TSPS vs VFMO: 27% overlap

TSP S Fund — shown via extended-market proxy and Vanguard U.S. Momentum Factor ETF share 27.1% 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 — VFMO 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
27.1%
TSPS expense ratio
0.05%
VFMO expense ratio
0.13%

Top shared holdings

TSPS and VFMO hold 502 of the same securities. The ten contributing most to the overlap figure:

Holdingin TSPSin VFMOΔ
CASH3.8%1.4%2.4%
FTI0.3%0.3%0.0%
RVMD0.4%0.3%0.1%
STRL0.3%0.3%0.0%
MTZ0.3%0.3%0.0%
CW0.3%0.2%0.1%
BE0.9%0.2%0.7%
FN0.2%0.2%0.0%
CRS0.3%0.2%0.1%
GH0.2%0.2%0.0%

Where TSPS and VFMO 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.

SectorTSPSVFMOΔ
Health Care13.2%22.3%9.1pp
Financials13.9%6.3%+7.6pp
Real Estate4.8%0.1%+4.7pp
Industrials19.8%24.4%4.6pp
Energy4.0%7.7%3.7pp
Cash and/or Derivatives3.8%1.4%+2.4pp
Materials4.1%6.2%2.2pp
Utilities1.9%0.0%+1.8pp

Δ is TSPS minus VFMO, 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 TSPS
2,825 positions

63.1% of TSPS by weight, held in no part of VFMO.

Only in VFMO
170 positions

47.2% of VFMO by weight, held in no part of TSPS.

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

Concentration and cost

TSPSVFMO
Top 10 holdings10.6%10.2%
Positions held3,327672
Cost per $10,000 held, per year$5$13

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 TSPS and VFMO overlap?

TSPS and VFMO overlap 27.1% by portfolio weight — moderate overlap. They share 502 holdings. The figure comes from current issuer holdings files (TSPS as of 2026-06-30, VFMO as of 2026-03-31).

How is the overlap between TSPS and VFMO calculated?

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

That depends on your goals — we state facts, not advice. At 27.1% overlap, each fund still contributes meaningfully distinct exposure.

What does TSPS own that VFMO doesn't?

TSPS holds 3,327 positions and VFMO holds 672; 2,825 of TSPS's positions don't appear in VFMO at all, and they are 63.1% of TSPS by weight.

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Related comparisons

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