DIA vs VT: fund overlap
ETF comparisons / DIA vs VT
State Street SPDR Dow Jones Industrial Average ETF Trust compared with VANGUARD TOTAL WORLD STOCK INDEX FUND
DIA and VT overlap by 20.9% by weight, across 30 shared companies.
State Street SPDR Dow Jones Industrial Average ETF Trust
VANGUARD TOTAL WORLD STOCK INDEX FUND
Both lines rebased to 0% over their shared dates
30 companies held in both funds
| Shared company | DIA | VT |
|---|---|---|
| ALPHABET INC GOOGL 2 share classes | 3.82% | 3.61% |
| ↳ ALPHABET INC-CL A GOOGL | 3.82% | 2.02% |
| ↳ ALPHABET INC-CL C GOOG | 0.00% | 1.59% |
| Apple Inc AAPL | 3.75% | 3.49% |
| Microsoft Corp MSFT | 5.60% | 2.70% |
| NVIDIA CORP NVDA | 2.46% | 4.17% |
| AMAZON.COM INC AMZN | 2.90% | 2.27% |
| JPMorgan Chase & Co JPM | 4.02% | 0.71% |
| WALMART INC. WMT | 1.21% | 0.51% |
| Visa Inc V | 4.18% | 0.49% |
| JOHNSON & JOHNSON JNJ | 3.00% | 0.49% |
| Caterpillar Inc CAT | 9.24% | 0.37% |
| CISCO SYSTEMS, INC. CSCO | 1.27% | 0.32% |
| Chevron Corp CVX | 2.42% | 0.32% |
| THE PROCTER & GAMBLE COMPANY PG | 1.64% | 0.31% |
| UnitedHealth Group Inc UNH | 4.25% | 0.30% |
| Home Depot Inc/The HD | 3.49% | 0.29% |
| THE COCA-COLA COMPANY KO | 1.00% | 0.27% |
| Merck & Co Inc MRK | 1.63% | 0.24% |
| THE GOLDMAN SACHS GROUP, INC. GS | 11.62% | 0.23% |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM | 2.75% | 0.19% |
| McDonald's Corp MCD | 2.85% | 0.19% |
| Amgen Inc AMGN | 4.26% | 0.17% |
| Walt Disney Co/The DIS | 1.20% | 0.16% |
| AMERICAN EXPRESS COMPANY AXP | 3.67% | 0.15% |
| THE BOEING COMPANY BA | 2.38% | 0.15% |
| Salesforce Inc CRM | 2.80% | 0.14% |
Based on the holdings compared above
DIA and VT overlap by 20.9% by weight, across 30 shared companies.
The largest companies held in both funds are ALPHABET INC, Apple Inc, Microsoft Corp, NVIDIA CORP, AMAZON.COM INC.
Holding both means 20.9% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.
DIA has a 0.16% expense ratio and VT has 0.06%.
DIA has a weighted P/E of 25.1 and VT has a weighted P/E of 23.2.
See the companies and duplicated exposure across every fund you hold.