Fund comparison · from official SEC filings
IWV vs SPTM: how much do they overlap?
iShares Russell 3000 ETF and State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
vs
IWV and SPTM are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
IWV
SPTM
N
NVDANVIDIA CORP
6.42%
6.95%
A
AAPLAPPLE INC
5.75%
6.11%
M
MSFTMICROSOFT CORP
4.32%
4.50%
A
AMZNAMAZON.COM INC
3.14%
3.34%
G
GOOGLALPHABET INC-CL A
2.63%
2.74%
A
AVGOBROADCOM INC
2.25%
2.41%
G
GOOGALPHABET INC-CL C
2.14%
2.20%
M
METAMETA PLATFORMS INC-CLASS A
1.97%
2.05%
T
TSLATESLA INC
1.65%
1.71%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.39%
1.44%
J
JPMJPMORGAN CHASE & CO
1.26%
1.30%
L
LLYELI LILLY & CO
1.16%
1.20%
E
EXMOCEXXON MOBIL CORP
1.13%
1.16%
J
JNJJOHNSON & JOHNSON
0.93%
0.97%
W
WMTWALMART INC
0.85%
0.89%
V
VVISA INC-CLASS A SHARES
0.80%
0.84%
C
COSTCOSTCO WHOLESALE CORP
0.70%
0.72%
M
MAMASTERCARD INC - A
0.63%
0.67%
N
NFLXNETFLIX INC
0.64%
0.66%
C
CVXCHEVRON CORP
0.61%
0.64%
A
ABBVABBVIE INC
0.61%
0.63%
M
MUMICRON TECHNOLOGY INC
0.59%
0.62%
P
PLTRPALANTIR TECHNOLOGIES INC-A
0.50%
0.55%
P
PGPROCTER & GAMBLE CO/THE
0.53%
0.55%
A
AMDADVANCED MICRO DEVICES
0.52%
0.54%
Only in IWV
?
—BLACKROCK GLOBAL
1.19%
?
—HONEYWELL INTERNATIONAL INC
0.23%
?
—BLACKROCK CASH FUNDS
0.15%
M
MRVLMARVELL TECHNOLOGY INC
0.13%
S
SPOTSPOTIFY TECHNOLOGY SA
0.12%
N
NETCLOUDFLARE INC - CLASS A
0.10%
L
LNGCHENIERE ENERGY INC
0.09%
S
SNOWSNOWFLAKE INC
0.08%
A
AUANGLOGOLD ASHANTI PLC
0.08%
N
NUNU HOLDINGS LTD/CAYMAN ISL-A
0.08%
F
FERGFERGUSON ENTERPRISES INC
0.07%
A
ALNYALNYLAM PHARMACEUTICALS INC
0.07%
M
MSTRSTRATEGY INC
0.06%
R
RBLXROBLOX CORP -CLASS A
0.06%
I
INSMINSMED INC
0.05%
R
RKLBROCKET LAB CORP
0.05%
C
CCL 6 05.01.29 144ACARNIVAL CORP
0.05%
B
BEBLOOM ENERGY CORP- A
0.05%
N
NTRANATERA INC
0.04%
V
VEEVVEEVA SYSTEMS INC-CLASS A
0.04%
Q
QSRRESTAURANT BRANDS INTERN
0.04%
F
FTAIFTAI AVIATION LTD
0.04%
C
CPNGCOUPANG INC
0.04%
L
LPLALPL FINANCIAL HOLDINGS INC
0.04%
M
MKLMARKEL GROUP INC
0.04%
Only in SPTM
G
GVMXXSTATE ST INST US GOV MM-PREM
0.62%
H
HONHONEYWELL INTERNATIONAL INC
0.23%
S
STXSEAGATE TECHNOLOGY HOLDINGS
0.13%
T
TELTE CONNECTIVITY PLC
0.10%
N
NXPINXP SEMICONDUCTORS NV
0.08%
C
CCLCARNIVAL CORP LTD
0.04%
D
DDDUPONT DE NEMOURS INC
0.03%
A
ALVAUTOLIV INC
0.01%
E
ERIEERIE INDEMNITY COMPANY-CL A
0.01%
U
ULSUL SOLUTIONS INC - CLASS A
0.01%
C
CRBGCOREBRIDGE FINANCIAL INC
0.01%
F
FHIFEDERATED HERMES INC
0.01%
B
BRCBRADY CORPORATION - CL A
0.01%
W
WMGWARNER MUSIC GROUP CORP-CL A
0.01%
S
SEDGSOLAREDGE TECHNOLOGIES INC
0.00%
?
—CSG Systems International Inc
0.00%
C
CN2CATALYST PHARMACEUTICALS INC
0.00%
P
PSKYPARAMOUNT SKYDANCE CL B
0.00%
E
EZPWEZCORP INC-CL A
0.00%
?
—CONTRA SPECTRUM PHARMA
0.00%
?
—FERROGLOBE REP + WRNTY INS TRU
0.00%
?
—Chicago Mercantile Exchange
-0.00%
?
—ESC PIVOTAL SOFTWARE I
0.00%
Hold IWV and SPTM together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
IWV vs VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
97% overlap
IWV vs VTSAXVANGUARD TOTAL STOCK MARKET INDEX FUND
97% overlap
SPTM vs VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
95% overlap
SPTM vs VTSAXVANGUARD TOTAL STOCK MARKET INDEX FUND
94% overlap
SPTM vs VTHRVANGUARD RUSSELL 3000 INDEX FUND
94% overlap
IWV vs FZROXFidelity ZERO Total Market Index Fund
93% 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.