FNDX vs SPY overlap - what they share and where they differ

FNDX and SPY share 63.7% of their weight across 454 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.

FNDX and SPY

63.7%

454 shared positions

FNDX

Schwab Fundamental U.S. Large Company ETF

Reported positions cover 100% of the fund, 722 positions · May 31, 2026

Top 10: 23.8%·Holdings of FNDX

SPY

SPY

Reported positions cover 100% of the fund, 499 positions · Jun 30, 2026

Top 10: 37.9%·Holdings of SPY

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

SPY vs FNDX side by side

FNDXSchwab Fundamental U.S. Large Company ETF

722

stock positions reported to the SEC

9.0% of its weight is in 268 names SPY does not hold

SPY

499

stock positions reported to the SEC

3.5% of its weight is in 45 names FNDX does not hold

Where each fund's weight sits

FNDX
SPY
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
29.3%
48.8%
Healthcare
11.6%
9.3%
Financial Services
11.0%
9.7%
Consumer Cyclical
10.5%
9.8%
Energy
6.2%
0.0%
Industrials
0.0%
3.9%

The widest gap is Technology: SPY has 19.5 points more of it.

The figures side by side

FNDXSPY
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported722499
Weight of the ten largest23.8%37.9%
Largest positionAAPL 4.6%NVDA 7.5%
Held alone268 positions, 9.0%45 positions, 3.5%
Covered by stock positions100%100%

Holdings they share

StockIn FNDXIn SPYCounted
AAPLApple Inc4.63%6.59%4.63%
GOOGLAlphabet Inc4.27%5.84%4.27%
MSFTMicrosoft Corp2.32%4.30%2.32%
AMZNAmazon.com Inc1.85%3.62%1.85%
MUMicron Technology Inc1.59%2.02%1.59%
BRK.ABerkshire Hathaway Inc1.41%1.42%1.41%
JPMORGAN CHASE & CO1.38%1.36%1.36%
METAMeta Platforms Inc1.24%1.92%1.24%
INTCIntel Corp2.57%1.02%1.02%
JNJJohnson & Johnson0.97%0.95%0.95%

What each holds alone

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

Only in FNDX

LUMNLumen Technologies Inc0.22%
DINOHF Sinclair Corp0.13%
OVVOvintiv Inc0.13%
ARWArrow Electronics Inc0.11%
RSReliance Inc0.11%
SNXTD SYNNEX Corp0.11%
AVTAvnet Inc0.10%
FERGFerguson Enterprises Inc0.10%
LNGCheniere Energy Inc0.10%
PBFPBF Energy Inc0.10%

Only in SPY

SNDKSandisk Corp0.52%
PLTRPalantir Technologies Inc0.42%
CRWDCrowdstrike Holdings Inc0.30%
APPAppLovin Corp0.22%
DDOGDatadog Inc0.13%
COHRCoherent Corp0.12%
HOODRobinhood Markets Inc0.12%
DASHDoorDash Inc0.11%
FIXComfort Systems USA Inc0.11%
HONAHoneywell Aerospace Inc0.11%

Questions people ask

Is FNDX the same as SPY?

63.7% of their weight sits in the same 454 holdings. FNDX also reports LUMN, DINO, OVV, which the other does not. SPY also reports SNDK, PLTR, CRWD, which the other does not.

How is the overlap between FNDX and SPY 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 FNDX and 100% of SPY, so the number cannot exceed the smaller coverage.

Which holds more, SPY or FNDX?

FNDX reports 722 stock positions and SPY reports 499. 9.0% of FNDX's weight sits in names SPY does not hold, and 3.5% of SPY's weight in names FNDX does not hold. The ten largest positions are 23.8% of FNDX and 37.9% of SPY.

How do FNDX and SPY differ by sector?

The widest gap is Technology: SPY has 19.5 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

SPY 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.