State Street® SPDR® Portfolio S&P 500® Growth ETF (SPYG) and Vanguard Morningstar Growth ETF (VUG) share 88 holdings, with roughly 74.2% of their portfolio weight overlapping.
Weight overlap
74.2%
Shared portfolio weight
Shared holdings
88
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 | 14.85% | 12.60% | 2.25%SPYG |
| MSFTMicrosoft | 10.04% | 7.60% | 2.44%SPYG |
| AAPLApple | 6.10% | 11.64% | 5.54%VUG |
| GOOGLAlphabet | 5.53% | 5.74% | 0.21%VUG |
| GOOGALPHABET CL C | 4.42% | 4.52% | 0.10%VUG |
| AVGOBROADCOM | 5.38% | 4.27% | 1.11%SPYG |
| AMZNAMAZON.COM | 3.74% | 4.46% | 0.72%VUG |
| METAMETA PLATFORMS CLASS A | 3.56% | 3.40% | 0.16%SPYG |
| LLYELI LILLY + | 2.60% | 2.80% | 0.20%VUG |
| AMDADVANCED MICRO DEVICES | 2.14% | 2.61% | 0.47%VUG |
| TSLATESLA | 1.61% | 3.26% | 1.65%VUG |
| AMATAPPLIED MATERIALS | 1.15% | 1.59% | 0.44%VUG |
| LRCXLAM RESEARCH | 1.15% | 1.50% | 0.35%VUG |
| VVisa | 0.91% | 1.54% | 0.63%VUG |
| NFLXNETFLIX | 0.90% | 0.84% | 0.06%SPYG |
| MAMASTERCARD A | 0.83% | 1.13% | 0.30%VUG |
| GEVGE VERNOVA | 0.77% | 0.88% | 0.11%VUG |
| KLACKLA | 0.74% | 1.10% | 0.36%VUG |
| PLTRPALANTIR TECHNOLOGIES A | 1.12% | 0.71% | 0.41%SPYG |
| SNDKSANDISK | 0.62% | 0.94% | 0.32%VUG |
| APHAMPHENOL CL A | 0.55% | 0.61% | 0.06%VUG |
| GEGENERAL ELECTRIC | 0.53% | 0.55% | 0.02%VUG |
| ANETARISTA NETWORKS | 0.57% | 0.52% | 0.05%SPYG |
| CRWDCROWDSTRIKE HOLDINGS A | 0.62% | 0.52% | 0.10%SPYG |
| PANWPALO ALTO NETWORKS | 0.49% | 0.78% | 0.29%VUG |
| WELLWELLTOWER | 0.45% | 0.46% | 0.01%VUG |
| BKNGBOOKING HOLDINGS | 0.45% | 0.40% | 0.05%SPYG |
| ISRGINTUITIVE SURGICAL | 0.39% | 0.40% | 0.01%VUG |
| ORCLORACLE | 0.38% | 0.71% | 0.33%VUG |
| STXSEAGATE TECHNOLOGY HOLDINGS | 0.36% | 0.61% | 0.25%VUG |
| HWMHOWMET AEROSPACE | 0.31% | 0.31% | ≈ even |
| VRTVERTIV HOLDINGS A | 0.30% | 0.37% | 0.07%VUG |
| PWRQUANTA SERVICES | 0.27% | 0.31% | 0.04%VUG |
| MRVLMARVELL TECHNOLOGY | 0.25% | 0.75% | 0.50%VUG |
| TJXTJX Cos | 0.25% | 0.47% | 0.22%VUG |
| APPAPPLOVIN CLASS A | 0.23% | 0.41% | 0.18%VUG |
| DDOGDATADOG CLASS A | 0.23% | 0.26% | 0.03%VUG |
| GLWCORNING | 0.23% | 0.30% | 0.07%VUG |
| MCDMcDonald's | 0.23% | 0.54% | 0.31%VUG |
| BABOEING | 0.22% | 0.48% | 0.26%VUG |
| NOWSERVICENOW | 0.22% | 0.30% | 0.08%VUG |
| UBERUBER TECHNOLOGIES | 0.42% | 0.22% | 0.20%SPYG |
| DASHDOORDASH A | 0.22% | 0.21% | 0.01%SPYG |
| HOODROBINHOOD MARKETS A | 0.21% | 0.23% | 0.02%VUG |
| MARMARRIOTT INTERNATIONAL CL A | 0.21% | 0.23% | 0.02%VUG |
| ORLYO REILLY AUTOMOTIVE | 0.21% | 0.23% | 0.02%VUG |
