State Street® SPDR® Portfolio S&P 500® Growth ETF (SPYG) and Vanguard Morningstar Growth ETF (VUG) share 90 holdings, with roughly 76.9% of their portfolio weight overlapping.
Weight overlap
76.9%
Shared portfolio weight
Shared holdings
90
Securities in both funds
Funds
SPYG · VUG
Compared side by side
Interactive charts, sector exposure, combined allocation, and the full overlap heatmap.
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.
| Holding | In SPYG | In VUG | Weight gap |
|---|---|---|---|
| NVDANVIDIA | 14.72% | 13.61% | 1.11%SPYG |
| MSFTMicrosoft | 10.02% | 10.11% | 0.09%VUG |
| AAPLApple | 6.64% | 12.48% | 5.84%VUG |
| GOOGLAlphabet | 5.44% | 5.34% | 0.10%SPYG |
| GOOGALPHABET CL C | 4.36% | 4.20% | 0.16%SPYG |
| AVGOBROADCOM | 4.51% | 4.10% | 0.41%SPYG |
| AMZNAMAZON.COM | 3.51% | 4.76% | 1.25%VUG |
| METAMETA PLATFORMS CLASS A | 4.64% | 3.38% | 1.26%SPYG |
| LLYELI LILLY + | 2.56% | 2.64% | 0.08%VUG |
| AMDADVANCED MICRO DEVICES | 2.78% | 2.07% | 0.71%SPYG |
| TSLATESLA | 1.79% | 2.79% | 1.00%VUG |
| PLTRPALANTIR TECHNOLOGIES A | 1.20% | 1.11% | 0.09%SPYG |
| LRCXLAM RESEARCH | 1.04% | 1.02% | 0.02%SPYG |
| AMATAPPLIED MATERIALS | 1.02% | 0.99% | 0.03%SPYG |
| VVisa | 0.93% | 1.66% | 0.73%VUG |
| MAMASTERCARD A | 0.83% | 1.27% | 0.44%VUG |
| NFLXNETFLIX | 0.81% | 0.93% | 0.12%VUG |
| GEVGE VERNOVA | 0.69% | 0.66% | 0.03%SPYG |
| KLACKLA | 0.66% | 0.63% | 0.03%SPYG |
| SNDKSANDISK | 0.69% | 0.63% | 0.06%SPYG |
| CRWDCROWDSTRIKE HOLDINGS A | 0.72% | 0.62% | 0.10%SPYG |
| ANETARISTA NETWORKS | 0.58% | 0.58% | ≈ even |
| APHAMPHENOL CL A | 0.55% | 0.54% | 0.01%SPYG |
| PANWPALO ALTO NETWORKS | 0.48% | 0.86% | 0.38%VUG |
| GEGENERAL ELECTRIC | 0.47% | 0.49% | 0.02%VUG |
| WELLWELLTOWER | 0.46% | 0.47% | 0.01%VUG |
| ISRGINTUITIVE SURGICAL | 0.38% | 0.37% | 0.01%SPYG |
| STXSEAGATE TECHNOLOGY HOLDINGS | 0.36% | 0.51% | 0.15%VUG |
| ORCLORACLE | 0.34% | 0.70% | 0.36%VUG |
| BKNGBOOKING HOLDINGS | 0.32% | 0.43% | 0.11%VUG |
| MRVLMARVELL TECHNOLOGY | 0.29% | 0.52% | 0.23%VUG |
| PWRQUANTA SERVICES | 0.26% | 0.26% | ≈ even |
| VRTVERTIV HOLDINGS A | 0.26% | 0.28% | 0.02%VUG |
| HWMHOWMET AEROSPACE | 0.25% | 0.28% | 0.03%VUG |
| HOODROBINHOOD MARKETS A | 0.26% | 0.24% | 0.02%SPYG |
| NOWSERVICENOW | 0.24% | 0.44% | 0.20%VUG |
| APPAPPLOVIN CLASS A | 0.23% | 0.24% | 0.01%VUG |
| DDOGDATADOG CLASS A | 0.23% | 0.23% | ≈ even |
| TJXTJX Cos | 0.22% | 0.41% | 0.19%VUG |
| UBERUBER TECHNOLOGIES | 0.38% | 0.22% | 0.16%SPYG |
| LITELUMENTUM HOLDINGS | 0.22% | 0.21% | 0.01%SPYG |
| MARMARRIOTT INTERNATIONAL CL A | 0.20% | 0.21% | 0.01%VUG |
| MCDMcDonald's | 0.20% | 0.52% | 0.32%VUG |
| BABOEING | 0.19% | 0.45% | 0.26%VUG |
| DASHDOORDASH A | 0.19% | 0.25% | 0.06%VUG |
| FTNTFORTINET | 0.19% | 0.31% | 0.12%VUG |
| HLTHILTON WORLDWIDE HOLDINGS IN | 0.19% | 0.21% | 0.02%VUG |
