State Street® SPDR® Portfolio S&P 500® Growth ETF (SPYG) and Vanguard Morningstar Growth ETF (VUG) share 89 holdings, with roughly 76.2% of their portfolio weight overlapping.
Weight overlap
76.2%
Shared portfolio weight
Shared holdings
89
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 | 14.84% | 12.80% | 2.04%SPYG |
| MSFTMicrosoft | 10.27% | 9.58% | 0.69%SPYG |
| AAPLApple | 6.73% | 12.59% | 5.86%VUG |
| GOOGLAlphabet | 5.47% | 5.79% | 0.32%VUG |
| AVGOBROADCOM | 4.79% | 4.46% | 0.33%SPYG |
| GOOGALPHABET CL C | 4.38% | 4.62% | 0.24%VUG |
| AMZNAMAZON.COM | 3.67% | 5.15% | 1.48%VUG |
| METAMETA PLATFORMS CLASS A | 3.97% | 3.40% | 0.57%SPYG |
| LLYELI LILLY + | 2.49% | 2.72% | 0.23%VUG |
| AMDADVANCED MICRO DEVICES | 2.30% | 2.17% | 0.13%SPYG |
| TSLATESLA | 1.78% | 2.44% | 0.66%VUG |
| LRCXLAM RESEARCH | 1.05% | 1.03% | 0.02%SPYG |
| AMATAPPLIED MATERIALS | 1.01% | 1.13% | 0.12%VUG |
| VVisa | 0.94% | 1.66% | 0.72%VUG |
| MAMASTERCARD A | 0.86% | 1.27% | 0.41%VUG |
| NFLXNETFLIX | 0.90% | 0.85% | 0.05%SPYG |
| PLTRPALANTIR TECHNOLOGIES A | 1.07% | 0.76% | 0.31%SPYG |
| GEVGE VERNOVA | 0.70% | 0.75% | 0.05%VUG |
| KLACKLA | 0.65% | 0.68% | 0.03%VUG |
| ANETARISTA NETWORKS | 0.55% | 0.55% | ≈ even |
| APHAMPHENOL CL A | 0.55% | 0.57% | 0.02%VUG |
| CRWDCROWDSTRIKE HOLDINGS A | 0.60% | 0.53% | 0.07%SPYG |
| SNDKSANDISK | 0.70% | 0.51% | 0.19%SPYG |
| GEGENERAL ELECTRIC | 0.49% | 0.54% | 0.05%VUG |
| WELLWELLTOWER | 0.47% | 0.48% | 0.01%VUG |
| PANWPALO ALTO NETWORKS | 0.43% | 0.77% | 0.34%VUG |
| BKNGBOOKING HOLDINGS | 0.38% | 0.43% | 0.05%VUG |
| ORCLORACLE | 0.38% | 0.63% | 0.25%VUG |
| ISRGINTUITIVE SURGICAL | 0.36% | 0.36% | ≈ even |
| STXSEAGATE TECHNOLOGY HOLDINGS | 0.35% | 0.55% | 0.20%VUG |
| VRTVERTIV HOLDINGS A | 0.27% | 0.27% | ≈ even |
| HWMHOWMET AEROSPACE | 0.26% | 0.33% | 0.07%VUG |
| MRVLMARVELL TECHNOLOGY | 0.26% | 0.48% | 0.22%VUG |
| PWRQUANTA SERVICES | 0.26% | 0.29% | 0.03%VUG |
| APPAPPLOVIN CLASS A | 0.24% | 0.32% | 0.08%VUG |
| NOWSERVICENOW | 0.23% | 0.34% | 0.11%VUG |
| MCDMcDonald's | 0.22% | 0.55% | 0.33%VUG |
| TJXTJX Cos | 0.22% | 0.50% | 0.28%VUG |
| UBERUBER TECHNOLOGIES | 0.41% | 0.22% | 0.19%SPYG |
| DASHDOORDASH A | 0.21% | 0.22% | 0.01%VUG |
| DDOGDATADOG CLASS A | 0.21% | 0.27% | 0.06%VUG |
| BABOEING | 0.20% | 0.49% | 0.29%VUG |
| HLTHILTON WORLDWIDE HOLDINGS IN | 0.20% | 0.22% | 0.02%VUG |
| HOODROBINHOOD MARKETS A | 0.25% | 0.20% | 0.05%SPYG |
