Fund comparison · from official SEC filings
EFIV vs VFINX: how much do they overlap?
State Street(R) SPDR(R) S&P 500(R) ESG ETF and VANGUARD 500 INDEX FUND
vs
EFIV and VFINX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
EFIV
VFINX
N
NVDANVIDIA CORP
11.16%
7.57%
A
AAPLAPPLE INC
9.83%
6.65%
M
MSFTMICROSOFT CORP
7.25%
4.91%
G
GOOGLALPHABET INC-CL A
4.40%
2.99%
G
GOOGALPHABET INC-CL C
3.51%
2.40%
M
METAMETA PLATFORMS INC-CLASS A
3.30%
2.23%
L
LLYELI LILLY & CO
1.92%
1.30%
E
EXMOCEXXON MOBIL CORP
1.87%
1.27%
W
WMTWALMART INC
1.44%
0.97%
V
VVISA INC-CLASS A SHARES
1.34%
0.89%
C
COSTCOSTCO WHOLESALE CORP
1.17%
0.79%
M
MAMASTERCARD INC - A
1.07%
0.73%
A
ABBVABBVIE INC
1.02%
0.69%
M
MUMICRON TECHNOLOGY INC
1.00%
0.68%
C
CATCATERPILLAR INC
0.87%
0.59%
H
HDHOME DEPOT INC
0.86%
0.58%
B
BACBANK OF AMERICA CORP
0.85%
0.56%
C
CSCOCISCO SYSTEMS INC
0.81%
0.55%
M
MRKMERCK & CO. INC.
0.79%
0.53%
G
GEGENERAL ELECTRIC
0.79%
0.53%
K
KOCOCA-COLA CO/THE
0.78%
0.53%
A
AMATAPPLIED MATERIALS INC
0.71%
0.48%
L
LRCXLAM RESEARCH CORP
0.70%
0.48%
G
GSGOLDMAN SACHS GROUP INC
0.67%
0.43%
W
WFCWELLS FARGO & CO
0.65%
0.44%
Only in EFIV
G
GVMXXSTATE ST INST US GOV MM-PREM
0.11%
?
—Chicago Mercantile Exchange
-0.00%
Only in VFINX
A
AMZNAMAZON.COM INC
3.63%
A
AVGOBROADCOM INC
2.62%
T
TSLATESLA INC
1.87%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.57%
J
JPMJPMORGAN CHASE & CO
1.34%
J
JNJJOHNSON & JOHNSON
1.05%
N
NFLXNETFLIX INC
0.72%
C
CVXCHEVRON CORP
0.69%
P
PGPROCTER & GAMBLE CO/THE
0.60%
P
PLTRPALANTIR TECHNOLOGIES INC-A
0.60%
A
AMDADVANCED MICRO DEVICES
0.59%
R
RTXRTX CORP
0.46%
P
PMPHILIP MORRIS INTERNATIONAL
0.46%
O
ORCLORACLE CORP
0.45%
G
GEVGE VERNOVA INC
0.42%
I
IBMINTL BUSINESS MACHINES CORP
0.40%
M
MCDMCDONALD'S CORP
0.40%
V
VZVERIZON COMMUNICATIONS INC
0.38%
?
—Vanguard Cmt Funds-Vanguard Market Liquidity Fund
0.37%
N
NEENEXTERA ENERGY INC
0.35%
T
TXNTEXAS INSTRUMENTS INC
0.31%
I
ISRGINTUITIVE SURGICAL INC
0.29%
P
PFEPFIZER INC
0.29%
B
BABOEING CO/THE
0.28%
A
ADIANALOG DEVICES INC
0.28%
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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.