ETF overlap · Updated September 27, 2026

SPYG vs VTI: Holdings Overlap

State Street® SPDR® Portfolio S&P 500® Growth ETF (SPYG) and Vanguard Morningstar Total Stock Market ETF (VTI) share 151 holdings, with roughly 59.5% of their portfolio weight overlapping.

Weight overlap

59.5%

Shared portfolio weight

Shared holdings

151

Securities in both funds

Funds

SPYG · VTI

Compared side by side

Compare SPYG and VTI live →

Interactive charts, sector exposure, combined allocation, and the full overlap heatmap.

All 151 holdings SPYG and VTI share

Every holding both funds own, ranked by shared exposure (how much of the position they hold in common). The weight gap shows which fund tilts more heavily into it.

HoldingIn SPYGIn VTIWeight gap
NVDANVIDIA14.72%6.87%7.85%SPYG
AAPLApple6.64%6.30%0.34%SPYG
MSFTMicrosoft10.02%5.10%4.92%SPYG
AMZNAMAZON.COM3.51%3.40%0.11%SPYG
GOOGLAlphabet5.44%2.69%2.75%SPYG
AVGOBROADCOM4.51%2.37%2.14%SPYG
GOOGALPHABET CL C4.36%2.12%2.24%SPYG
METAMETA PLATFORMS CLASS A4.64%1.70%2.94%SPYG
MUMICRON TECHNOLOGY3.31%1.46%1.85%SPYG
TSLATESLA1.79%1.40%0.39%SPYG
LLYELI LILLY +2.56%1.33%1.23%SPYG
JPMJPMORGAN CHASE1.66%1.29%0.37%SPYG
BRK.BBERKSHIRE HATHAWAY2.55%1.23%1.32%SPYG
AMDADVANCED MICRO DEVICES2.78%1.04%1.74%SPYG
JNJJOHNSON + JOHNSON1.04%0.87%0.17%SPYG
VVisa0.93%0.85%0.08%SPYG
MAMASTERCARD A0.83%0.63%0.20%SPYG
ABBVABBVIE0.58%0.61%0.03%VTI
PLTRPALANTIR TECHNOLOGIES A1.20%0.55%0.65%SPYG
CSCOCISCO SYSTEMS0.61%0.53%0.08%SPYG
LRCXLAM RESEARCH1.04%0.51%0.53%SPYG
CATCaterpillar1.00%0.50%0.50%SPYG
AMATAPPLIED MATERIALS1.02%0.49%0.53%SPYG
GEGENERAL ELECTRIC0.47%0.47%≈ even
NFLXNETFLIX0.81%0.46%0.35%SPYG
PANWPALO ALTO NETWORKS0.48%0.42%0.06%SPYG
PMPHILIP MORRIS INTERNATIONAL0.45%0.40%0.05%SPYG
KOCoca-Cola0.39%0.41%0.02%VTI
GSGoldman Sachs Group0.47%0.38%0.09%SPYG
RTX0.69%0.38%0.31%SPYG
MSMORGAN STANLEY0.39%0.34%0.05%SPYG
ORCLORACLE0.34%0.35%0.01%VTI
GEVGE VERNOVA0.69%0.33%0.36%SPYG
AMGNAmgen0.40%0.31%0.09%SPYG
KLACKLA0.66%0.31%0.35%SPYG
SNDKSANDISK0.69%0.31%0.38%SPYG
CRWDCROWDSTRIKE HOLDINGS A0.72%0.30%0.42%SPYG
IBMInternational Business Machines0.30%0.30%≈ even
ANETARISTA NETWORKS0.58%0.28%0.30%SPYG
APHAMPHENOL CL A0.55%0.26%0.29%SPYG
MRVLMARVELL TECHNOLOGY0.29%0.26%0.03%SPYG
GILDGILEAD SCIENCES0.27%0.25%0.02%SPYG
STXSEAGATE TECHNOLOGY HOLDINGS0.36%0.25%0.11%SPYG
AXPAmerican Express0.30%0.24%0.06%SPYG
WELLWELLTOWER0.46%0.23%0.23%SPYG
BKNGBOOKING HOLDINGS0.32%0.21%0.11%SPYG
NOWSERVICENOW0.24%0.21%0.03%SPYG
UBERUBER TECHNOLOGIES0.38%0.21%0.17%SPYG
