IWB vs SPTM overlap - what they share and where they differ

IWB and SPTM share 90.5% of their weight across 780 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.

IWB and SPTM

90.5%

780 shared positions

IWB

iShares Russell 1000 ETF

Reported positions cover 100% of the fund, 946 positions · Jun 30, 2026

Top 10: 34.8%·Holdings of IWB

SPTM

State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF

Reported positions cover 100% of the fund, 1,051 positions · Jun 30, 2026

Top 10: 34.9%·Holdings of SPTM

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

SPTM vs IWB side by side

IWBiShares Russell 1000 ETF

946

stock positions reported to the SEC

8.6% of its weight is in 166 names SPTM does not hold

SPTMState Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF

1,051

stock positions reported to the SEC

8.2% of its weight is in 271 names IWB does not hold

Where each fund's weight sits

IWB
SPTM
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
46.6%
46.5%
Consumer Cyclical
10.5%
9.9%
Financial Services
10.0%
9.9%
Healthcare
9.4%
9.4%
Industrials
4.5%
4.4%

No sector differs by more than a point between the two.

The figures side by side

IWBSPTM
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported9461,051
Weight of the ten largest34.8%34.9%
Largest positionNVDA 6.7%NVDA 6.9%
Held alone166 positions, 8.6%271 positions, 8.2%
Covered by stock positions100%100%

Holdings they share

StockIn IWBIn SPTMCounted
NVDANVIDIA CORPORATION6.72%6.92%6.72%
AAPLAPPLE INC.6.03%6.07%6.03%
GOOGLALPHABET INC.5.42%5.37%5.37%
MSFTMICROSOFT CORPORATION3.99%3.96%3.96%
AMZNAMAZON.COM, INC.3.33%3.33%3.33%
AVGOBROADCOM INC.2.53%2.56%2.53%
MUMICRON TECHNOLOGY, INC.1.87%1.86%1.86%
METAMETA PLATFORMS, INC.1.78%1.76%1.76%
TSLATESLA, INC.1.77%1.69%1.69%
AMDADVANCED MICRO DEVICES, INC.1.36%1.35%1.35%

What each holds alone

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

Only in IWB

JPMORGAN CHASE & CO.1.26%
EXXON MOBIL CORPORATION0.82%
GENERAL ELECTRIC COMPANY0.56%
LINDE PUBLIC LIMITED COMPANY0.34%
EATON CORPORATION PUBLIC LIMITED COMPANY0.24%
TJXTHE TJX COMPANIES, INC.0.24%
LOWLOWE'S COMPANIES, INC.0.18%
MEDTRONIC PUBLIC LIMITED COMPANY0.14%
USBU.S. BANCORP0.14%
JOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY0.13%

Only in SPTM

JPMORGAN CHASE & CO1.25%
EXXON MOBIL CORP0.81%
GENERAL ELECTRIC CO0.55%
LINLinde PLC0.34%
STXSeagate Technology Holdings PLC0.31%
EATON CORP PLC0.24%
TJX COS INC/THE0.24%
LOWE'S COS INC0.18%
MDTMedtronic PLC0.15%
JCIJohnson Controls International plc0.13%

Questions people ask

Is IWB the same as SPTM?

90.5% of their weight sits in the same 780 holdings. IWB also reports JPMORGAN CHASE & CO., EXXON MOBIL CORPORATION, GENERAL ELECTRIC COMPANY, which the other does not. SPTM also reports JPMORGAN CHASE & CO, EXXON MOBIL CORP, GENERAL ELECTRIC CO, which the other does not.

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

Which holds more, SPTM or IWB?

IWB reports 946 stock positions and SPTM reports 1,051. 8.6% of IWB's weight sits in names SPTM does not hold, and 8.2% of SPTM's weight in names IWB does not hold. The ten largest positions are 34.8% of IWB and 34.9% of SPTM.

How do IWB and SPTM differ by sector?

No sector differs by more than a point between the two. 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

IWB against other funds in the table

SPTM 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.