Which returned more over the last year, ITOT or USPX?

In the year to Oct 9, 2026, with distributions reinvested, ITOT returned +16.8% and USPX +16.9%.

Which is cheaper, ITOT or USPX?

Neither: ITOT and USPX both charge 0.03% a year. Fees come from each fund's prospectus.

How much do ITOT and USPX overlap with the S&P 500?

By their latest filed holdings, 88% of ITOT and 98% of USPX by weight is stocks the S&P 500 already holds.

Compare their flows Ask IQ about these two funds

ITOT vs USPX: Differences, Returns & Fees

ITOT and USPX hold 86% of their weight in the same names. Net assets on Oct 9, 2026: $98.1bn for iShares Core S&P Total U.S. Stock Market ETF and $2.1bn for Franklin U.S. Equity Index ETF.

Both cost 0.03% a year; their one-year returns differ by 0.1 points; ITOT is far larger, $98.1bn against $2.1bn.

Points (pts) are percentage points.

ITOT vs USPX: Differences, Returns & Fees
	ITOT	USPX
Expense ratio	0.03%	0.03%
Net assets	$98.1bn	$2.1bn
Total return, 1 year	+16.8%	+16.9%
What it tracks	S&P Total U.S. Stock Market	Linked Morningstar US Target Market Exposure Index ††
Holdings in common	86%
Top ten holdings, share of the fund	34.8%	36.2%

Holdings in common uses holdings dated Jun 30, 2026 and Oct 9, 2026.

+16.8%

ITOT total return, 1 year

+16.9%

USPX total return, 1 year

0.03%

ITOT expense ratio

0.03%

USPX expense ratio

What they hold in common

By the books each fund has filed, ITOT and USPX hold 86% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Oct 9, 2026.

50%

half

86% in common

Positions both hold, largest shared weight first

Holding ITOT USPX

NVIDIA 7.35% 7.29%

APPLE 6.51% 6.59%

MICROSOFT 5.26% 4.31%

AMAZON.COM INC 3.41% 3.64%

ALPHABET CLASS A 2.73% 3.25%

BROADCOM INC 2.28% 2.73%

ALPHABET CLASS C 2.19% 2.59%

META PLATFORMS CLASS A 2.10% 1.92%

MICRON TECHNOLOGY 1.54% 2.02%

TESLA INC 1.43% 1.84%

ADVANCED MICRO DEVICES 1.31% 1.48%

BERKSHIRE HATHAWAY INC CLASS B 1.27% 1.44%

Only in ITOT

SPACE EXPLORATION TECHNOLOGIES COR 0.30%

MODERNA 0.11%

NATERA 0.08%

VIVMARK RESIDENTIAL 0.06%

VYLOR 0.06%

OKTA CLASS A 0.05%

REVOLUTION MEDICINES 0.05%

ATLASSIAN CORP CLASS A 0.04%

Only in USPX

MERCADOLIBRE INC 0.12%

WARNER BROS. DISCOVERY INC 0.10%

ELECTRONIC ARTS INC 0.07%

AVALONBAY COMMUNITIES INC 0.04%

EQUITY RESIDENTIAL 0.04%

SOUTHERN COPPER CORP 0.03%

Check overlap with more funds →

On the same fields

ITOT

iShares Core S&P Total U.S. Stock Market ETF

USPX

Franklin U.S. Equity Index ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Franklin

What it is Tracks the S&P Total U.S. Stock Market Tracks an index

Total return, 1 year +16.8% +16.9%

Its benchmark over the same days not published +16.9% (BBUS)

Gap to its benchmark not available 0.0 pts vs BBUS

Expense ratio 0.03% 0.03%

Already in the S&P 500 88.1% 97.9%

Holdings 2459 468

Net assets $98.1bn $2.1bn

ITOT and USPX on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About ITOT

ITOT tracks the S&P Total U.S. Stock Market. Over the year to Oct 9, 2026 it returned +16.8% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings published by its issuer for Oct 9, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,459 positions, with the top ten at 34.8%.

About USPX

USPX tracks an index. Over the year to Oct 9, 2026 it returned +16.9% with distributions reinvested, against +16.9% for its benchmark, the Linked Morningstar US Target Market Exposure Index ††. By its holdings filed for Jun 30, 2026, 98% of the fund by weight is stocks the S&P 500 also holds, across 468 positions, with the top ten at 36.2%.

Questions people ask

Which returned more over the last year, ITOT or USPX?: In the year to Oct 9, 2026, with distributions reinvested, ITOT returned +16.8% and USPX +16.9%.
Which is cheaper, ITOT or USPX?: Neither: ITOT and USPX both charge 0.03% a year. Fees come from each fund's prospectus.
How much do ITOT and USPX overlap with the S&P 500?: By their latest filed holdings, 88% of ITOT and 98% of USPX by weight is stocks the S&P 500 already holds.

Other comparisons

ITOT vs SEIM DFAU vs ITOT ITOT vs QUAL ITOT vs SPY USPX vs VIG SCHX vs USPX USPX vs VV SPYM vs USPX

ITOT on its own →USPX on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

ITOT filings on SEC EDGAR ↗ITOT prospectus with the expense ratio (SEC) ↗iShares page for ITOT ↗USPX filings on SEC EDGAR ↗USPX prospectus with the expense ratio (SEC) ↗Franklin website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, ITOT against USPX, data as of Oct 9, 2026. https://etfiq.com/compare/any/itot-vs-uspx

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.