ETF Copilot

ITOT vs JUST: holdings overlap, shared companies and scores

As of October 9, 2026, ITOT and JUST overlap 75.1% by weight. iShares Core S&P Total U.S. Stock Market ETF (ITOT): U.S. total market equities. Goldman Sachs JUST U.S. Large Cap Equity ETF (JUST): U.S. large-cap companies.

Updated October 9, 2026

Where ITOT and JUST trade against their own history

ITOT trades at 24.2 times earnings, against its own median of 22.3, and is more expensive than 63% of its own 115 monthly readings since 2017.

JUST trades at 24.3 times earnings, against its own median of 23.8, and is more expensive than 51% of its own 101 monthly readings since 2018.

What moved ITOT and JUST this week

ITOT rose 1.0% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.

JUST rose 1.2% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Visa (+6.9%); Nvidia (−2.0%) pushed the other way.

What do ITOT and JUST each hold?

What's inside ITOT: Tech 43%, Magnificent 7 31%.

35% of ITOT is its ten largest holdings.

What's inside JUST: Tech 46%, Magnificent 7 34%.

42% of JUST is its ten largest holdings.

How much do ITOT and JUST overlap? 75.1% by weight

As of October 9, 2026, ITOT and JUST overlap 75.1% by weight.

75% of ITOT is already inside JUST.

100% of JUST is already inside ITOT.

ITOT holds 2,425 companies and JUST holds 454; 453 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score ITOT and JUST? 6.6 and 7.1 out of 10

As of October 9, 2026, ETF Copilot scores ITOT 6.6 out of 10 and JUST 7.1 out of 10.

They differ most on Quality: ITOT 7.7 and JUST 8.8.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

ITOT vs JUST — ETF Copilot factor scores, 0–10
FactorITOTJUST
Growth7.27.8
Value3.03.9
Risk6.36.7
Quality7.78.8
Return7.77.5

ITOT is the cheaper of the two at 0.03% a year

As of October 9, 2026, ITOT charges 0.03% a year, yields 0.99% and holds $97.8B in assets across 2425 positions.

As of October 9, 2026, JUST charges 0.20% a year, yields 0.93% and holds $572M in assets across 454 positions.

ITOT vs JUST — cost, income and size
MeasureITOTJUST
Expense ratio0.03%0.20%
Dividend yield0.99%0.93%
Assets under management$97.8B$572M
Holdings2425454

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Compare with similar funds

Cite this

ETF Copilot, “ITOT vs JUST holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/itot-vs-just

  1. iShares Core S&P Total U.S. Stock Market ETF (ITOT)
  2. Goldman Sachs JUST U.S. Large Cap Equity ETF (JUST)

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