SPLV vs XLU overlap - what they share and where they differ

SPLV and XLU share 24.7% 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.

SPLV and XLU

24.7%

22 shared positions

SPLV

Invesco S&P 500 Low Volatility ETF

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

Top 10: 12.5%·Holdings of SPLV

XLU

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

Reported positions cover 100% of the fund, 31 positions · Jun 30, 2026

Top 10: 57.5%·Holdings of XLU

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

XLU vs SPLV side by side

SPLVInvesco S&P 500 Low Volatility ETF

100

stock positions reported to the SEC

74.7% of its weight is in 78 names XLU does not hold

XLUState Street(R) Utilities Select Sector SPDR(R) ETF

31

stock positions reported to the SEC

33.3% of its weight is in 9 names SPLV does not hold

Where each fund's weight sits

SPLV
XLU
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Utilities
26.9%
88.9%
Financial Services
17.2%
0.0%
Real Estate
15.9%
0.0%
Consumer Defensive
8.5%
0.0%
Healthcare
7.6%
0.0%
Energy
0.0%
2.0%

The widest gap is Utilities: XLU has 62.0 points more of it.

The figures side by side

SPLVXLU
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported10031
Weight of the ten largest12.5%57.5%
Largest positionFE 1.3%NEE 12.9%
Held alone78 positions, 74.7%9 positions, 33.3%
Covered by stock positions100%100%

Holdings they share

StockIn SPLVIn XLUCounted
FEFirstEnergy Corp.1.34%1.74%1.34%
DUKDuke Energy Corp.1.25%6.95%1.25%
AEEAmeren Corp.1.24%2.20%1.24%
WECWEC Energy Group Inc.1.24%2.68%1.24%
CNPCenterPoint Energy, Inc.1.23%2.03%1.23%
LNTAlliant Energy Corp.1.23%1.39%1.23%
DTEDTE Energy Co.1.22%2.23%1.22%
EVRGEvergy, Inc.1.22%1.40%1.22%
CMSCMS Energy Corp.1.18%1.66%1.18%
SOSouthern Co. (The)1.16%7.60%1.16%

What each holds alone

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

Only in SPLV

LLoews Corp.1.29%
BRK.ABerkshire Hathaway Inc.1.28%
ORealty Income Corp.1.19%
KOCoca-Cola Co. (The)1.18%
REGRegency Centers Corp.1.18%
VICIVICI Properties Inc.1.18%
LINLinde PLC1.17%
MCDMcDonald's Corp.1.16%
JNJJohnson & Johnson1.15%
TJX COS., INC. (THE)1.13%

Only in XLU

NEENextEra Energy Inc12.89%
CEGConstellation Energy Corp5.59%
VSTVistra Corp3.54%
PG&E CORP2.61%
NRGNRG Energy Inc2.17%
EIXEdison International2.02%
EVERSOURCE ENERGY1.91%
AWKAmerican Water Works Co Inc1.81%
AESAES Corp/The0.74%

Questions people ask

Is SPLV the same as XLU?

24.7% of their weight sits in the same 22 holdings. SPLV also reports L, BRK.A, O, which the other does not. XLU also reports NEE, CEG, VST, which the other does not.

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

Which holds more, XLU or SPLV?

SPLV reports 100 stock positions and XLU reports 31. 74.7% of SPLV's weight sits in names XLU does not hold, and 33.3% of XLU's weight in names SPLV does not hold. The ten largest positions are 12.5% of SPLV and 57.5% of XLU.

How do SPLV and XLU differ by sector?

The widest gap is Utilities: XLU has 62.0 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

XLU 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.