Home > Compare > SPYM vs SWPPX Holdings as of March 31, 2026 (SPYM) and April 30, 2026 (SWPPX)

SPYM vs SWPPX: Portfolio Overlap

State Street(R) SPDR(R) Portfolio S&P 500(R) ETF vs Schwab S&P 500 Index Fund

94.9%

Weighted portfolio overlap

Very High Overlap

The two portfolios are structurally near-identical: most of the weight sits in the same stocks, so holding both concentrates rather than spreads capital. The tier describes what the data shows, not what to do about it.

SPYM

503 equity holdings
as of March 31, 2026

SWPPX

501 equity holdings
as of April 30, 2026

500 stocks held in common

Overlap View Venn Diagram

Overlapping Holdings

10 Top 10 of 500 shared, by overlap contribution

#	Stock	SPYM	SWPPX	Overlap%
1	NVDA	7.58%	7.85%	7.58%
2	AAPL	6.67%	6.45%	6.45%
3	MSFT	4.92%	4.90%	4.90%
4	AMZN	3.64%	4.19%	3.64%
5	GOOGL	3.00%	3.63%	3.00%
6	AVGO	2.63%	3.21%	2.63%
7	GOOG	2.40%	2.89%	2.40%
8	META	2.24%	2.17%	2.17%
9	TSLA	1.87%	1.74%	1.74%
10	BRK.B	1.57%	1.41%	1.41%

Most Divergent Holdings Stocks held by one fund but absent from the other

Only in SPYM — State Street(R) SPDR(R) Portfolio S&P 500(R) ETF

Stock	Weight
HOLX	0.03%
FOX	0.01%
NWS	0.01%

Only in SWPPX — Schwab S&P 500 Index Fund

Stock	Weight
CASY	0.05%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between SPYM and SWPPX?

SPYM (State Street(R) SPDR(R) Portfolio S&P 500(R) ETF) and SWPPX (Schwab S&P 500 Index Fund) share 94.9% portfolio overlap as of SPYM's March 31, 2026 filing and SWPPX's April 30, 2026 filing, across 500 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 SPYM and SWPPX invest in the same stocks?

Almost entirely. These funds hold nearly identical portfolios and offer little differentiation between them.

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

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

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