SPLG vs VTV: 44% overlap

SPDR Portfolio S&P 500 ETF (now SPYM) and Vanguard Value ETF share 44.2% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
1.6Effective Funds

You would hold two tickers and get the diversification of 1.6. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
44.2%
SPLG expense ratio
0.02%
VTV expense ratio
0.03%

Top shared holdings

SPLG and VTV hold 297 of the same securities. The ten contributing most to the overlap figure:

Holdingin SPLGin VTVΔ
MU1.8%4.9%3.1%
JPM1.5%3.1%1.6%
BRK-B1.4%2.9%1.5%
XOM1.0%2.1%1.1%
JNJ1.0%2.3%1.3%
WMT0.7%1.9%1.1%
INTC0.7%1.1%0.3%
ABBV0.7%1.7%1.0%
CSCO0.7%1.6%0.9%
CAT0.6%1.8%1.2%

Where SPLG and VTV differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorSPLGVTVΔ
Information Technology37.5%14.1%+23.4pp
Financials12.4%22.1%9.7pp
Communication Services9.3%2.9%+6.4pp
Industrials8.9%15.0%6.1pp
Health Care9.1%15.1%6.0pp
Consumer Discretionary8.7%3.9%+4.8pp
Consumer Staples4.6%8.7%4.1pp
Energy3.4%6.8%3.5pp

Δ is SPLG minus VTV, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in SPLG
209 positions

55.8% of SPLG by weight, held in no part of VTV.

Only in VTV
12 positions

1.4% of VTV by weight, held in no part of SPLG.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

SPLGVTV
Top 10 holdings36.9%23.6%
Positions held507309
Cost per $10,000 held, per year$2$3

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do SPLG and VTV overlap?

SPLG and VTV overlap 44.2% by portfolio weight — moderate overlap. They share 297 holdings. The figure comes from current issuer holdings files (SPLG as of 2026-07-23, VTV as of 2026-06-30).

How is the overlap between SPLG and VTV calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If SPLG holds a stock at 6% and VTV holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both SPLG and VTV?

That depends on your goals — we state facts, not advice. At 44.2% overlap, each fund still contributes meaningfully distinct exposure.

What does SPLG own that VTV doesn't?

SPLG holds 507 positions and VTV holds 309; 209 of SPLG's positions don't appear in VTV at all, and they are 55.8% of SPLG by weight.

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Sources: issuer holdings files, SPLG as of 2026-07-23, VTV as of 2026-06-30. Weights are fractions of each fund. Diagnostics, not advice.