TSPI vs VTHRX: 26% overlap

TSP I Fund — shown via international proxy and Vanguard Target Retirement 2030 share 26.3% 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 3 months apart — VTHRX as of 2026-03-31, the rest through 2026-06-30. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
1.7Effective Funds

You would hold two tickers and get the diversification of 1.7. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
26.3%
TSPI expense ratio
0.05%
VTHRX expense ratio
0.08%

Top shared holdings

TSPI and VTHRX hold 8,453 of the same securities. The ten contributing most to the overlap figure:

Holdingin TSPIin VTHRXΔ
CASH2.4%1.9%0.5%
23304.3%1.0%3.2%
0059302.3%0.6%1.7%
0006602.2%0.5%1.6%
ASML1.7%0.4%1.3%
7000.8%0.2%0.6%
HSBA0.7%0.2%0.5%
ROP0.6%0.2%0.5%
RY0.6%0.2%0.5%
SAN0.7%0.2%0.5%

Where TSPI and VTHRX 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.

SectorTSPIVTHRXΔ
Treasuries0.0%13.6%13.6pp
Financials19.7%11.3%+8.3pp
Industrials13.8%6.9%+6.9pp
MBS Pass-Through0.0%5.7%5.7pp
Corporate — industrial & other0.0%4.4%4.4pp
Unclassified9.1%13.3%4.2pp
Information Technology20.9%17.3%+3.6pp
Materials5.2%2.0%+3.2pp

Δ is TSPI minus VTHRX, 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 TSPI
0 positions

0.0% of TSPI by weight, held in no part of VTHRX.

Only in VTHRX
8,230 positions

72.1% of VTHRX by weight, held in no part of TSPI.

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

Concentration and cost

TSPIVTHRX
Top 10 holdings16.3%28.9%
Positions held8,4537
Cost per $10,000 held, per year$5$8

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 TSPI and VTHRX overlap?

TSPI and VTHRX overlap 26.3% by portfolio weight — moderate overlap. They share 8,453 holdings. The figure comes from current issuer holdings files (TSPI as of 2026-06-30, VTHRX as of 2026-03-31).

How is the overlap between TSPI and VTHRX calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If TSPI holds a stock at 6% and VTHRX 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 TSPI and VTHRX?

That depends on your goals — we state facts, not advice. At 26.3% overlap, each fund still contributes meaningfully distinct exposure.

What does TSPI own that VTHRX doesn't?

TSPI holds 8,453 positions and VTHRX holds 7; 0 of TSPI's positions don't appear in VTHRX at all, and they are 0.0% of TSPI by weight.

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Related comparisons

Sources: issuer holdings files, TSPI as of 2026-06-30, VTHRX as of 2026-03-31. Weights are fractions of each fund. Diagnostics, not advice.