Fund Holdings Overlap

Tutorial
  • SPY Fund 1
  • VOO Fund 2

SPY vs VOO Holdings Overlap

Overlap by weight
96.8% Very high
Holdings in common
500
99% of SPY · 98% of VOO
Sector overlap
98.2%
Country overlap
100.0%

Overlap by Weight

Each circle is a fund's portfolio; the overlap is the 96.8% of a portfolio that SPY and VOO invest in the same securities. The rest is exposure you only get from one of the two funds: 4 holdings only in SPY and 8 only in VOO.

The biggest shared positions are NVDA (8.2% vs 8.1%), AAPL (7.5% vs 7.0%) and MSFT (5.7% vs 5.7%).

Holdings Lists

Holdings in common

No.SymbolNameSPYVOOOverlapDiff
1NVDANVIDIA Corporation8.16%8.08%8.08%+0.08%
2AAPLApple Inc.7.46%7.03%7.03%+0.43%
3MSFTMicrosoft Corporation5.74%5.70%5.70%+0.04%
4AMZNAmazon.com, Inc.3.67%3.84%3.67%-0.17%
5GOOGLAlphabet Inc.3.02%3.01%3.01%+0.01%
6AVGOBroadcom Inc.2.52%2.65%2.52%-0.13%
7GOOGAlphabet Inc.2.43%2.40%2.40%+0.03%
8METAMeta Platforms, Inc.2.48%1.90%1.90%+0.58%
9MUMicron Technology, Inc.1.83%1.63%1.63%+0.20%
10TSLATesla, Inc.1.57%1.57%1.57%0.00%
11BRK.BBerkshire Hathaway Inc.1.41%1.40%1.40%+0.01%
12LLYEli Lilly and Company1.42%1.38%1.38%+0.04%
13JPMJPMorgan Chase & Co.1.37%1.44%1.37%-0.07%
14AMDAdvanced Micro Devices, Inc.1.54%1.16%1.16%+0.38%
15XOMExxonMobil Holdings Corporation0.99%1.01%0.99%-0.02%
16JNJJohnson & Johnson0.98%0.97%0.97%+0.01%
17VVisa Inc.0.94%0.93%0.93%+0.01%
18MAMastercard Incorporated0.69%0.72%0.69%-0.03%
19WMTWalmart Inc.0.72%0.69%0.69%+0.03%
20ABBVAbbVie Inc.0.70%0.68%0.68%+0.02%
Showing the top 20 of 500 holdings.

Combined Portfolio

Combined portfolio with 50% SPY and 50% VOO. Tweak the percentages below.

  • SPY Fund 1
  • VOO Fund 2
Expense ratio
0.06%
SPY 0.09% · VOO 0.03%
Distinct holdings
512
Across all 2 funds
Top 10 positions
38.3%
of the combined portfolio
Duplicated exposure
99.9%
in securities held by 2+ funds
No.SymbolNameSPYVOOCombinedFunds
1NVDANVIDIA Corporation8.16%8.08%8.12%2 of 2
2AAPLApple Inc.7.46%7.03%7.25%2 of 2
3MSFTMicrosoft Corporation5.74%5.70%5.72%2 of 2
4AMZNAmazon.com, Inc.3.67%3.84%3.75%2 of 2
5GOOGLAlphabet Inc.3.02%3.01%3.02%2 of 2
6AVGOBroadcom Inc.2.52%2.65%2.58%2 of 2
7GOOGAlphabet Inc.2.43%2.40%2.42%2 of 2
8METAMeta Platforms, Inc.2.48%1.90%2.19%2 of 2
9MUMicron Technology, Inc.1.83%1.63%1.73%2 of 2
10TSLATesla, Inc.1.57%1.57%1.57%2 of 2
11BRK.BBerkshire Hathaway Inc.1.41%1.40%1.41%2 of 2
12JPMJPMorgan Chase & Co.1.37%1.44%1.41%2 of 2
13LLYEli Lilly and Company1.42%1.38%1.40%2 of 2
14AMDAdvanced Micro Devices, Inc.1.54%1.16%1.35%2 of 2
15XOMExxonMobil Holdings Corporation0.99%1.01%1.00%2 of 2
16JNJJohnson & Johnson0.98%0.97%0.97%2 of 2
17VVisa Inc.0.94%0.93%0.94%2 of 2
18INTCIntel Corporation0.92%0.67%0.80%2 of 2
19MAMastercard Incorporated0.69%0.72%0.70%2 of 2
20WMTWalmart Inc.0.72%0.69%0.70%2 of 2
Showing the top 20 of 512 holdings.

Sector Overlap 98.2% shared

SectorSPYVOODiffShared
Technology
40.1%
38.7%
+1.4%38.7%
Financials
11.4%
12.0%
-0.7%11.4%
Communication Services
9.9%
9.5%
+0.4%9.5%
Consumer Discretionary
8.7%
9.3%
-0.6%8.7%
Healthcare
9.3%
9.3%
0.0%9.3%
Industrials
7.7%
7.8%
-0.1%7.7%
Consumer Staples
4.4%
4.4%
-0.1%4.4%
Energy
3.4%
3.5%
-0.1%3.4%
Utilities
1.9%
2.0%
-0.1%1.9%
Real Estate
1.7%
1.8%
-0.1%1.7%
Materials
1.6%
1.7%
-0.1%1.6%

Fund Details

SymbolSPYVOO
NameState Street SPDR S&P 500 ETFVanguard S&P 500 ETF
TypeETFETF
CategoryLarge BlendLarge Blend
IssuerState StreetVanguard
IndexS&P 500S&P 500
Assets$817.16B$1.04T
Expense ratio0.09%0.03%
Dividend yield0.99%1.06%
Holdings504508
Holdings as ofSep 25, 2026Aug 31, 2026