SPHQ vs XLI overlap - what they share and where they differ

SPHQ and XLI share 17.8% of their weight across 22 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.

SPHQ and XLI

17.8%

22 shared positions

SPHQ

Invesco S&P 500 Quality ETF

Reported positions cover 100% of the fund, 99 positions · Apr 30, 2026

Top 10: 40.7%·Holdings of SPHQ

XLI

State Street(R) Industrial Select Sector SPDR(R) ETF

Reported positions cover 100% of the fund, 81 positions · Jun 30, 2026

Top 10: 41.4%·Holdings of XLI

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

XLI vs SPHQ side by side

SPHQInvesco S&P 500 Quality ETF

99

stock positions reported to the SEC

82.0% of its weight is in 77 names XLI does not hold

XLIState Street(R) Industrial Select Sector SPDR(R) ETF

81

stock positions reported to the SEC

68.7% of its weight is in 59 names SPHQ does not hold

Where each fund's weight sits

SPHQ
XLI
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
39.9%
35.1%
Industrials
0.0%
35.9%
Consumer Defensive
14.5%
0.0%
Financial Services
13.2%
0.0%
Healthcare
10.7%
6.0%
Basic Materials
0.0%
5.7%

The widest gap is Industrials: XLI has 35.9 points more of it.

The figures side by side

SPHQXLI
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported9981
Weight of the ten largest40.7%41.4%
Largest positionCOST 4.8%CAT 8.5%
Held alone77 positions, 82.0%59 positions, 68.7%
Covered by stock positions100%100%

Holdings they share

StockIn SPHQIn XLICounted
CATCaterpillar Inc.3.78%8.51%3.78%
GEVGE Vernova Inc.3.15%5.48%3.15%
TTTrane Technologies PLC1.29%1.88%1.29%
MMM3M Co.1.17%1.47%1.17%
PHParker-Hannifin Corp.1.08%2.14%1.08%
JCIJohnson Controls International PLC1.05%1.55%1.05%
ITWIllinois Tool Works Inc.0.94%1.23%0.94%
UPSUnited Parcel Service, Inc.0.85%1.39%0.85%
CTASCintas Corp.0.62%1.00%0.62%
AMEAMETEK, Inc.0.53%0.96%0.53%

What each holds alone

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

Only in SPHQ

COSTCostco Wholesale Corp.4.81%
VVisa Inc.4.68%
AAPLApple Inc.4.50%
MAMastercard Inc.4.32%
GENERAL ELECTRIC CO.4.16%
LRCXLam Research Corp.4.09%
CSCOCisco Systems, Inc.3.54%
PGProcter & Gamble Co. (The)3.46%
KOCoca-Cola Co. (The)3.33%
KLACKLA Corp.3.27%

Only in XLI

GENERAL ELECTRIC CO6.77%
RTXRTX Corp4.43%
BABoeing Co/The2.96%
EATON CORP PLC2.87%
UNPUnion Pacific Corp2.80%
DEDeere & Co2.77%
UBERUber Technologies Inc2.55%
VRTVertiv Holdings Co2.23%
PWRQuanta Services Inc1.88%
HWMHowmet Aerospace Inc1.87%

Questions people ask

Is SPHQ the same as XLI?

17.8% of their weight sits in the same 22 holdings. SPHQ also reports COST, V, AAPL, which the other does not. XLI also reports GENERAL ELECTRIC CO, RTX, BA, which the other does not.

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

Which holds more, XLI or SPHQ?

SPHQ reports 99 stock positions and XLI reports 81. 82.0% of SPHQ's weight sits in names XLI does not hold, and 68.7% of XLI's weight in names SPHQ does not hold. The ten largest positions are 40.7% of SPHQ and 41.4% of XLI.

How do SPHQ and XLI differ by sector?

The widest gap is Industrials: XLI has 35.9 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.