SPYV vs VO overlap - what they share and where they differ

SPYV and VO share 27.3% of their weight across 220 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.

SPYV and VO

27.3%

220 shared positions

SPYV

State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF

Reported positions cover 100% of the fund, 435 positions · Jun 30, 2026

Top 10: 23.8%·Holdings of SPYV

VO

VANGUARD MID-CAP INDEX FUND

Reported positions cover 100% of the fund, 279 positions · Jun 30, 2026

Top 10: 9.5%·Holdings of VO

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

VO vs SPYV side by side

SPYVState Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF

435

stock positions reported to the SEC

72.6% of its weight is in 215 names VO does not hold

VOVANGUARD MID-CAP INDEX FUND

279

stock positions reported to the SEC

22.8% of its weight is in 59 names SPYV does not hold

Where each fund's weight sits

SPYV
VO
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
23.3%
23.3%
Financial Services
13.1%
11.1%
Healthcare
12.7%
9.9%
Consumer Cyclical
12.2%
10.1%
Industrials
0.0%
11.0%
Consumer Defensive
8.1%
0.0%

The widest gap is Industrials: VO has 11.0 points more of it.

The figures side by side

SPYVVO
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported435279
Weight of the ten largest23.8%9.5%
Largest positionAAPL 7.3%VRT 1.2%
Held alone215 positions, 72.6%59 positions, 22.8%
Covered by stock positions100%100%

Holdings they share

StockIn SPYVIn VOCounted
WDCWestern Digital Corp0.76%1.06%0.76%
WILLIAMS COS INC/THE0.31%0.44%0.31%
STXSeagate Technology Holdings PLC0.27%1.05%0.27%
VLOValero Energy Corp0.27%0.75%0.27%
AEPAmerican Electric Power Co Inc0.26%0.36%0.26%
MPCMarathon Petroleum Corp0.26%0.72%0.26%
CRHCRH PLC0.25%0.69%0.25%
AONAon PLC0.24%0.33%0.24%
FDXFedEx Corp0.24%0.33%0.24%
GMGeneral Motors Co0.24%0.67%0.24%

What each holds alone

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

Only in SPYV

AAPLApple Inc7.32%
AMZNAmazon.com Inc3.78%
INTCIntel Corp2.27%
EXXON MOBIL CORP1.95%
WMTWalmart Inc1.71%
TSLATesla Inc1.55%
COSTCostco Wholesale Corp1.43%
UNHUnitedHealth Group Inc1.30%
BACBank of America Corp1.28%
HDHome Depot Inc/The1.21%

Only in VO

VRTVertiv Holdings Co1.22%
HWMHowmet Aerospace Inc1.04%
PWRQuanta Services Inc1.04%
DDOGDatadog Inc0.83%
BEBloom Energy Corp0.79%
HOODRobinhood Markets Inc0.77%
NETCloudflare Inc0.76%
COHRCoherent Corp0.75%
RCLRoyal Caribbean Cruises Ltd0.74%
TDGTransDigm Group Inc0.72%

Questions people ask

Is SPYV the same as VO?

27.3% of their weight sits in the same 220 holdings. SPYV also reports AAPL, AMZN, INTC, which the other does not. VO also reports VRT, HWM, PWR, which the other does not.

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

Which holds more, VO or SPYV?

SPYV reports 435 stock positions and VO reports 279. 72.6% of SPYV's weight sits in names VO does not hold, and 22.8% of VO's weight in names SPYV does not hold. The ten largest positions are 23.8% of SPYV and 9.5% of VO.

How do SPYV and VO differ by sector?

The widest gap is Industrials: VO has 11.0 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

SPYV 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.