MCDMcDonald's0.20%0.25%0.05%VTI
TJXTJX Cos0.22%0.20%0.02%SPYG
BABOEING0.19%0.22%0.03%VTI
ISRGINTUITIVE SURGICAL0.38%0.18%0.20%SPYG
NEMNEWMONT0.35%0.18%0.17%SPYG
PGRPROGRESSIVE0.18%0.17%0.01%SPYG
PHPARKER HANNIFIN0.19%0.17%0.02%SPYG
GLWCORNING0.23%0.16%0.07%SPYG
BNYBANK OF NEW YORK MELLON0.17%0.15%0.02%SPYG
SPGIS+P GLOBAL0.15%0.17%0.02%VTI
CMECME Group0.15%0.14%0.01%SPYG
FTNTFORTINET0.19%0.14%0.05%SPYG
CDNSCADENCE DESIGN SYS0.15%0.13%0.02%SPYG
HWMHOWMET AEROSPACE0.25%0.13%0.12%SPYG
TTTRANE TECHNOLOGIES0.14%0.13%0.01%SPYG
VRTVERTIV HOLDINGS A0.26%0.13%0.13%SPYG
APPAPPLOVIN CLASS A0.23%0.12%0.11%SPYG
CEGCONSTELLATION ENERGY0.16%0.12%0.04%SPYG
DASHDOORDASH A0.19%0.12%0.07%SPYG
GDGENERAL DYNAMICS0.12%0.13%0.01%VTI
INTUINTUIT0.12%0.13%0.01%VTI
PWRQUANTA SERVICES0.26%0.12%0.14%SPYG
CMICUMMINS0.13%0.11%0.02%SPYG
DDOGDATADOG CLASS A0.23%0.11%0.12%SPYG
HOODROBINHOOD MARKETS A0.26%0.11%0.15%SPYG
JCIJOHNSON CONTROLS INTERNATION0.16%0.11%0.05%SPYG
SYKSTRYKER0.11%0.15%0.04%VTI
BSXBOSTON SCIENTIFIC0.12%0.10%0.02%SPYG
HLTHILTON WORLDWIDE HOLDINGS IN0.19%0.10%0.09%SPYG
KKRKKR +0.10%0.10%≈ even
LITELUMENTUM HOLDINGS0.22%0.10%0.12%SPYG
MARMARRIOTT INTERNATIONAL CL A0.20%0.10%0.10%SPYG
ORLYO REILLY AUTOMOTIVE0.19%0.10%0.09%SPYG
ROSTROSS STORES0.10%0.10%≈ even
HCAHCA HEALTHCARE0.17%0.09%0.08%SPYG
MCOMOODY S0.09%0.10%0.01%VTI
MNSTMONSTER BEVERAGE0.17%0.09%0.08%SPYG
RCLROYAL CARIBBEAN CRUISES LTD0.16%0.09%0.07%SPYG
TDGTRANSDIGM GROUP0.17%0.09%0.08%SPYG
URIUNITED RENTALS0.10%0.09%0.01%SPYG
ABNBAIRBNB CLASS A0.08%0.10%0.02%VTI
BEBloom Energy Class A0.21%0.08%0.13%SPYG
MPWRMONOLITHIC POWER SYSTEMS0.18%0.08%0.10%SPYG
TELTE CONNECTIVITY0.12%0.08%0.04%SPYG
ADSKAUTODESK0.07%0.07%≈ even
APOAPOLLO GLOBAL MANAGEMENT0.08%0.07%0.01%SPYG
AZOAUTOZONE0.08%0.07%0.01%SPYG
CIENCIENA0.14%0.07%0.07%SPYG
COHRCOHERENT0.15%0.07%0.08%SPYG
FIXCOMFORT SYSTEMS USA0.16%0.07%0.09%SPYG
SPGSIMON PROPERTY GROUP0.07%0.09%0.02%VTI
TERTERADYNE0.10%0.07%0.03%SPYG
AXONAXON ENTERPRISE0.06%0.06%≈ even
CVNACARVANA0.06%0.07%0.01%VTI
EBAY0.09%0.06%0.03%SPYG
EWEDWARDS LIFESCIENCES0.06%0.07%0.01%VTI
IBKRINTERACTIVE BROKERS GRO CL A0.11%0.06%0.05%SPYG
IDXXIDEXX LABORATORIES0.11%0.06%0.05%SPYG
ROKROCKWELL AUTOMATION0.07%0.06%0.01%SPYG
VEEVVEEVA SYSTEMS CLASS A0.07%0.06%0.01%SPYG
VSTVISTRA0.12%0.06%0.06%SPYG
VTRVENTAS0.06%0.06%≈ even
DXCMDEXCOM0.05%0.05%≈ even
EXPEEXPEDIA GROUP0.08%0.05%0.03%SPYG
FERGFerguson Plc.0.05%0.06%0.01%VTI
FLEXFLEX LTD0.11%0.05%0.06%SPYG
MSCI0.06%0.05%0.01%SPYG
RMDRESMED0.05%0.05%≈ even
