ITOT vs SDY: how much do they overlap?

iShares Core S&P Total U.S. Stock Market ETF (ITOT) · SPDR S&P Dividend ETF (SDY)

13.6%

overlap by weight · 152 shared holdings

ITOT: 2470 holdings (as of 2026-03-31) · SDY: 156 holdings (as of 09-Jul-2026)

Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.

Low overlap

What this means

ITOT and SDY hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.

Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.

Top shared holdings

CompanyTickerin ITOTin SDY
Johnson & Johnson JNJ 0.93% 1.01%
Chevron Corp. CVX 0.61% 1.33%
AbbVie, Inc. ABBV 0.61% 1.6%
Procter & Gamble Co. (The) PG 0.53% 1.25%
Coca-Cola Co. (The) KO 0.46% 1.28%
Caterpillar, Inc. CAT 0.52% 0.41%
Microsoft Corp. MSFT 4.34% 0.37%
Linde plc LIN 0.36% 0.57%
International Business Machines Corp. IBM 0.36% 1.32%
McDonald's Corp. MCD 0.35% 0.91%

FAQ

How much do ITOT and SDY overlap?

ITOT and SDY have a 13.6% overlap by weight, sharing 152 holdings (out of 2470 in ITOT and 156 in SDY), based on official issuer holdings as of 2026-03-31.

What does 13.6% overlap mean?

ITOT and SDY hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.

Which stocks do ITOT and SDY both hold?

The largest shared positions are Johnson & Johnson, Chevron Corp., AbbVie, Inc., Procter & Gamble Co. (The), Coca-Cola Co. (The). The full list of top shared holdings with weights in each fund is shown on this page.

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