| MARMARRIOTT INTERNATIONAL CL A | 0.20% | 0.23% | 0.03%VUG |
| ORLYO REILLY AUTOMOTIVE | 0.20% | 0.22% | 0.02%VUG |
| TDGTRANSDIGM GROUP | 0.18% | 0.21% | 0.03%VUG |
| FTNTFORTINET | 0.17% | 0.30% | 0.13%VUG |
| LITELUMENTUM HOLDINGS | 0.20% | 0.17% | 0.03%SPYG |
| MNSTMONSTER BEVERAGE | 0.17% | 0.20% | 0.03%VUG |
| FIXCOMFORT SYSTEMS USA | 0.16% | 0.18% | 0.02%VUG |
| GLWCORNING | 0.25% | 0.16% | 0.09%SPYG |
| MPWRMONOLITHIC POWER SYSTEMS | 0.16% | 0.20% | 0.04%VUG |
| COHRCOHERENT | 0.16% | 0.15% | 0.01%SPYG |
| CDNSCADENCE DESIGN SYS | 0.14% | 0.28% | 0.14%VUG |
| INTUINTUIT | 0.14% | 0.14% | ≈ even |
| CIENCIENA | 0.13% | 0.16% | 0.03%VUG |
| RCLROYAL CARIBBEAN CRUISES LTD | 0.18% | 0.13% | 0.05%SPYG |
| 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 |
| ABNBAIRBNB CLASS A | 0.09% | 0.19% | 0.10%VUG |
| APOAPOLLO GLOBAL MANAGEMENT | 0.09% | 0.09% | ≈ even |
| AZOAUTOZONE | 0.09% | 0.16% | 0.07%VUG |
| MCOMOODY S | 0.09% | 0.22% | 0.13%VUG |
| TERTERADYNE | 0.09% | 0.18% | 0.09%VUG |
| ADSKAUTODESK | 0.07% | 0.16% | 0.09%VUG |
| AXONAXON ENTERPRISE | 0.07% | 0.13% | 0.06%VUG |
| CVNACARVANA | 0.07% | 0.14% | 0.07%VUG |
| EXPEEXPEDIA GROUP | 0.09% | 0.07% | 0.02%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% | 0.11% | 0.04%VUG |
| VRSNVERISIGN | 0.07% | 0.09% | 0.02%VUG |
| MSCI | 0.06% | 0.13% | 0.07%VUG |
| TTWOTAKE TWO INTERACTIVE SOFTWRE | 0.06% | 0.14% | 0.08%VUG |
| DXCMDEXCOM | 0.05% | 0.11% | 0.06%VUG |
| RMDRESMED | 0.05% | 0.10% | 0.05%VUG |
| WDAYWORKDAY CLASS A | 0.05% | 0.11% | 0.06%VUG |
| YUMYUM BRANDS | 0.05% | 0.13% | 0.08%VUG |
| FSLRFIRST SOLAR | 0.06% | 0.04% | 0.02%SPYG |
| LVSLAS VEGAS SANDS | 0.04% | 0.06% | 0.02%VUG |
| LYVLIVE NATION ENTERTAINMENT IN | 0.04% | 0.10% | 0.06%VUG |
| RDDTReddit Class A | 0.04% | 0.07% | 0.03%VUG |
| FICOFAIR ISAAC | 0.03% | 0.09% | 0.06%VUG |
| MTDMETTLER TOLEDO INTERNATIONAL | 0.03% | 0.10% | 0.07%VUG |
| ROLROLLINS | 0.03% | 0.05% | 0.02%VUG |
| TKOTKO GROUP HOLDINGS | 0.03% | 0.03% | ≈ even |
| VRSKVERISK ANALYTICS | 0.03% | 0.09% | 0.06%VUG |
1–20 of 89
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 | 53.5% | 56.3% |
Communication Services | 15.2% | 15.4% |
Consumer Cyclical | 8.3% | 11.5% |
Financial Services | 9.1% | 4.1% |
Healthcare | 6.1% | 4.6% |
Industrials | 5.5% | 4.8% |
Consumer Defensive | 1.0% | 1.4% |
Real Estate | 0.6% | 1.0% |
Basic Materials | 0.4% | 0.5% |
Utilities | 0.4% | 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.