SPTM vs VONV overlap - what they share and where they differ

SPTM and VONV share 55.5% of their weight across 696 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.

SPTM and VONV

55.5%

696 shared positions

SPTM

State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF

Reported positions cover 100% of the fund, 1,051 positions · Jun 30, 2026

Top 10: 34.9%·Holdings of SPTM

VONV

VANGUARD RUSSELL 1000 VALUE INDEX FUND

Reported positions cover 99% of the fund, 794 positions · May 31, 2026

Top 10: 22.1%·Holdings of VONV

Reported positions cover SPTM 100%, VONV 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VONV vs SPTM side by side

SPTMState Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF

1,051

stock positions reported to the SEC

38.6% of its weight is in 355 names VONV does not hold

VONVVANGUARD RUSSELL 1000 VALUE INDEX FUND

794

stock positions reported to the SEC

3.3% of its weight is in 98 names SPTM does not hold

Where each fund's weight sits

SPTM
VONV
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
46.5%
25.6%
Financial Services
9.9%
14.7%
Healthcare
9.4%
11.7%
Consumer Cyclical
9.9%
7.8%
Industrials
4.4%
6.5%

The widest gap is Technology: SPTM has 21.0 points more of it.

The figures side by side

SPTMVONV
Filing dateJun 30, 2026May 31, 2026
Stock positions reported1,051794
Weight of the ten largest34.9%22.1%
Largest positionNVDA 6.9%GOOGL 4.2%
Held alone355 positions, 38.6%98 positions, 3.3%
Covered by stock positions100%99%

Holdings they share

StockIn SPTMIn VONVCounted
GOOGLAlphabet Inc5.37%4.21%4.21%
AMZNAmazon.com Inc3.33%2.12%2.12%
MUMicron Technology Inc1.86%3.22%1.86%
BRK.ABerkshire Hathaway Inc1.31%2.60%1.31%
JPMORGAN CHASE & CO1.25%2.27%1.25%
AMDAdvanced Micro Devices Inc1.35%1.02%1.02%
INTCIntel Corp0.94%1.50%0.94%
JNJJohnson & Johnson0.88%1.61%0.88%
EXXON MOBIL CORP0.81%1.82%0.81%
AMATApplied Materials Inc0.82%0.76%0.76%

What each holds alone

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

Only in SPTM

NVDANVIDIA Corp6.92%
AAPLApple Inc6.07%
MSFTMicrosoft Corp3.96%
AVGOBroadcom Inc2.56%
TSLATesla Inc1.69%
LLYEli Lilly & Co1.35%
VVisa Inc0.82%
LRCXLam Research Corp0.77%
ABBVAbbVie Inc0.64%
COSTCostco Wholesale Corp0.59%

Only in VONV

SANDISK CORP/DE0.72%
MSTRStrategy Inc0.14%
AUAnglogold Ashanti Plc0.13%
FERGFerguson Enterprises Inc0.12%
HARTFORD FINANCIAL SERVICES GROUP INC/THE0.11%
LNGCheniere Energy Inc0.08%
RVMDREVOLUTION Medicines Inc0.08%
ZOOM VIDEO COMMUNICATIONS INC0.08%
MDBMongoDB Inc0.07%
RPRXRoyalty Pharma PLC0.06%

Questions people ask

Is SPTM the same as VONV?

55.5% of their weight sits in the same 696 holdings. SPTM also reports NVDA, AAPL, MSFT, which the other does not. VONV also reports SANDISK CORP/DE, MSTR, AU, which the other does not.

How is the overlap between SPTM and VONV 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 SPTM and 99% of VONV, so the number cannot exceed the smaller coverage.

Which holds more, VONV or SPTM?

SPTM reports 1,051 stock positions and VONV reports 794. 38.6% of SPTM's weight sits in names VONV does not hold, and 3.3% of VONV's weight in names SPTM does not hold. The ten largest positions are 34.9% of SPTM and 22.1% of VONV.

How do SPTM and VONV differ by sector?

The widest gap is Technology: SPTM has 21.0 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

SPTM 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.