Fund comparison · from official SEC filings
EPS vs SPTM: how much do they overlap?
WisdomTree U.S. LargeCap Fund and State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
vs
EPS and SPTM are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
EPS
SPTM
N
NVDANVIDIA CORP
7.05%
6.95%
A
AAPLAPPLE INC
5.12%
6.11%
G
GOOGLALPHABET INC-CL A
5.72%
2.74%
A
AMZNAMAZON.COM INC
5.67%
3.34%
M
MSFTMICROSOFT CORP
3.86%
4.50%
M
METAMETA PLATFORMS INC-CLASS A
3.34%
2.05%
A
AVGOBROADCOM INC
1.45%
2.41%
J
JPMJPMORGAN CHASE & CO
2.14%
1.30%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.85%
1.44%
E
EXMOCEXXON MOBIL CORP
1.72%
1.16%
T
TSLATESLA INC
0.69%
1.71%
J
JNJJOHNSON & JOHNSON
1.38%
0.97%
L
LLYELI LILLY & CO
0.89%
1.20%
M
MRKMERCK & CO. INC.
1.01%
0.49%
B
BACBANK OF AMERICA CORP
1.01%
0.53%
V
VZVERIZON COMMUNICATIONS INC
0.97%
0.35%
W
WMTWALMART INC
0.88%
0.89%
V
VVISA INC-CLASS A SHARES
0.81%
0.84%
P
PFEPFIZER INC
0.79%
0.26%
C
CVXCHEVRON CORP
0.76%
0.64%
C
COSTCOSTCO WHOLESALE CORP
0.33%
0.72%
W
WFCWELLS FARGO & CO
0.70%
0.40%
C
CSCOCISCO SYSTEMS INC
0.68%
0.50%
T
TAT&T INC
0.68%
0.33%
M
MAMASTERCARD INC - A
0.52%
0.67%
Only in EPS
L
LNGCHENIERE ENERGY INC
0.18%
M
MRVLMARVELL TECHNOLOGY INC
0.13%
U
UIUBIQUITI INC
0.12%
Z
ZMZOOM COMMUNICATIONS INC
0.11%
F
FCNCAFIRST CITIZENS BCSHS -CL A
0.07%
N
NETCLOUDFLARE INC - CLASS A
0.07%
F
FERGFERGUSON ENTERPRISES INC
0.06%
I
IOTSAMSARA INC-CL A
0.05%
M
MELIMERCADOLIBRE INC
0.05%
H
HUBSHUBSPOT INC
0.05%
A
ALABASTERA LABS INC
0.05%
Z
ZSZSCALER INC
0.04%
T
TEAMATLASSIAN CORP-CL A
0.04%
M
MDBMONGODB INC
0.04%
S
SNOWSNOWFLAKE INC
0.04%
M
MKLMARKEL GROUP INC
0.04%
L
LPLALPL FINANCIAL HOLDINGS INC
0.03%
S
SSNCSS&C TECHNOLOGIES HOLDINGS
0.03%
U
UUNITY SOFTWARE INC
0.03%
C
CRDOCREDO TECHNOLOGY GROUP HOLDI
0.03%
A
AMRZAMRIZE LTD
0.03%
?
—DREYFUS TRSY OBLIG CASH M
0.03%
V
VEEVVEEVA SYSTEMS INC-CLASS A
0.02%
A
ALNYALNYLAM PHARMACEUTICALS INC
0.02%
F
FLUTFLUTTER ENTERTAINMENT PLC-DI
0.02%
Only in SPTM
G
GOOGALPHABET INC-CL C
2.20%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.62%
B
BABOEING CO/THE
0.25%
D
DEDEERE & CO
0.23%
L
LMTLOCKHEED MARTIN CORP
0.20%
A
ACNACCENTURE PLC-CL A
0.20%
S
SBUXSTARBUCKS CORP
0.17%
W
WMWASTE MANAGEMENT INC
0.14%
M
MSIMOTOROLA SOLUTIONS INC
0.12%
M
MDLZMONDELEZ INTERNATIONAL INC-A
0.12%
S
SNPSSYNOPSYS INC
0.12%
W
WBDWARNER BROS DISCOVERY INC
0.11%
N
NSCNORFOLK SOUTHERN CORP
0.11%
A
APDAIR PRODUCTS & CHEMICALS INC
0.11%
E
ELVELEVANCE HEALTH INC
0.10%
N
NKENIKE INC -CL B
0.10%
T
TGTTARGET CORP
0.09%
A
AJGARTHUR J GALLAGHER & CO
0.09%
O
OKEONEOK INC
0.09%
E
EAELECTRONIC ARTS INC
0.07%
C
CARRCARRIER GLOBAL CORP
0.07%
R
ROPROPER TECHNOLOGIES INC
0.06%
K
KDPKEURIG DR PEPPER INC
0.06%
C
CCICROWN CASTLE INC
0.06%
M
MCHPMICROCHIP TECHNOLOGY INC
0.06%
Hold EPS and SPTM 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.