etf overlap tool · little overlap
RSP vs MGK overlap
99% of MGK's money sits in companies RSP also holds; 9.7% of the two funds is the same money, spread over 50 companies both hold.
Holdings as of September 30, 2026 · source: Invesco (RSP), Vanguard (MGK) · How we measured all 1,431 pairs
- same money
- same companies, extra weight
- only in this fund
Hold RSP and MGK with other funds or stocks? The free portfolio optimizer opens RSP and MGK beside the rest of what you own: the companies you hold twice, what the funds cost a year, and where the next deposit should go. No account.
The companies you would own twice
What only one of them gives you
Where each fund puts its money
RSP and MGK: what people ask
How much do RSP and MGK overlap?
9.7% by weight, as of September 30, 2026: little overlap. 50 companies appear in both funds; they make up 9.7% of RSP and 99% of MGK.
Which stocks do RSP and MGK both hold?
The largest shared positions are ISRG, MAR, TJX, SNPS and CDNS. Ranked by the smaller of the two weights, which is the part you would own twice.
Is it redundant to hold both RSP and MGK?
Out of every $100 split evenly between them, about $10 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 454 names only in RSP, 2 only in MGK. Half in each behaves like 61 equally weighted stocks, against 497 for RSP alone and 17 for MGK alone. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.
How is ETF overlap calculated here?
For every company held by both funds we take the smaller of its two weights and add them up. The weights come from the full holdings files Invesco and Vanguard publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart. Sector overlap applies the same rule to the issuers' sector labels; "behaves like N equally weighted stocks" is one over the sum of the squared weights.
Weights come from each issuer's published holdings file and are matched company by company on their ISIN. Cash, futures and currency positions are left out. This page describes what the funds hold; it is not investment advice.