ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (SWPPX) and August 12, 2026 (XLK)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > SWPPX vs XLK Holdings as of April 30, 2026 (SWPPX) and August 12, 2026 (XLK)

SWPPX vs XLK: Portfolio Overlap

Schwab S&P 500 Index Fund vs State Street(R) Technology Select Sector SPDR(R) ETF

34.1%
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.

SWPPX
501 equity holdings
as of April 30, 2026
XLK
75 equity holdings
as of August 12, 2026
67 stocks held in common
Overlap View Venn Diagram
34.1% OVERLAP SWPPX XLK
Overlapping Holdings
10 Top 10 of 67 shared, by overlap contribution
# Stock SWPPX XLK Overlap%
1
NVDA
 7.85% 14.39% 7.85%
2
AAPL
 6.45% 11.77% 6.45%
3
MSFT
 4.90% 9.70% 4.90%
4
AVGO
 3.21% 5.22% 3.21%
5
MU
 0.94% 3.75% 0.94%
6
AMD
 0.94% 3.98% 0.94%
7
INTC
 0.72% 3.23% 0.72%
8
CSCO
 0.59% 3.17% 0.59%
9
LRCX
 0.52% 2.64% 0.52%
10
PLTR
 0.51% 2.54% 0.51%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in SWPPX — Schwab S&P 500 Index Fund
StockWeight
AMZN4.19%
GOOGL3.63%
GOOG2.89%
META2.17%
TSLA1.74%
Only in XLK — State Street(R) Technology Select Sector SPDR(R) ETF
StockWeight
STX1.28%
MRVL1.23%
ACN0.72%
TEL0.40%
NXPI0.38%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between SWPPX and XLK?

SWPPX (Schwab S&P 500 Index Fund) and XLK (State Street(R) Technology Select Sector SPDR(R) ETF) share 34.1% portfolio overlap as of SWPPX's April 30, 2026 filing and XLK's August 12, 2026 filing, across 67 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 SWPPX and XLK 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 SWPPX and XLK?

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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