Fund comparison · from official SEC filings
SWPPX vs XYLD: how much do they overlap?
Schwab S&P 500 Index Fund and Global X S&P 500 Covered Call ETF
vs
SWPPX and XYLD are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
SWPPX
XYLD
N
NVDANVIDIA CORP
7.85%
8.00%
A
AAPLAPPLE INC
6.45%
6.57%
M
MSFTMICROSOFT CORP
4.90%
5.00%
A
AMZNAMAZON.COM INC
4.19%
4.27%
G
GOOGLALPHABET INC-CL A
3.63%
3.70%
A
AVGOBROADCOM INC
3.20%
3.27%
G
GOOGALPHABET INC-CL C
2.89%
2.95%
M
METAMETA PLATFORMS INC-CLASS A
2.17%
2.21%
T
TSLATESLA INC
1.74%
1.77%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.41%
1.43%
J
JPMJPMORGAN CHASE & CO
1.37%
1.39%
L
LLYELI LILLY & CO
1.20%
1.22%
E
EXMOCEXXON MOBIL CORP
1.04%
1.06%
M
MUMICRON TECHNOLOGY INC
0.94%
0.96%
W
WMTWALMART INC
0.94%
0.95%
A
AMDADVANCED MICRO DEVICES
0.94%
0.95%
V
VVISA INC-CLASS A SHARES
0.90%
0.91%
J
JNJJOHNSON & JOHNSON
0.90%
0.91%
C
COSTCOSTCO WHOLESALE CORP
0.73%
0.74%
I
INTCINTEL CORP
0.72%
0.73%
C
CATCATERPILLAR INC
0.67%
0.68%
M
MAMASTERCARD INC - A
0.66%
0.68%
N
NFLXNETFLIX INC
0.64%
0.65%
A
ABBVABBVIE INC
0.60%
0.62%
C
CVXCHEVRON CORP
0.59%
0.60%
Only in SWPPX
H
HONHONEYWELL INTERNATIONAL INC
0.22%
C
CCL 6 05.01.29 144ACARNIVAL CORP
0.05%
D
DDDUPONT DE NEMOURS INC
0.03%
?
—Chicago Mercantile Exchange
0.03%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.01%
Only in XYLD
?
—HONEYWELL INTERNATIONAL INCORPORATION
0.22%
G
GXLCGLOBAL X US 500 ETF
0.11%
?
—CARNIVAL CORPORATION
0.05%
?
—DUPONT DE NEMOURS, INC.
0.03%
F
FOXFOX CORP - CLASS B
0.01%
N
NWSNEWS CORP - CLASS B
0.01%
?
—N/A
-1.92%
Hold SWPPX and XYLD together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
SWPPX vs PBPInvesco S&P 500 BuyWrite ETF
100% overlap
XYLD vs PBPInvesco S&P 500 BuyWrite ETF
99% overlap
SWPPX vs FLCPXFidelity SAI U.S. Large Cap Index Fund
99% overlap
XYLD vs FLCPXFidelity SAI U.S. Large Cap Index Fund
99% overlap
XYLD vs FXAIXFidelity 500 Index Fund
96% overlap
XYLD vs SPYState Street(R) SPDR(R) S&P 500(R) ETF Trust
96% 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.