RPG vs SPHB overlap - what they share and where they differ

RPG and SPHB share 37.7% of their weight across 34 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.

RPG and SPHB

37.7%

34 shared positions

RPG

Invesco S&P 500 Pure Growth ETF

Reported positions cover 100% of the fund, 64 positions · Apr 30, 2026

Top 10: 28.7%·Holdings of RPG

SPHB

Invesco S&P 500 High Beta ETF

Reported positions cover 102% of the fund, 100 positions · May 31, 2026

Top 10: 17.4%·Holdings of SPHB

Reported positions cover RPG 100%, SPHB 102% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SPHB vs RPG side by side

RPGInvesco S&P 500 Pure Growth ETF

64

stock positions reported to the SEC

38.0% of its weight is in 30 names SPHB does not hold

SPHBInvesco S&P 500 High Beta ETF

100

stock positions reported to the SEC

62.7% of its weight is in 66 names RPG does not hold

Where each fund's weight sits

RPG
SPHB
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
50.6%
52.4%
Industrials
15.1%
11.0%
Financial Services
0.0%
13.5%
Consumer Cyclical
9.6%
8.0%
Healthcare
6.0%
7.2%
Basic Materials
6.2%
0.0%

The widest gap is Financial Services: SPHB has 13.5 points more of it.

The figures side by side

RPGSPHB
Filing dateApr 30, 2026May 31, 2026
Stock positions reported64100
Weight of the ten largest28.7%17.4%
Largest positionSNDK 6.0%SNDK 2.2%
Held alone30 positions, 38.0%66 positions, 62.7%
Covered by stock positions100%102%

Holdings they share

StockIn RPGIn SPHBCounted
SNDKSandisk Corp.5.97%2.20%2.20%
MUMicron Technology, Inc.2.24%1.92%1.92%
COHRCoherent Corp.1.52%1.53%1.52%
AMDAdvanced Micro Devices, Inc.1.93%1.50%1.50%
LRCXLam Research Corp.1.69%1.45%1.45%
CIENCiena Corp.2.98%1.32%1.32%
APPAppLovin Corp.1.30%1.71%1.30%
LITELumentum Holdings Inc.1.56%1.27%1.27%
ANETArista Networks, Inc.1.96%1.26%1.26%
CCLCarnival Corp.1.42%1.24%1.24%

What each holds alone

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

Only in RPG

BRK.ABerkshire Hathaway Inc.2.17%
HWMHowmet Aerospace Inc.2.11%
PWRQuanta Services, Inc.2.08%
ECHOEchoStar Corp.2.03%
GOOGLAlphabet Inc.1.92%
TKOTKO Group Holdings, Inc.1.56%
CRWDCrowdStrike Holdings, Inc.1.53%
NEMNewmont Corp.1.53%
WYNNWynn Resorts, Ltd.1.53%
LLYEli Lilly and Co.1.52%

Only in SPHB

SMCISuper Micro Computer, Inc.1.96%
COINCoinbase Global, Inc.1.62%
DELLDell Technologies Inc.1.57%
UALUnited Airlines Holdings, Inc.1.38%
TERTeradyne, Inc.1.35%
WDCWestern Digital Corp.1.33%
HPEHewlett Packard Enterprise Co.1.24%
NCLHNorwegian Cruise Line Holdings Ltd.1.24%
ONON Semiconductor Corp.1.20%
STXSeagate Technology Holdings PLC1.20%

Questions people ask

Is RPG the same as SPHB?

37.7% of their weight sits in the same 34 holdings. RPG also reports BRK.A, HWM, PWR, which the other does not. SPHB also reports SMCI, COIN, DELL, which the other does not.

How is the overlap between RPG and SPHB 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 RPG and 102% of SPHB, so the number cannot exceed the smaller coverage.

Which holds more, SPHB or RPG?

RPG reports 64 stock positions and SPHB reports 100. 38.0% of RPG's weight sits in names SPHB does not hold, and 62.7% of SPHB's weight in names RPG does not hold. The ten largest positions are 28.7% of RPG and 17.4% of SPHB.

How do RPG and SPHB differ by sector?

The widest gap is Financial Services: SPHB has 13.5 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.

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.