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

SPTM and VV share 89.4% of their weight across 395 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 VV

89.4%

395 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

VV

VANGUARD LARGE-CAP INDEX FUND

Reported positions cover 100% of the fund, 426 positions · Jun 30, 2026

Top 10: 38.3%·Holdings of VV

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

VV 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

9.6% of its weight is in 656 names VV does not hold

VVVANGUARD LARGE-CAP INDEX FUND

426

stock positions reported to the SEC

1.7% of its weight is in 31 names SPTM does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
46.5%
49.3%
Consumer Cyclical
9.9%
9.7%
Financial Services
9.9%
9.7%
Healthcare
9.4%
9.2%
Industrials
4.4%
4.0%

The widest gap is Technology: VV has 2.7 points more of it.

The figures side by side

SPTMVV
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported1,051426
Weight of the ten largest34.9%38.3%
Largest positionNVDA 6.9%NVDA 7.3%
Held alone656 positions, 9.6%31 positions, 1.7%
Covered by stock positions100%100%

Holdings they share

StockIn SPTMIn VVCounted
NVDANVIDIA Corp6.92%7.28%6.92%
AAPLApple Inc6.07%6.72%6.07%
GOOGLAlphabet Inc5.37%5.92%5.37%
MSFTMicrosoft Corp3.96%4.38%3.96%
AMZNAmazon.com Inc3.33%3.65%3.33%
AVGOBroadcom Inc2.56%2.83%2.56%
MUMicron Technology Inc1.86%2.06%1.86%
METAMeta Platforms Inc1.76%1.96%1.76%
TSLATesla Inc1.69%1.87%1.69%
AMDAdvanced Micro Devices Inc1.35%1.50%1.35%

What each holds alone

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

Only in SPTM

NXPINXP Semiconductors NV0.10%
JBLJabil Inc0.06%
CRSCarpenter Technology Corp0.05%
EMEEMCOR Group Inc0.05%
HIGHartford Insurance Group Inc/The0.05%
TWLOTwilio Inc0.05%
ATIATI Inc0.04%
ATOAtmos Energy Corp0.04%
CASEY'S GENERAL STORES INC0.04%
CWCurtiss-Wright Corp0.04%

Only in VV

SPCXSpace Exploration Technologies Corp0.16%
BEBloom Energy Corp0.13%
SNOWSnowflake Inc0.13%
NETCloudflare Inc0.12%
RKLBRocket Lab Corp0.09%
LNGCheniere Energy Inc0.08%
FERGFerguson Enterprises Inc0.07%
WCNWaste Connections Inc0.07%
ALABAstera Labs Inc0.06%
ALNYAlnylam Pharmaceuticals Inc0.06%

Questions people ask

Is SPTM the same as VV?

89.4% of their weight sits in the same 395 holdings. SPTM also reports NXPI, JBL, CRS, which the other does not. VV also reports SPCX, BE, SNOW, which the other does not.

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

Which holds more, VV or SPTM?

SPTM reports 1,051 stock positions and VV reports 426. 9.6% of SPTM's weight sits in names VV does not hold, and 1.7% of VV's weight in names SPTM does not hold. The ten largest positions are 34.9% of SPTM and 38.3% of VV.

How do SPTM and VV differ by sector?

The widest gap is Technology: VV has 2.7 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

VV 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.