin ITOTin PRGFXΔ
NVDA7.0%13.8%6.8%
AAPL6.6%11.1%4.5%
MSFT3.9%9.1%5.1%
AMZN3.2%4.9%1.7%
GOOGL2.6%7.0%4.4%
AVGO2.6%5.1%2.6%
META1.8%3.9%2.0%
LLY1.3%3.0%1.7%
TSLA1.2%2.7%1.5%
AMD1.2%1.1%0.1%

Where ITOT and PRGFX differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorITOTPRGFXΔ
Information Technology35.2%48.2%13.1pp
Financials12.7%5.1%+7.6pp
Unclassified0.0%5.9%5.9pp
Industrials10.1%5.6%+4.6pp
Communication Services8.7%13.1%4.4pp
Consumer Staples4.4%0.8%+3.6pp
Energy3.5%0.0%+3.5pp
Cash & Other0.0%3.5%3.5pp

Δ is ITOT minus PRGFX, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in ITOT
2,385 positions

58.9% of ITOT by weight, held in no part of PRGFX.

Only in PRGFX
24 positions

7.3% of PRGFX by weight, held in no part of ITOT.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

ITOTPRGFX
Top 10 holdings32.7%62.8%
Positions held2,44079
Cost per $10,000 held, per year$3$64

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do ITOT and PRGFX overlap?

ITOT and PRGFX overlap 40.7% by portfolio weight — moderate overlap. They share 54 holdings. The figure comes from current issuer holdings files (ITOT as of 2026-07-23, PRGFX as of 2026-03-31).

How is the overlap between ITOT and PRGFX calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If ITOT holds a stock at 6% and PRGFX holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both ITOT and PRGFX?

That depends on your goals — we state facts, not advice. At 40.7% overlap, each fund still contributes meaningfully distinct exposure.

What does ITOT own that PRGFX doesn't?

ITOT holds 2,440 positions and PRGFX holds 79; 2,385 of ITOT's positions don't appear in PRGFX at all, and they are 58.9% of ITOT by weight.

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Related comparisons

Sources: issuer holdings files, ITOT as of 2026-07-23, PRGFX as of 2026-03-31. Weights are fractions of each fund. Diagnostics, not advice.