SPY vs IWM Overlap Analysis

Comparing SPDR S&P 500 ETF Trust and iShares Russell 2000 ETF

Holdings Overlap
0.00%
Very Low Overlap
Shared Holdings
0 of 504
Complete portfolio analysis
Calculation Method
Min Weight
Weighted intersection

Visual Overlap

SPY
IWM
0.0%
SPY Only
Overlap
IWM Only

⚔️Head-to-Head Comparison

10 - 7

🏆 SPY wins this comparison

Key Factors

💰 Expense Ratio
SPY:0.09%
vs
IWM:0.19%
🎯 Number of Holdings
SPY:503 holdings
vs
IWM:1,983 holdings
📈 5-Year Return
SPY:+15.8%
vs
IWM:+10.5%
Additional Metrics (5)
⚖️ Concentration Risk
SPY: 39.8% in top 10
IWM: 5.3% in top 10
📊 Assets Under Management
SPY: $450B ✓
IWM: $60B ✓
Sharpe Ratio
SPY: 0.82
IWM: 0.38
📉 Volatility
SPY: 18.2%
IWM: 24.8%
🔍 Uniqueness vs SPY
SPY: 0.0% unique
IWM: 100.0% unique

Bottom line: SPY wins with better expense ratio and 5-year return. Consider SPY for your portfolio, but IWM is still a solid choice if you prefer its specific advantages.

Shared Holdings (0 of 504 analyzed)

SPY & IWM Intersection

SymbolNameSPYIWMMin

Min Weight: The minimum weight between the two ETFs for each shared holding. This represents the true overlap contribution.

Data sourced from official fund providers. Showing top holdings for educational analysis.

Top Holdings Only in SPY

Unique to SPY

SymbolNameWeight
NVDANVDA7.59%
AAPLAAPL7.28%
MSFTMSFT6.24%
AMZNAMZN3.90%
GOOGLGOOGL3.15%

Top Holdings Only in IWM

Unique to IWM

SymbolNameWeight
CRDOCREDO TECHNOLOGY GROUP HOLDING LTD0.86%
BEBLOOM ENERGY CLASS A CORP0.80%
FNFABRINET0.62%
IONQIONQ INC0.51%
NXTNEXTPOWER INC CLASS A0.44%

Price Correlation

How We Calculate Overlap

We use the minimum weight method with normalization to calculate portfolio overlap:

Overlap = Σ min(weightA, weightB) for each shared holding

Normalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).

Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.

📊 This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.

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