TTWOTAKE TWO INTERACTIVE SOFTWRE0.05%0.05%≈ even
WDAYWORKDAY CLASS A0.05%0.05%≈ even
YUMYUM BRANDS0.05%0.06%0.01%VTI
CASYCASEY S GENERAL STORES0.06%0.04%0.02%SPYG
CBOECBOE GLOBAL MARKETS0.04%0.04%≈ even
CCLCARNIVAL LTD0.08%0.04%0.04%SPYG
CINFCINCINNATI FINANCIAL0.04%0.04%≈ even
EMEEMCOR GROUP0.09%0.04%0.05%SPYG
ILMNIllumina0.06%0.04%0.02%SPYG
JBLJABIL0.05%0.04%0.01%SPYG
LYVLIVE NATION ENTERTAINMENT IN0.04%0.04%≈ even
MTDMETTLER TOLEDO INTERNATIONAL0.04%0.04%≈ even
PPure Storage Class A0.11%0.04%0.07%SPYG
FSLRFIRST SOLAR0.05%0.03%0.02%SPYG
INCYINCYTE0.06%0.03%0.03%SPYG
NRGNRG ENERGY0.04%0.03%0.01%SPYG
RDDTReddit Class A0.04%0.03%0.01%SPYG
STESTERIS0.03%0.03%≈ even
TPRTAPESTRY0.06%0.03%0.03%SPYG
ULTAULTA BEAUTY0.06%0.03%0.03%SPYG
VRSKVERISK ANALYTICS0.03%0.03%≈ even
VRSNVERISIGN0.06%0.03%0.03%SPYG
ALLEALLEGION0.02%0.02%≈ even
ECHOECHOSTAR A0.03%0.02%0.01%SPYG
FICOFAIR ISAAC0.02%0.03%0.01%VTI
FOXAFOX CLASS A0.02%0.02%≈ even
LVSLAS VEGAS SANDS0.03%0.02%0.01%SPYG
RLRALPH LAUREN0.04%0.02%0.02%SPYG
ROLROLLINS0.02%0.02%≈ even
WRBWR BERKLEY0.02%0.03%0.01%VTI
FOXFOX CLASS B0.01%0.01%≈ even
NCLHNORWEGIAN CRUISE LINE HOLDIN0.01%0.01%≈ even
PODDINSULET0.03%0.01%0.02%SPYG
TKOTKO GROUP HOLDINGS0.03%0.01%0.02%SPYG
WYNNWYNN RESORTS LTD0.02%0.01%0.01%SPYG

1–20 of 151

Sector exposure: SPYG vs VTI

How each fund's equity holdings break down by sector, side by side — the clearest read on where the two funds tilt differently.

SectorIn SPYGIn VTI
Technology
53.8%36.7%
Communication Services
15.7%8.8%
Financial Services
8.6%12.3%
Consumer Cyclical
7.9%9.2%
Healthcare
6.2%9.8%
Industrials
5.5%9.1%
Consumer Defensive
1.0%4.3%
Energy
0.0%3.7%
Real Estate
0.6%2.2%
Utilities
0.3%2.0%
Basic Materials
0.4%1.9%

Weights are of each fund’s classified equity holdings.

All holdings in SPYG and VTI

SPYG

VTI


What does ETF overlap mean?

Two ETFs overlap when they hold the same underlying securities. Holding both funds can leave you more concentrated than you think — you may own the same large companies twice, at a combined weight neither fund shows on its own. The weight overlap above is the share of portfolio weight the two funds hold in common: for every security both own, it counts only the smaller of the two weights (the slice you genuinely double up on). 0% means completely different books; 100% means effectively identical funds.

Related comparisons

Data reflects the latest holdings we have for each fund as of September 27, 2026. Holdings change over time. For information only — not investment advice.