| HLTHILTON WORLDWIDE HOLDINGS IN | 0.20% | 0.22% | 0.02%VUG |
| LITELUMENTUM HOLDINGS | 0.19% | 0.20% | 0.01%VUG |
| TDGTRANSDIGM GROUP | 0.19% | 0.22% | 0.03%VUG |
| FTNTFORTINET | 0.18% | 0.28% | 0.10%VUG |
| MNSTMONSTER BEVERAGE | 0.18% | 0.20% | 0.02%VUG |
| MPWRMONOLITHIC POWER SYSTEMS | 0.18% | 0.19% | 0.01%VUG |
| CIENCIENA | 0.17% | 0.21% | 0.04%VUG |
| COHRCOHERENT | 0.17% | 0.23% | 0.06%VUG |
| FIXCOMFORT SYSTEMS USA | 0.17% | 0.21% | 0.04%VUG |
| CDNSCADENCE DESIGN SYS | 0.15% | 0.30% | 0.15%VUG |
| SYKSTRYKER | 0.13% | 0.17% | 0.04%VUG |
| IDXXIDEXX LABORATORIES | 0.12% | 0.13% | 0.01%VUG |
| RCLROYAL CARIBBEAN CRUISES LTD | 0.21% | 0.12% | 0.09%SPYG |
| INTUINTUIT | 0.15% | 0.11% | 0.04%SPYG |
| ABNBAIRBNB CLASS A | 0.10% | 0.17% | 0.07%VUG |
| BSXBOSTON SCIENTIFIC | 0.14% | 0.10% | 0.04%SPYG |
| FLEXFLEX LTD | 0.12% | 0.10% | 0.02%SPYG |
| MCOMOODY S | 0.10% | 0.20% | 0.10%VUG |
| TERTERADYNE | 0.10% | 0.23% | 0.13%VUG |
| ADSKAUTODESK | 0.09% | 0.13% | 0.04%VUG |
| AXONAXON ENTERPRISE | 0.09% | 0.14% | 0.05%VUG |
| AZOAUTOZONE | 0.09% | 0.16% | 0.07%VUG |
| APOAPOLLO GLOBAL MANAGEMENT | 0.10% | 0.08% | 0.02%SPYG |
| CVNACARVANA | 0.07% | 0.14% | 0.07%VUG |
| IBKRINTERACTIVE BROKERS GRO CL A | 0.11% | 0.07% | 0.04%SPYG |
| EXPEEXPEDIA GROUP | 0.10% | 0.06% | 0.04%SPYG |
| MSCI | 0.06% | 0.12% | 0.06%VUG |
| TTWOTAKE TWO INTERACTIVE SOFTWRE | 0.06% | 0.14% | 0.08%VUG |
| VEEVVEEVA SYSTEMS CLASS A | 0.06% | 0.09% | 0.03%VUG |
| VRSNVERISIGN | 0.06% | 0.07% | 0.01%VUG |
| YUMYUM BRANDS | 0.06% | 0.14% | 0.08%VUG |
| DXCMDEXCOM | 0.05% | 0.09% | 0.04%VUG |
| FSLRFIRST SOLAR | 0.07% | 0.05% | 0.02%SPYG |
| RMDRESMED | 0.05% | 0.10% | 0.05%VUG |
| WDAYWORKDAY CLASS A | 0.05% | 0.08% | 0.03%VUG |
| LVSLAS VEGAS SANDS | 0.04% | 0.05% | 0.01%VUG |
| LYVLIVE NATION ENTERTAINMENT IN | 0.04% | 0.10% | 0.06%VUG |
| MTDMETTLER TOLEDO INTERNATIONAL | 0.04% | 0.09% | 0.05%VUG |
| VRSKVERISK ANALYTICS | 0.04% | 0.08% | 0.04%VUG |
| FICOFAIR ISAAC | 0.03% | 0.09% | 0.06%VUG |
| ROLROLLINS | 0.03% | 0.05% | 0.02%VUG |
| TKOTKO GROUP HOLDINGS | 0.03% | 0.03% | ≈ even |
1–20 of 88
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 | 53.4% | 56.2% |
Communication Services | 14.8% | 15.4% |
Consumer Cyclical | 8.4% | 11.5% |
Financial Services | 8.9% | 3.8% |
Industrials | 6.0% | 5.3% |
Healthcare | 6.2% | 4.7% |
Consumer Defensive | 1.0% | 1.4% |
Real Estate | 0.6% | 1.0% |
Basic Materials | 0.3% | 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.