VSMAX vs VTIAX: 3% overlap

Vanguard Small-Cap Index Admiral and Vanguard Total International Stock Index Admiral share 3.4% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
2.0Effective Funds

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

Overlap
3.4%
VSMAX expense ratio
0.05%
VTIAX expense ratio
0.09%

Top shared holdings

VSMAX and VTIAX hold 118 of the same securities. The ten contributing most to the overlap figure:

Holdingin VSMAXin VTIAXΔ
CASH1.7%2.4%0.7%
AAL0.1%0.1%0.0%
CFR0.1%0.3%0.2%
CSL0.2%0.1%0.1%
TSCO0.1%0.1%0.0%
ORA0.1%0.1%0.0%
NXT0.2%0.1%0.1%
AIR0.1%0.3%0.2%
MC0.1%0.3%0.2%
G0.1%0.1%0.0%

Where VSMAX and VTIAX 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.

SectorVSMAXVTIAXΔ
Unclassified0.6%9.1%8.6pp
Industrials21.0%13.8%+7.2pp
Financials12.7%19.7%6.9pp
Health Care11.9%5.3%+6.6pp
Real Estate7.1%1.9%+5.2pp
Information Technology16.1%20.9%4.8pp
Consumer Discretionary9.9%7.5%+2.5pp
Consumer Staples3.5%4.9%1.3pp

Δ is VSMAX minus VTIAX, 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 VSMAX
1,190 positions

89.6% of VSMAX by weight, held in no part of VTIAX.

Only in VTIAX
8,335 positions

94.6% of VTIAX by weight, held in no part of VSMAX.

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

Concentration and cost

VSMAXVTIAX
Top 10 holdings5.6%16.3%
Positions held1,3088,453
Cost per $10,000 held, per year$5$9

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 VSMAX and VTIAX overlap?

VSMAX and VTIAX overlap 3.4% by portfolio weight — largely distinct portfolios. They share 118 holdings. The figure comes from current issuer holdings files (VSMAX as of 2026-06-30, VTIAX as of 2026-06-30).

How is the overlap between VSMAX and VTIAX calculated?

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

That depends on your goals — we state facts, not advice. At 3.4% overlap, each fund still contributes meaningfully distinct exposure.

What does VSMAX own that VTIAX doesn't?

VSMAX holds 1,308 positions and VTIAX holds 8,453; 1,190 of VSMAX's positions don't appear in VTIAX at all, and they are 89.6% of VSMAX by weight.

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Related comparisons

Sources: issuer holdings files, VSMAX as of 2026-06-30, VTIAX as of 2026-06-30. Weights are fractions of each fund. Diagnostics, not advice.