Fund comparison · from official SEC filings
SPY vs SWPPX: how much do they overlap?
State Street(R) SPDR(R) S&P 500(R) ETF Trust and Schwab S&P 500 Index Fund
vs
SPY and SWPPX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
SPY
SWPPX
N
NVDANVIDIA CORP
7.58%
7.85%
A
AAPLAPPLE INC
6.67%
6.45%
M
MSFTMICROSOFT CORP
4.92%
4.90%
A
AMZNAMAZON.COM INC
3.64%
4.19%
G
GOOGLALPHABET INC-CL A
2.99%
3.63%
A
AVGOBROADCOM INC
2.63%
3.20%
G
GOOGALPHABET INC-CL C
2.40%
2.89%
M
METAMETA PLATFORMS INC-CLASS A
2.24%
2.17%
T
TSLATESLA INC
1.87%
1.74%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.57%
1.41%
J
JPMJPMORGAN CHASE & CO
1.42%
1.37%
L
LLYELI LILLY & CO
1.30%
1.20%
E
EXMOCEXXON MOBIL CORP
1.27%
1.04%
J
JNJJOHNSON & JOHNSON
1.05%
0.90%
W
WMTWALMART INC
0.97%
0.94%
M
MUMICRON TECHNOLOGY INC
0.68%
0.94%
A
AMDADVANCED MICRO DEVICES
0.59%
0.94%
V
VVISA INC-CLASS A SHARES
0.91%
0.90%
C
COSTCOSTCO WHOLESALE CORP
0.79%
0.73%
M
MAMASTERCARD INC - A
0.73%
0.66%
N
NFLXNETFLIX INC
0.73%
0.64%
I
INTCINTEL CORP
0.37%
0.72%
C
CVXCHEVRON CORP
0.69%
0.59%
A
ABBVABBVIE INC
0.69%
0.60%
C
CATCATERPILLAR INC
0.59%
0.67%
Only in SPY
C
CCLCARNIVAL CORP LTD
0.05%
H
HO1HOLOGIC INC
0.03%
F
FOXFOX CORP - CLASS B
0.01%
N
NWSNEWS CORP - CLASS B
0.01%
Only in SWPPX
C
CCL 6 05.01.29 144ACARNIVAL CORP
0.05%
C
CASYCASEY'S GENERAL STORES INC
0.05%
?
—Chicago Mercantile Exchange
0.03%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.01%
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99% 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.