ETF and Mutual Fund Analysis

Holdings as of March 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > CSPAX vs SPYM Holdings as of March 31, 2026

CSPAX vs SPYM: Portfolio Overlap

SMALLCAP World Fund Inc vs State Street(R) SPDR(R) Portfolio S&P 500(R) ETF

0.6%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

CSPAX
815 equity holdings
as of March 31, 2026
SPYM
503 equity holdings
as of March 31, 2026
17 stocks held in common
Overlap View Venn Diagram
0.6% OVERLAP CSPAX SPYM
Overlapping Holdings
10 Top 10 of 17 shared, by overlap contribution
# Stock CSPAX SPYM Overlap%
1
LITE
 1.32% 0.09% 0.09%
2
FIX
 1.52% 0.09% 0.09%
3
FITB
 0.14% 0.07% 0.07%
4
DXCM
 0.11% 0.04% 0.04%
5
DRI
 0.08% 0.04% 0.04%
6
LEN
 0.12% 0.03% 0.03%
7
PODD
 0.04% 0.03% 0.03%
8
MAS
 0.13% 0.02% 0.02%
9
GNRC
 0.05% 0.02% 0.02%
10
BLDR
 0.11% 0.02% 0.02%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in CSPAX — SMALLCAP World Fund Inc
StockWeight
DIPLOMA PLC1.06%
TopBuild Corp0.91%
Kokusai Electric Corp0.81%
ATI0.80%
MKSI0.75%
Only in SPYM — State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
StockWeight
NVDA7.58%
AAPL6.67%
MSFT4.92%
AMZN3.64%
GOOGL3.00%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between CSPAX and SPYM?

CSPAX (SMALLCAP World Fund Inc) and SPYM (State Street(R) SPDR(R) Portfolio S&P 500(R) ETF) share 0.6% portfolio overlap as of their March 31, 2026 filings, across 17 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do CSPAX and SPYM invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both CSPAX and SPYM?

The most prominent shared holdings (by combined weight) are: LITE, FIX, FITB. See the full common-holdings table on this page for weights in each fund.

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