Fund comparison · from official SEC filings
IUSV vs SPTM: how much do they overlap?
iShares Core S&P U.S. Value ETF and State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
vs
IUSV and SPTM are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
IUSV
SPTM
A
AAPLAPPLE INC
6.50%
6.11%
A
AMZNAMAZON.COM INC
3.34%
3.34%
E
EXMOCEXXON MOBIL CORP
2.47%
1.16%
W
WMTWALMART INC
1.90%
0.89%
T
TSLATESLA INC
1.39%
1.71%
C
COSTCOSTCO WHOLESALE CORP
1.54%
0.72%
C
CVXCHEVRON CORP
1.35%
0.64%
J
JPMJPMORGAN CHASE & CO
0.89%
1.30%
P
PGPROCTER & GAMBLE CO/THE
1.17%
0.55%
H
HDHOME DEPOT INC
1.14%
0.54%
B
BACBANK OF AMERICA CORP
1.13%
0.53%
M
MRKMERCK & CO. INC.
1.04%
0.49%
J
JNJJOHNSON & JOHNSON
0.84%
0.97%
W
WFCWELLS FARGO & CO
0.86%
0.40%
U
UNHUNITEDHEALTH GROUP INC
0.86%
0.40%
V
VVISA INC-CLASS A SHARES
0.80%
0.84%
L
LINLINDE PLC
0.81%
0.38%
P
PEPPEPSICO INC
0.74%
0.35%
V
VZVERIZON COMMUNICATIONS INC
0.74%
0.35%
A
ABBVABBVIE INC
0.72%
0.63%
I
INTCINTEL CORP
0.72%
0.34%
T
TAT&T INC
0.71%
0.33%
C
CCITIGROUP INC
0.69%
0.32%
N
NEENEXTERA ENERGY INC
0.68%
0.32%
M
MAMASTERCARD INC - A
0.47%
0.67%
Only in IUSV
?
—HONEYWELL INTERNATIONAL INC
0.50%
?
—BLACKROCK GLOBAL
0.33%
?
—BLACKROCK CASH FUNDS
0.18%
D
DD 5.419 11.15.48DUPONT DE NEMOURS INC
0.07%
?
—CHICAGO MERCANTILE EXCHANGE INC.
-0.00%
?
—ESCROW PETROCORP
0.00%
Only in SPTM
N
NVDANVIDIA CORP
6.95%
M
MSFTMICROSOFT CORP
4.50%
G
GOOGLALPHABET INC-CL A
2.74%
A
AVGOBROADCOM INC
2.41%
G
GOOGALPHABET INC-CL C
2.20%
M
METAMETA PLATFORMS INC-CLASS A
2.05%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.44%
L
LLYELI LILLY & CO
1.20%
N
NFLXNETFLIX INC
0.66%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.62%
M
MUMICRON TECHNOLOGY INC
0.62%
P
PLTRPALANTIR TECHNOLOGIES INC-A
0.55%
A
AMDADVANCED MICRO DEVICES
0.54%
C
CATCATERPILLAR INC
0.54%
A
AMATAPPLIED MATERIALS INC
0.44%
L
LRCXLAM RESEARCH CORP
0.44%
R
RTXRTX CORP
0.42%
G
GEVGE VERNOVA INC
0.39%
K
KLACKLA CORP
0.32%
I
ISRGINTUITIVE SURGICAL INC
0.27%
A
APHAMPHENOL CORP-CL A
0.25%
U
UBERUBER TECHNOLOGIES INC
0.24%
H
HONHONEYWELL INTERNATIONAL INC
0.23%
B
BKNGBOOKING HOLDINGS INC
0.22%
W
WELLWELLTOWER INC
0.22%
Hold IUSV 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.