| ORLYO REILLY AUTOMOTIVE | 0.19% | 0.21% | 0.02%VUG |
| GLWCORNING | 0.23% | 0.17% | 0.06%SPYG |
| MNSTMONSTER BEVERAGE | 0.17% | 0.19% | 0.02%VUG |
| MPWRMONOLITHIC POWER SYSTEMS | 0.18% | 0.17% | 0.01%SPYG |
| TDGTRANSDIGM GROUP | 0.17% | 0.19% | 0.02%VUG |
| BEBloom Energy Class A | 0.21% | 0.16% | 0.05%SPYG |
| FIXCOMFORT SYSTEMS USA | 0.16% | 0.16% | ≈ even |
| CDNSCADENCE DESIGN SYS | 0.15% | 0.27% | 0.12%VUG |
| COHRCOHERENT | 0.15% | 0.16% | 0.01%VUG |
| CIENCIENA | 0.14% | 0.16% | 0.02%VUG |
| INTUINTUIT | 0.12% | 0.15% | 0.03%VUG |
| BSXBOSTON SCIENTIFIC | 0.12% | 0.11% | 0.01%SPYG |
| IDXXIDEXX LABORATORIES | 0.11% | 0.14% | 0.03%VUG |
| SYKSTRYKER | 0.11% | 0.17% | 0.06%VUG |
| RCLROYAL CARIBBEAN CRUISES LTD | 0.16% | 0.10% | 0.06%SPYG |
| TERTERADYNE | 0.10% | 0.16% | 0.06%VUG |
| MCOMOODY S | 0.09% | 0.22% | 0.13%VUG |
| ABNBAIRBNB CLASS A | 0.08% | 0.22% | 0.14%VUG |
| APOAPOLLO GLOBAL MANAGEMENT | 0.08% | 0.09% | 0.01%VUG |
| AZOAUTOZONE | 0.08% | 0.15% | 0.07%VUG |
| ADSKAUTODESK | 0.07% | 0.17% | 0.10%VUG |
| EXPEEXPEDIA GROUP | 0.08% | 0.07% | 0.01%SPYG |
| FLEXFLEX LTD | 0.11% | 0.07% | 0.04%SPYG |
| IBKRINTERACTIVE BROKERS GRO CL A | 0.11% | 0.07% | 0.04%SPYG |
| VEEVVEEVA SYSTEMS CLASS A | 0.07% | 0.14% | 0.07%VUG |
| AXONAXON ENTERPRISE | 0.06% | 0.14% | 0.08%VUG |
| CVNACARVANA | 0.06% | 0.15% | 0.09%VUG |
| MSCI | 0.06% | 0.12% | 0.06%VUG |
| VRSNVERISIGN | 0.06% | 0.08% | 0.02%VUG |
| DXCMDEXCOM | 0.05% | 0.12% | 0.07%VUG |
| RMDRESMED | 0.05% | 0.12% | 0.07%VUG |
| TTWOTAKE TWO INTERACTIVE SOFTWRE | 0.05% | 0.12% | 0.07%VUG |
| WDAYWORKDAY CLASS A | 0.05% | 0.13% | 0.08%VUG |
| YUMYUM BRANDS | 0.05% | 0.13% | 0.08%VUG |
| FSLRFIRST SOLAR | 0.05% | 0.04% | 0.01%SPYG |
| LYVLIVE NATION ENTERTAINMENT IN | 0.04% | 0.10% | 0.06%VUG |
| MTDMETTLER TOLEDO INTERNATIONAL | 0.04% | 0.10% | 0.06%VUG |
| RDDTReddit Class A | 0.04% | 0.07% | 0.03%VUG |
| LVSLAS VEGAS SANDS | 0.03% | 0.05% | 0.02%VUG |
| TKOTKO GROUP HOLDINGS | 0.03% | 0.03% | ≈ even |
| VRSKVERISK ANALYTICS | 0.03% | 0.09% | 0.06%VUG |
| FICOFAIR ISAAC | 0.02% | 0.09% | 0.07%VUG |
| ROLROLLINS | 0.02% | 0.04% | 0.02%VUG |
1–20 of 90
How each fund's equity holdings break down by sector, side by side — the clearest read on where the two funds tilt differently.
| Sector | In SPYG | In VUG |
|---|---|---|
Technology | 53.8% | 57.7% |
Communication Services | 15.7% | 14.5% |
Consumer Cyclical | 7.9% | 11.3% |
Financial Services | 8.6% | 4.2% |
Healthcare | 6.2% | 4.6% |
Industrials | 5.5% | 4.5% |
Consumer Defensive | 1.0% | 1.3% |
Real Estate | 0.6% | 1.0% |
Basic Materials | 0.4% | 0.5% |
Utilities | 0.3% | 0.0% |
Energy | 0.0% | 0.3% |
Weights are of each fund’s classified equity holdings.
SPYG
VUG
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.