SPTM vs VT: fund overlap
ETF comparisons / SPTM vs VT
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF compared with VANGUARD TOTAL WORLD STOCK INDEX FUND
SPTM and VT overlap by 58.7% by weight, across 1,294 shared companies.
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
VANGUARD TOTAL WORLD STOCK INDEX FUND
Both lines rebased to 0% over their shared dates
1,294 companies held in both funds
| Shared company | SPTM | VT |
|---|---|---|
| NVIDIA CORP NVDA | 6.90% | 4.05% |
| Apple Inc AAPL | 6.05% | 3.86% |
| ALPHABET INC GOOGL 2 share classes | 5.36% | 3.26% |
| ↳ ALPHABET INC-CL A GOOGL | 2.99% | 1.82% |
| ↳ ALPHABET INC-CL C GOOG | 2.38% | 1.44% |
| Microsoft Corp MSFT | 3.95% | 2.98% |
| AMAZON.COM INC AMZN | 3.32% | 2.28% |
| BROADCOM INC AVGO | 2.55% | 1.56% |
| META PLATFORMS INC-CLASS A META | 1.76% | 1.06% |
| JPMorgan Chase & Co JPM | 1.25% | 0.81% |
| BERKSHIRE HATHAWAY INC. BRK/B 2 share classes | 1.30% | 0.81% |
| ↳ BERKSHIRE HATHAWAY INC. BRK/B | 1.30% | 0.72% |
| ↳ Berkshire Hathaway Inc BRH | 0.00% | 0.09% |
| Micron Technology Inc MU | 1.85% | 0.80% |
| ELI LILLY & CO LLY | 1.35% | 0.79% |
| TESLA INC TSLA | 1.68% | 0.79% |
| ADVANCED MICRO DEVICES AMD | 1.35% | 0.67% |
| JOHNSON & JOHNSON JNJ | 0.87% | 0.53% |
| Visa Inc V | 0.81% | 0.52% |
| WALMART INC. WMT | 0.71% | 0.42% |
| Mastercard Inc MA | 0.59% | 0.40% |
| CISCO SYSTEMS, INC. CSCO | 0.66% | 0.40% |
| AbbVie Inc ABBV | 0.63% | 0.38% |
| Costco Wholesale Corp COST | 0.59% | 0.36% |
| Bank of America Corp BAC | 0.53% | 0.35% |
| Applied Materials Inc AMAT | 0.81% | 0.35% |
| Intel Corp INTC | 0.94% | 0.34% |
| UnitedHealth Group Inc UNH | 0.54% | 0.32% |
| General Electric Co GE | 0.55% | 0.32% |
Based on the holdings compared above
SPTM and VT overlap by 58.7% by weight, across 1,294 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, ALPHABET INC, Microsoft Corp, AMAZON.COM INC.
Holding both means 58.7% 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 VT has 0.06%.
SPTM has a weighted P/E of 26.3 and VT has a weighted P/E of 23.1.
See the companies and duplicated exposure across every fund you hold.