Fund comparison · from official SEC filings
MMTM vs SWTSX: how much do they overlap?
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF and Schwab Total Stock Market Index Fund
vs
MMTM and SWTSX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
MMTM
SWTSX
N
NVDANVIDIA CORP
12.19%
6.95%
A
AAPLAPPLE INC
5.82%
5.71%
M
MSFTMICROSOFT CORP
5.20%
4.34%
G
GOOGLALPHABET INC-CL A
4.54%
3.21%
A
AVGOBROADCOM INC
4.46%
2.84%
A
AMZNAMAZON.COM INC
1.50%
3.71%
G
GOOGALPHABET INC-CL C
3.42%
2.56%
M
METAMETA PLATFORMS INC-CLASS A
0.72%
1.92%
J
JPMJPMORGAN CHASE & CO
1.76%
1.21%
L
LLYELI LILLY & CO
1.74%
1.06%
T
TSLATESLA INC
1.46%
1.54%
J
JNJJOHNSON & JOHNSON
1.41%
0.79%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
0.94%
1.25%
E
EXMOCEXXON MOBIL CORP
1.22%
0.92%
M
MUMICRON TECHNOLOGY INC
1.22%
0.83%
P
PLTRPALANTIR TECHNOLOGIES INC-A
1.07%
0.46%
A
AMDADVANCED MICRO DEVICES
1.06%
0.83%
C
CATCATERPILLAR INC
1.00%
0.59%
L
LRCXLAM RESEARCH CORP
0.85%
0.46%
A
ABBVABBVIE INC
0.85%
0.54%
W
WMTWALMART INC
0.76%
0.83%
V
VVISA INC-CLASS A SHARES
0.54%
0.79%
G
GEGENERAL ELECTRIC
0.76%
0.44%
G
GEVGE VERNOVA INC
0.75%
0.42%
A
AMATAPPLIED MATERIALS INC
0.69%
0.45%
Only in MMTM
D
DDDUPONT DE NEMOURS INC
0.04%
F
FOXFOX CORP - CLASS B
0.02%
H
HO1HOLOGIC INC
0.02%
A
ALAIR LEASE CORP
0.02%
S
SDASEALED AIR CORP
0.01%
N
NY4BCLEARWAY ENERGY INC-A
0.00%
N
NWSNEWS CORP - CLASS B
0.00%
N
NABLN-ABLE INC
0.00%
U
UAUNDER ARMOUR INC-CLASS C
0.00%
Only in SWTSX
M
MRVLMARVELL TECHNOLOGY INC
0.21%
V
VRTVERTIV HOLDINGS CO-A
0.18%
B
BEBLOOM ENERGY CORP- A
0.11%
N
NETCLOUDFLARE INC - CLASS A
0.09%
L
LNGCHENIERE ENERGY INC
0.09%
F
FERGFERGUSON ENTERPRISES INC
0.08%
M
MSTRSTRATEGY INC
0.07%
S
SNOWSNOWFLAKE INC
0.07%
A
ALNYALNYLAM PHARMACEUTICALS INC
0.06%
R
RKLBROCKET LAB CORP
0.06%
R
RBLXROBLOX CORP -CLASS A
0.05%
I
INSMINSMED INC
0.04%
N
NTRANATERA INC
0.04%
R
RVMDREVOLUTION MEDICINES INC
0.04%
A
AMRZAMRIZE LTD
0.04%
C
CRDOCREDO TECHNOLOGY GROUP HOLDI
0.04%
C
CRWVCOREWEAVE INC-CL A
0.04%
C
CPNGCOUPANG INC
0.04%
L
LPLALPL FINANCIAL HOLDINGS INC
0.04%
H
HEIHEICO CORP
0.04%
Z
ZMZOOM COMMUNICATIONS INC
0.04%
A
ALABASTERA LABS INC
0.04%
F
FTAIFTAI AVIATION LTD
0.04%
V
VEEVVEEVA SYSTEMS INC-CLASS A
0.03%
M
MKLMARKEL GROUP INC
0.03%
Hold MMTM 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.