Fund comparison · from official SEC filings
IYY vs SWTSX: how much do they overlap?
iShares Dow Jones U.S. ETF and Schwab Total Stock Market Index Fund
vs
IYY and SWTSX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
IYY
SWTSX
N
NVDANVIDIA CORP
7.25%
6.95%
A
AAPLAPPLE INC
5.95%
5.71%
M
MSFTMICROSOFT CORP
4.52%
4.34%
A
AMZNAMAZON.COM INC
3.87%
3.71%
G
GOOGLALPHABET INC-CL A
3.35%
3.21%
A
AVGOBROADCOM INC
2.96%
2.84%
G
GOOGALPHABET INC-CL C
2.67%
2.56%
M
METAMETA PLATFORMS INC-CLASS A
2.00%
1.92%
T
TSLATESLA INC
1.60%
1.54%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.30%
1.25%
J
JPMJPMORGAN CHASE & CO
1.26%
1.21%
L
LLYELI LILLY & CO
1.11%
1.06%
E
EXMOCEXXON MOBIL CORP
0.96%
0.92%
M
MUMICRON TECHNOLOGY INC
0.87%
0.83%
A
AMDADVANCED MICRO DEVICES
0.86%
0.83%
W
WMTWALMART INC
0.86%
0.83%
V
VVISA INC-CLASS A SHARES
0.83%
0.79%
J
JNJJOHNSON & JOHNSON
0.83%
0.79%
C
COSTCOSTCO WHOLESALE CORP
0.67%
0.65%
I
INTCINTEL CORP
0.66%
0.64%
C
CATCATERPILLAR INC
0.62%
0.59%
M
MAMASTERCARD INC - A
0.61%
0.59%
N
NFLXNETFLIX INC
0.59%
0.57%
A
ABBVABBVIE INC
0.56%
0.54%
C
CVXCHEVRON CORP
0.54%
0.52%
Only in IYY
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.64%
?
—HONEYWELL INTERNATIONAL INCORPORATION
0.20%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.12%
A
AUANGLOGOLD ASHANTI PLC
0.06%
S
SUNBSUNBELT RENTALS HOLDINGS INC
0.05%
?
—CARNIVAL CORPORATION
0.05%
D
DDDUPONT DE NEMOURS INC
0.03%
H
HEI.AHEICO CORP-CLASS A
0.02%
V
VIKVIKING HOLDINGS LTD
0.02%
?
—CHART INDUSTRIES, INC.
0.01%
F
FOXFOX CORP - CLASS B
0.01%
D
DOXAMDOCS LTD
0.01%
G
GFSGLOBALFOUNDRIES INC
0.01%
?
—S P500 EMINI FUT JUN26
0.01%
N
NWSNEWS CORP - CLASS B
0.01%
Z
ZGZILLOW GROUP INC - A
0.00%
F
FWONALIBERTY MEDIA CORP-FORMULA-A
0.00%
L
LLYVALIBERTY LIVE HOLDINGS-A
0.00%
B
BF.ABROWN-FORMAN CORP-CLASS A
0.00%
N
NY4BCLEARWAY ENERGY INC-A
0.00%
L
LEN.BLENNAR CORP - B SHS
0.00%
F
FIGFIGMA INC-CL A
0.00%
L
LBRDALIBERTY BROADBAND-A
0.00%
U
UHALU-HAUL HOLDING CO
0.00%
?
—HOLOGIC INC CVR
0.00%
Only in SWTSX
H
HONHONEYWELL INTERNATIONAL INC
0.19%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.12%
B
BEBLOOM ENERGY CORP- A
0.11%
C
CCLCARNIVAL CORP LTD
0.04%
R
RVMDREVOLUTION MEDICINES INC
0.04%
D
DD 5.419 11.15.48DUPONT DE NEMOURS INC
0.03%
C
CDECOEUR MINING INC
0.03%
E
ECHOECHOSTAR CORP-A
0.02%
T
TTMITTM TECHNOLOGIES
0.02%
S
STRLSTERLING INFRASTRUCTURE INC
0.02%
A
AEISADVANCED ENERGY INDUSTRIES
0.02%
M
MODMODINE MANUFACTURING CO
0.02%
S
SITMSITIME CORP
0.02%
D
DYDYCOM INDUSTRIES INC
0.02%
V
VIAVVIAVI SOLUTIONS INC
0.02%
S
SANMSANMINA CORP
0.02%
B
BBIOBRIDGEBIO PHARMA INC
0.02%
H
HLHECLA MINING CO
0.02%
K
KTOSKRATOS DEFENSE & SECURITY
0.02%
S
SPXCSPX TECHNOLOGIES INC
0.02%
A
AAOIAPPLIED OPTOELECTRONICS INC
0.02%
F
FORMFORMFACTOR INC
0.02%
A
ARWRARROWHEAD PHARMACEUTICALS IN
0.01%
P
PLPLANET LABS PBC
0.01%
R
RRYDER SYSTEM INC
0.01%
Hold IYY and SWTSX 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.