ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (SPYM) and May 31, 2026 (VWELX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > SPYM vs VWELX Holdings as of March 31, 2026 (SPYM) and May 31, 2026 (VWELX)

SPYM vs VWELX: Portfolio Overlap

State Street(R) SPDR(R) Portfolio S&P 500(R) ETF vs Vanguard Wellington Fund

46.6%
Weighted portfolio overlap
Moderate Overlap

Moderate Overlap. A recognisable amount of shared weight, common among funds drawing on the same large-cap pool. Much of it typically sits in the top conviction holdings.

SPYM
503 equity holdings
as of March 31, 2026
VWELX
82 equity holdings
as of May 31, 2026
66 stocks held in common
Overlap View Venn Diagram
46.6% OVERLAP SPYM VWELX
Overlapping Holdings
10 Top 10 of 66 shared, by overlap contribution
# Stock SPYM VWELX Overlap%
1
NVDA
 7.58% 7.89% 7.58%
2
AAPL
 6.67% 6.29% 6.29%
3
MSFT
 4.92% 5.77% 4.92%
4
AMZN
 3.64% 5.30% 3.64%
5
GOOGL
 3.00% 7.36% 3.00%
6
AVGO
 2.63% 4.16% 2.63%
7
META
 2.24% 2.59% 2.24%
8
LLY
 1.30% 1.88% 1.30%
9
TSLA
 1.87% 1.24% 1.24%
10
MA
 0.73% 1.52% 0.73%
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
StockWeight
GOOG2.40%
BRK.B1.57%
JNJ1.05%
WMT0.97%
V0.91%
Only in VWELX — VANGUARD WELLINGTON FUND
StockWeight
UBS Group AG1.39%
ETN1.20%
British American Tobacco PLC1.14%
SNOW0.89%
TSM0.83%

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

SPYM (State Street(R) SPDR(R) Portfolio S&P 500(R) ETF) and VWELX (Vanguard Wellington Fund) share 46.6% portfolio overlap as of SPYM's March 31, 2026 filing and VWELX's May 31, 2026 filing, across 66 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 VWELX invest in the same stocks?

Somewhat. The two funds share a meaningful set of stocks, though each also holds distinct positions the other does not.

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

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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