Fund comparison · from official SEC filings
EFIV vs PBP: how much do they overlap?
State Street(R) SPDR(R) S&P 500(R) ESG ETF and Invesco S&P 500 BuyWrite ETF
vs
EFIV and PBP are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
EFIV
PBP
N
NVDANVIDIA CORP
11.16%
8.01%
A
AAPLAPPLE INC
9.83%
6.58%
M
MSFTMICROSOFT CORP
7.25%
5.00%
G
GOOGLALPHABET INC-CL A
4.40%
3.70%
G
GOOGALPHABET INC-CL C
3.51%
2.95%
M
METAMETA PLATFORMS INC-CLASS A
3.30%
2.21%
L
LLYELI LILLY & CO
1.92%
1.22%
E
EXMOCEXXON MOBIL CORP
1.87%
1.06%
W
WMTWALMART INC
1.44%
0.95%
V
VVISA INC-CLASS A SHARES
1.34%
0.92%
C
COSTCOSTCO WHOLESALE CORP
1.17%
0.74%
M
MAMASTERCARD INC - A
1.07%
0.68%
A
ABBVABBVIE INC
1.02%
0.62%
M
MUMICRON TECHNOLOGY INC
1.00%
0.96%
C
CATCATERPILLAR INC
0.87%
0.68%
H
HDHOME DEPOT INC
0.86%
0.54%
B
BACBANK OF AMERICA CORP
0.85%
0.59%
C
CSCOCISCO SYSTEMS INC
0.81%
0.60%
M
MRKMERCK & CO. INC.
0.79%
0.45%
G
GEGENERAL ELECTRIC
0.79%
0.50%
K
KOCOCA-COLA CO/THE
0.78%
0.50%
I
INTCINTEL CORP
0.55%
0.73%
A
AMATAPPLIED MATERIALS INC
0.71%
0.52%
L
LRCXLAM RESEARCH CORP
0.70%
0.53%
G
GSGOLDMAN SACHS GROUP INC
0.67%
0.46%
Only in EFIV
G
GVMXXSTATE ST INST US GOV MM-PREM
0.11%
?
—Chicago Mercantile Exchange
-0.00%
Only in PBP
A
AMZNAMAZON.COM INC
4.27%
A
AVGOBROADCOM INC
3.27%
T
TSLATESLA INC
1.77%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.43%
J
JPMJPMORGAN CHASE & CO
1.39%
A
AMDADVANCED MICRO DEVICES
0.95%
J
JNJJOHNSON & JOHNSON
0.91%
N
NFLXNETFLIX INC
0.65%
C
CVXCHEVRON CORP
0.60%
P
PGPROCTER & GAMBLE CO/THE
0.56%
P
PLTRPALANTIR TECHNOLOGIES INC-A
0.52%
G
GEVGE VERNOVA INC
0.48%
O
ORCLORACLE CORP
0.45%
P
PMPHILIP MORRIS INTERNATIONAL
0.42%
T
TXNTEXAS INSTRUMENTS INC
0.42%
R
RTXRTX CORP
0.39%
I
IBMINTL BUSINESS MACHINES CORP
0.36%
M
MCDMCDONALD'S CORP
0.35%
N
NEENEXTERA ENERGY INC
0.34%
V
VZVERIZON COMMUNICATIONS INC
0.33%
A
ADIANALOG DEVICES INC
0.32%
A
APHAMPHENOL CORP-CL A
0.30%
B
BABOEING CO/THE
0.30%
A
ANETARISTA NETWORKS INC
0.29%
I
ISRGINTUITIVE SURGICAL INC
0.27%
Hold EFIV and PBP together? See your combined true holdings, overlap, and blended fees — free, no signup.
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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.