VTIP vs VTIVX: 6% overlap

Vanguard Short-Term Inflation-Protected Securities ETF and Vanguard Target Retirement 2045 share 5.6% 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 — VTIVX 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
1.9Effective Funds

You would hold two tickers and get the diversification of 1.9. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
5.6%
VTIP expense ratio
0.03%
VTIVX expense ratio
0.08%

Top shared holdings

VTIP and VTIVX hold 3 of the same securities. The ten contributing most to the overlap figure:

Holdingin VTIPin VTIVXΔ
UST-3-10Y37.8%2.7%35.0%
UST-0-3Y61.5%2.1%59.4%
CASH0.7%1.9%1.2%

Where VTIP and VTIVX 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.

SectorVTIPVTIVXΔ
Treasuries99.3%6.2%+93.1pp
Information Technology0.0%23.8%23.8pp
Financials0.0%13.3%13.3pp
Industrials0.0%9.6%9.6pp
Unclassified0.0%8.0%8.0pp
Consumer Discretionary0.0%6.9%6.9pp
Health Care0.0%6.3%6.3pp
Communication Services0.0%5.4%5.4pp

Δ is VTIP minus VTIVX, 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 VTIP
0 positions

0.0% of VTIP by weight, held in no part of VTIVX.

Only in VTIVX
16,679 positions

93.1% of VTIVX by weight, held in no part of VTIP.

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

Concentration and cost

VTIPVTIVX
Top 10 holdings100.0%21.4%
Positions held36
Cost per $10,000 held, per year$3$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 VTIP and VTIVX overlap?

VTIP and VTIVX overlap 5.6% by portfolio weight — largely distinct portfolios. They share 3 holdings. The figure comes from current issuer holdings files (VTIP as of 2026-06-30, VTIVX as of 2026-03-31).

How is the overlap between VTIP and VTIVX calculated?

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

That depends on your goals — we state facts, not advice. At 5.6% overlap, each fund still contributes meaningfully distinct exposure.

What does VTIP own that VTIVX doesn't?

VTIP holds 3 positions and VTIVX holds 6; 0 of VTIP's positions don't appear in VTIVX at all, and they are 0.0% of VTIP by weight.

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