Fund comparison · from official SEC filings
SPUU vs SWPPX: how much do they overlap?
Direxion Daily S&P 500 Bull 2X Shares and Schwab S&P 500 Index Fund
vs
SPUU and SWPPX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
SPUU
SWPPX
N
NVDANVIDIA CORP
6.87%
7.85%
A
AAPLAPPLE INC
5.64%
6.45%
M
MSFTMICROSOFT CORP
4.29%
4.90%
A
AMZNAMAZON.COM INC
3.67%
4.19%
G
GOOGLALPHABET INC-CL A
3.17%
3.63%
A
AVGOBROADCOM INC
2.80%
3.20%
G
GOOGALPHABET INC-CL C
2.53%
2.89%
M
METAMETA PLATFORMS INC-CLASS A
1.89%
2.17%
T
TSLATESLA INC
1.52%
1.74%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.23%
1.41%
J
JPMJPMORGAN CHASE & CO
1.20%
1.37%
L
LLYELI LILLY & CO
1.05%
1.20%
E
EXMOCEXXON MOBIL CORP
0.91%
1.04%
M
MUMICRON TECHNOLOGY INC
0.82%
0.94%
W
WMTWALMART INC
0.82%
0.94%
A
AMDADVANCED MICRO DEVICES
0.82%
0.94%
V
VVISA INC-CLASS A SHARES
0.78%
0.90%
J
JNJJOHNSON & JOHNSON
0.78%
0.90%
C
COSTCOSTCO WHOLESALE CORP
0.64%
0.73%
I
INTCINTEL CORP
0.63%
0.72%
C
CATCATERPILLAR INC
0.59%
0.67%
M
MAMASTERCARD INC - A
0.58%
0.66%
N
NFLXNETFLIX INC
0.56%
0.64%
A
ABBVABBVIE INC
0.53%
0.60%
C
CVXCHEVRON CORP
0.51%
0.59%
Only in SPUU
?
—DREYFUS GOVERNMENT CASH MANAGE
7.42%
?
—N/A
4.98%
?
—GOLDMAN FINANCIAL
0.20%
?
—CARNIVAL CORPORATION
0.04%
F
FOXFOX CORP - CLASS B
0.01%
N
NWSNEWS CORP - CLASS B
0.01%
?
—DREYFUS
0.01%
?
—HOLOGIC INC- CVR
0.00%
Only in SWPPX
C
CCL 6 05.01.29 144ACARNIVAL CORP
0.05%
?
—Chicago Mercantile Exchange
0.03%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.01%
Hold SPUU and SWPPX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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95% 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.