FBCG vs SPYG overlap - what they share and where they differ

FBCG and SPYG share 60.3% of their weight across 61 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

FBCG and SPYG

60.3%

61 shared positions

FBCG

Fidelity Blue Chip Growth ETF

Reported positions cover 100% of the fund, 196 positions · Apr 30, 2026

Top 10: 61.0%·Holdings of FBCG

SPYG

State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF

Reported positions cover 100% of the fund, 145 positions · Jun 30, 2026

Top 10: 59.1%·Holdings of SPYG

Reported positions cover FBCG 100%, SPYG 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SPYG vs FBCG side by side

FBCGFidelity Blue Chip Growth ETF

196

stock positions reported to the SEC

21.5% of its weight is in 135 names SPYG does not hold

SPYGState Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF

145

stock positions reported to the SEC

20.5% of its weight is in 84 names FBCG does not hold

Where each fund's weight sits

FBCG
SPYG
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
64.2%
69.5%
Consumer Cyclical
16.0%
7.7%
Financial Services
0.0%
6.9%
Healthcare
5.0%
6.4%
Industrials
2.7%
2.8%
Communication Services
2.4%
0.0%

The widest gap is Consumer Cyclical: FBCG has 8.3 points more of it.

The figures side by side

FBCGSPYG
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported196145
Weight of the ten largest61.0%59.1%
Largest positionNVDA 14.6%NVDA 13.7%
Held alone135 positions, 21.5%84 positions, 20.5%
Covered by stock positions100%100%

Holdings they share

StockIn FBCGIn SPYGCounted
NVDANVIDIA CORP14.58%13.65%13.65%
GOOGLALPHABET INC9.08%10.60%9.08%
AAPLAPPLE INC9.61%5.99%5.99%
MSFTMICROSOFT CORP5.19%7.80%5.19%
AVGOBROADCOM INC3.73%5.04%3.73%
AMZNAMAZON.COM INC8.40%3.48%3.48%
METAMETA PLATFORMS INC3.89%3.48%3.48%
LLYELI LILLY and CO2.25%2.67%2.25%
TSLATESLA INC1.45%2.07%1.45%
NFLXNETFLIX INC2.22%0.85%0.85%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in FBCG

WDCWESTERN DIGITAL CORP1.19%
TAIWAN SEMICONDUCTOR MFG CO LTD1.12%
CLSCELESTICA INC0.88%
SANDISK CORP/DE0.81%
SNSHARKNINJA INC0.67%
SBUXSTARBUCKS CORP0.61%
ALABASTERA LABS INC0.54%
FTAIFTAI AVIATION LTD0.49%
LOWES COS INC0.48%
TGTTARGET CORP0.42%

Only in SPYG

BRK.ABerkshire Hathaway Inc2.58%
JPMORGAN CHASE & CO1.68%
AMATApplied Materials Inc1.62%
JNJJohnson & Johnson1.02%
SNDKSandisk Corp0.95%
RTXRTX Corp0.72%
CSCOCisco Systems Inc0.69%
GENERAL ELECTRIC CO0.57%
PANWPalo Alto Networks Inc0.44%
PMPhilip Morris International Inc0.44%

Questions people ask

Is FBCG the same as SPYG?

60.3% of their weight sits in the same 61 holdings. FBCG also reports WDC, TAIWAN SEMICONDUCTOR MFG CO LTD, CLS, which the other does not. SPYG also reports BRK.A, JPMORGAN CHASE & CO, AMAT, which the other does not.

How is the overlap between FBCG and SPYG measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of FBCG and 100% of SPYG, so the number cannot exceed the smaller coverage.

Which holds more, SPYG or FBCG?

FBCG reports 196 stock positions and SPYG reports 145. 21.5% of FBCG's weight sits in names SPYG does not hold, and 20.5% of SPYG's weight in names FBCG does not hold. The ten largest positions are 61.0% of FBCG and 59.1% of SPYG.

How do FBCG and SPYG differ by sector?

The widest gap is Consumer Cyclical: FBCG has 8.3 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

SPYG against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.