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

IWY and SPYG share 74.9% of their weight across 63 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.

IWY and SPYG

74.9%

63 shared positions

IWY

iShares Russell Top 200 Growth ETF

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

Top 10: 62.8%·Holdings of IWY

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 IWY 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 IWY side by side

IWYiShares Russell Top 200 Growth ETF

100

stock positions reported to the SEC

8.9% of its weight is in 37 names SPYG does not hold

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

145

stock positions reported to the SEC

16.9% of its weight is in 82 names IWY does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
76.5%
69.5%
Consumer Cyclical
8.4%
7.7%
Financial Services
4.3%
6.9%
Healthcare
4.8%
6.4%
Industrials
1.8%
2.8%

The widest gap is Technology: IWY has 7.1 points more of it.

The figures side by side

IWYSPYG
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported100145
Weight of the ten largest62.8%59.1%
Largest positionNVDA 14.2%NVDA 13.7%
Held alone37 positions, 8.9%82 positions, 16.9%
Covered by stock positions100%100%

Holdings they share

StockIn IWYIn SPYGCounted
NVDANVIDIA CORP14.16%13.65%13.65%
GOOGLALPHABET INC11.51%10.60%10.60%
AAPLAPPLE INC7.14%5.99%5.99%
AVGOBROADCOM INC5.64%5.04%5.04%
MSFTMICROSOFT CORP4.56%7.80%4.56%
MUMICRON TECHNOLOGY INC4.87%3.67%3.67%
METAMETA PLATFORMS INC3.68%3.48%3.48%
AMDADVANCED MICRO DEVICES INC3.25%2.67%2.67%
LLYELI LILLY & COMPANY3.35%2.67%2.67%
TSLATESLA INC4.59%2.07%2.07%

What each holds alone

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

Only in IWY

GEGE AEROSPACE1.33%
TXNTEXAS INSTRUMENTS INC0.93%
HDHOME DEPOT INC (THE)0.90%
WDCWESTERN DIGITAL CORP0.74%
COSTCOSTCO WHOLESALE CORP0.63%
LMTLOCKHEED MARTIN CORP0.36%
MCKMCKESSON CORP0.30%
BEBLOOM ENERGY CORP0.28%
SPCXSPACE EXPLORATION TECHNOLOGIES CORP0.28%
TJXTJX COMPANIES INC (THE)0.26%

Only in SPYG

BRK.ABerkshire Hathaway Inc2.58%
JPMORGAN CHASE & CO1.68%
JNJJohnson & Johnson1.02%
RTXRTX Corp0.72%
CSCOCisco Systems Inc0.69%
GENERAL ELECTRIC CO0.57%
GSGoldman Sachs Group Inc/The0.55%
WELLWelltower Inc0.45%
PMPhilip Morris International Inc0.44%
MSMorgan Stanley0.43%

Questions people ask

Is IWY the same as SPYG?

74.9% of their weight sits in the same 63 holdings. IWY also reports GE, TXN, HD, which the other does not. SPYG also reports BRK.A, JPMORGAN CHASE & CO, JNJ, which the other does not.

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

Which holds more, SPYG or IWY?

IWY reports 100 stock positions and SPYG reports 145. 8.9% of IWY's weight sits in names SPYG does not hold, and 16.9% of SPYG's weight in names IWY does not hold. The ten largest positions are 62.8% of IWY and 59.1% of SPYG.

How do IWY and SPYG differ by sector?

The widest gap is Technology: IWY has 7.1 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

IWY against other funds in the table

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.