Fund comparison · from official SEC filings
CCERX vs SPY: how much do they overlap?
Columbia Large Cap Enhanced Core Fund and State Street(R) SPDR(R) S&P 500(R) ETF Trust
vs
CCERX and SPY are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
CCERX
SPY
N
NVDANVIDIA CORP
8.43%
7.58%
A
AAPLAPPLE INC
7.81%
6.67%
G
GOOGLALPHABET INC-CL A
6.60%
2.99%
M
MSFTMICROSOFT CORP
4.78%
4.92%
A
AMZNAMAZON.COM INC
3.51%
3.64%
A
AVGOBROADCOM INC
3.40%
2.63%
M
METAMETA PLATFORMS INC-CLASS A
2.88%
2.24%
T
TSLATESLA INC
1.45%
1.87%
E
EXMOCEXXON MOBIL CORP
1.60%
1.27%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
0.76%
1.57%
L
LRCXLAM RESEARCH CORP
1.45%
0.48%
J
JPMJPMORGAN CHASE & CO
0.67%
1.42%
C
CSCOCISCO SYSTEMS INC
1.37%
0.55%
M
MUMICRON TECHNOLOGY INC
1.30%
0.68%
L
LLYELI LILLY & CO
0.83%
1.30%
C
CVXCHEVRON CORP
1.24%
0.69%
M
MAMASTERCARD INC - A
1.19%
0.73%
C
CCITIGROUP INC
1.08%
0.35%
J
JNJJOHNSON & JOHNSON
0.21%
1.05%
B
BMYBRISTOL-MYERS SQUIBB CO
1.01%
0.22%
P
PLTRPALANTIR TECHNOLOGIES INC-A
1.00%
0.60%
P
PGPROCTER & GAMBLE CO/THE
0.98%
0.60%
W
WMTWALMART INC
0.20%
0.97%
G
GSGOLDMAN SACHS GROUP INC
0.97%
0.45%
F
FDXFEDEX CORP
0.96%
0.14%
Only in CCERX
?
—COLUMBIA SHORT TERM CASH FUND
1.38%
?
—Chicago Mercantile Exchange
0.13%
Only in SPY
G
GOOGALPHABET INC-CL C
2.40%
N
NFLXNETFLIX INC
0.73%
C
CATCATERPILLAR INC
0.59%
H
HDHOME DEPOT INC
0.59%
B
BACBANK OF AMERICA CORP
0.58%
M
MRKMERCK & CO. INC.
0.53%
G
GEGENERAL ELECTRIC
0.53%
K
KOCOCA-COLA CO/THE
0.53%
R
RTXRTX CORP
0.46%
P
PMPHILIP MORRIS INTERNATIONAL
0.46%
O
ORCLORACLE CORP
0.45%
W
WFCWELLS FARGO & CO
0.44%
U
UNHUNITEDHEALTH GROUP INC
0.44%
G
GEVGE VERNOVA INC
0.42%
L
LINLINDE PLC
0.41%
I
IBMINTL BUSINESS MACHINES CORP
0.41%
M
MCDMCDONALD'S CORP
0.40%
P
PEPPEPSICO INC
0.38%
V
VZVERIZON COMMUNICATIONS INC
0.38%
T
TAT&T INC
0.36%
N
NEENEXTERA ENERGY INC
0.35%
T
TMOTHERMO FISHER SCIENTIFIC INC
0.33%
A
ABTABBOTT LABORATORIES
0.32%
T
TXNTEXAS INSTRUMENTS INC
0.31%
C
CRMSALESFORCE INC
0.31%
Hold CCERX and SPY together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
SPY vs SPYMState Street(R) SPDR(R) Portfolio S&P 500(R) ETF
100% overlap
SPY vs VOOVANGUARD 500 INDEX FUND
100% overlap
SPY vs VFIAXVANGUARD 500 INDEX FUND
99% overlap
SPY vs HLEIXJPMorgan Equity Index Fund
99% overlap
SPY vs PBPInvesco S&P 500 BuyWrite ETF
96% overlap
SPY vs SWPPXSchwab S&P 500 Index Fund
95% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.