OEF vs XLG overlap - what they share and where they differ

OEF and XLG share 75.8% of their weight across 47 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.

OEF and XLG

75.8%

47 shared positions

OEF

iShares S&P 100 ETF

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

Top 10: 52.8%·Holdings of OEF

XLG

Invesco S&P 500 Top 50 ETF

Reported positions cover 100% of the fund, 50 positions · Apr 30, 2026

Top 10: 65.6%·Holdings of XLG

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

XLG vs OEF side by side

OEFiShares S&P 100 ETF

100

stock positions reported to the SEC

23.6% of its weight is in 53 names XLG does not hold

XLGInvesco S&P 500 Top 50 ETF

50

stock positions reported to the SEC

4.8% of its weight is in 3 names OEF does not hold

Where each fund's weight sits

OEF
XLG
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
57.1%
59.2%
Consumer Cyclical
10.4%
12.0%
Financial Services
10.6%
7.3%
Healthcare
8.9%
7.0%
Consumer Defensive
4.4%
5.1%

The widest gap is Financial Services: OEF has 3.3 points more of it.

The figures side by side

OEFXLG
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported10050
Weight of the ten largest52.8%65.6%
Largest positionNVDA 10.5%NVDA 13.0%
Held alone53 positions, 23.6%3 positions, 4.8%
Covered by stock positions100%100%

Holdings they share

StockIn OEFIn XLGCounted
NVDANVIDIA CORP10.47%13.04%10.47%
AAPLAPPLE INC9.18%10.71%9.18%
GOOGLALPHABET INC8.14%10.83%8.14%
MSFTMICROSOFT CORP5.99%8.14%5.99%
AMZNAMAZON.COM INC5.04%6.96%5.04%
AVGOBROADCOM INC3.86%4.83%3.86%
METAMETA PLATFORMS INC2.67%3.60%2.67%
TSLATESLA INC2.56%2.89%2.56%
LLYELI LILLY & COMPANY2.05%1.99%1.99%
BRK.ABERKSHIRE HATHAWAY INC1.98%2.34%1.98%

What each holds alone

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

Only in OEF

MUMICRON TECHNOLOGY INC2.81%
JPMJP MORGAN CHASE & COMPANY1.89%
INTCINTEL CORP1.43%
AMATAPPLIED MATERIALS INC1.24%
XOMEXXONMOBIL HOLDINGS CORP1.22%
LRCXLAM RESEARCH CORP1.17%
GEGE AEROSPACE0.84%
GEVGE VERNOVA INC0.68%
RTXRTX CORP0.55%
MSMORGAN STANLEY0.54%

Only in XLG

JPMORGAN CHASE & CO.2.27%
EXXON MOBIL CORP.1.73%
GENERAL ELECTRIC CO.0.82%

Questions people ask

Is OEF the same as XLG?

75.8% of their weight sits in the same 47 holdings. OEF also reports MU, JPM, INTC, which the other does not. XLG also reports JPMORGAN CHASE & CO., EXXON MOBIL CORP., GENERAL ELECTRIC CO., which the other does not.

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

Which holds more, XLG or OEF?

OEF reports 100 stock positions and XLG reports 50. 23.6% of OEF's weight sits in names XLG does not hold, and 4.8% of XLG's weight in names OEF does not hold. The ten largest positions are 52.8% of OEF and 65.6% of XLG.

How do OEF and XLG differ by sector?

The widest gap is Financial Services: OEF has 3.3 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.

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.