SPTM vs SPY: fund overlap
ETF comparisons / SPTM vs SPY
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF compared with State Street SPDR S&P 500 ETF Trust
SPTM and SPY overlap by 86.4% by weight, across 494 shared companies.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
State Street SPDR S&P 500 ETF Trust
Both lines rebased to 0% over their shared dates
494 companies held in both funds
| Shared company | SPTM | SPY |
|---|---|---|
| NVIDIA CORP NVDA | 6.90% | 7.77% |
| Apple Inc AAPL | 6.05% | 7.66% |
| ALPHABET INC GOOGL 2 share classes | 5.36% | 4.52% |
| ↳ ALPHABET INC-CL A GOOGL | 2.99% | 2.50% |
| ↳ ALPHABET INC-CL C GOOG | 2.38% | 2.02% |
| Microsoft Corp MSFT | 3.95% | 5.92% |
| AMAZON.COM INC AMZN | 3.32% | 3.60% |
| BROADCOM INC AVGO | 2.55% | 2.47% |
| META PLATFORMS INC-CLASS A META | 1.76% | 2.07% |
| TESLA INC TSLA | 1.68% | 1.71% |
| Micron Technology Inc MU | 1.85% | 1.59% |
| ELI LILLY & CO LLY | 1.35% | 1.65% |
| ADVANCED MICRO DEVICES AMD | 1.35% | 1.39% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.30% | 1.52% |
| JPMorgan Chase & Co JPM | 1.25% | 1.37% |
| JOHNSON & JOHNSON JNJ | 0.87% | 1.00% |
| Visa Inc V | 0.81% | 1.05% |
| WALMART INC. WMT | 0.71% | 0.81% |
| Intel Corp INTC | 0.94% | 0.69% |
| CISCO SYSTEMS, INC. CSCO | 0.66% | 0.64% |
| AbbVie Inc ABBV | 0.63% | 0.77% |
| Mastercard Inc MA | 0.59% | 0.77% |
| Costco Wholesale Corp COST | 0.59% | 0.66% |
| UnitedHealth Group Inc UNH | 0.54% | 0.55% |
| Applied Materials Inc AMAT | 0.81% | 0.50% |
| Bank of America Corp BAC | 0.53% | 0.50% |
| Home Depot Inc/The HD | 0.50% | 0.49% |
Based on the holdings compared above
SPTM and SPY overlap by 86.4% by weight, across 494 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, ALPHABET INC, Microsoft Corp, AMAZON.COM INC.
Holding both means 86.4% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.
SPTM has a 0.03% expense ratio and SPY has 0.09%.
SPTM has a weighted P/E of 26.3 and SPY has a weighted P/E of 27.0.
See the companies and duplicated exposure across every fund you hold.