Fund comparison · from official SEC filings
IVOG vs SPMD: how much do they overlap?
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND and State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
vs
IVOG and SPMD are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
IVOG
SPMD
F
FLEXFLEX LTD
3.03%
0.74%
T
TWLOTWILIO INC - A
1.58%
0.58%
F
FTITECHNIPFMC PLC
1.51%
0.85%
C
CWCURTISS-WRIGHT CORP
1.51%
0.77%
N
NVTNVENT ELECTRIC PLC
1.47%
0.58%
S
STRLSTERLING INFRASTRUCTURE INC
1.45%
0.38%
X
XPOXPO INC
1.37%
0.70%
P
PEVERPURE INC-A
1.36%
0.57%
U
UTHRUNITED THERAPEUTICS CORP
1.31%
0.78%
A
ATIATI INC
1.30%
0.60%
M
MTSIMACOM TECHNOLOGY SOLUTIONS H
1.29%
0.44%
F
FNFABRINET
1.28%
0.57%
M
MTZMASTEC INC
1.27%
0.60%
O
OKTAOKTA INC
1.14%
0.41%
W
WWDWOODWARD INC
1.14%
0.65%
R
RBARB GLOBAL INC
1.08%
0.54%
C
CRSCARPENTER TECHNOLOGY
1.02%
0.60%
R
RGLDROYAL GOLD INC
0.99%
0.63%
R
RBCRBC BEARINGS INC
0.99%
0.53%
T
TTMITTM TECHNOLOGIES
0.98%
0.31%
B
BWXTBWX TECHNOLOGIES INC
0.98%
0.57%
T
TLNTALEN ENERGY CORP
0.97%
0.45%
I
ITTITT INC
0.92%
0.50%
N
NBIXNEUROCRINE BIOSCIENCES INC
0.87%
0.40%
A
APGAPI GROUP CORP
0.86%
0.48%
Only in IVOG
D
DOCNDIGITALOCEAN HOLDINGS INC
0.68%
?
—Vanguard Cmt Funds-Vanguard Market Liquidity Fund
0.48%
?
—N/A
0.01%
Only in SPMD
G
GVMXXSTATE ST INST US GOV MM-PREM
2.38%
C
CASYCASEY'S GENERAL STORES INC
0.82%
U
USFDUS FOODS HOLDING CORP
0.62%
A
AAALCOA CORP
0.53%
O
OVVOVINTIV INC
0.50%
R
RSRELIANCE INC
0.49%
P
PRPERMIAN RESOURCES CORP-CL A
0.48%
N
NLYANNALY CAPITAL MANAGEMENT IN
0.46%
J
JLLJONES LANG LASALLE INC
0.44%
P
PFGCPERFORMANCE FOOD GROUP CO
0.41%
R
RGAREINSURANCE GROUP OF AMERICA
0.41%
W
WCCWESCO INTERNATIONAL INC
0.41%
P
PNFPPINNACLE FINANCIAL PARTNERS
0.40%
T
TOLTOLL BROTHERS INC
0.40%
B
BJBJ'S WHOLESALE CLUB HOLDINGS
0.39%
W
WSOWATSCO INC
0.39%
S
SNXTD SYNNEX CORP
0.39%
A
ARANTERO RESOURCES CORP
0.38%
R
RRXREGAL REXNORD CORP
0.38%
F
FNFFIDELITY NATIONAL FINANCIAL
0.36%
W
WTRGESSENTIAL UTILITIES INC
0.35%
C
CCKCROWN HOLDINGS INC
0.34%
B
BWABORGWARNER INC
0.34%
W
WBSWEBSTER FINANCIAL CORP
0.34%
U
UNMUNUM GROUP
0.34%
Hold IVOG and SPMD together? See your combined true holdings, overlap, and blended fees — free, no signup.
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91% overlap
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90% overlap
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80% overlap
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66% 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.