ETF comparison
DSI vs SPTM
Both US Total Market.
iShares ESG MSCI KLD 400 ETF · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
Holdings overlap
387 positions appear in both funds. Buying equal dollars of DSI and SPTM would leave roughly 50.2% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SPTM is 22 bps cheaper than DSI. On a $100,000 position that's about $220/yr more in fees for DSI.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with DSI vs SPTM.
Top shared holdings
387 shared in total| # | Holding | In DSI | In SPTM | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 13.42% | 6.92% | 6.92% |
| 2 | MICROSOFT CORPORATION | 9.49% | 3.96% | 3.96% |
| 3 | ALPHABET INC. | 6.00% | 2.99% | 2.99% |
| 4 | ALPHABET INC. | 4.77% | 2.38% | 2.38% |
| 5 | TESLA, INC. | 2.54% | 1.69% | 1.69% |
| 6 | ADVANCED MICRO DEVICES, INC. | 2.25% | 1.35% | 1.35% |
| 7 | INTEL CORPORATION | 1.15% | 0.94% | 0.94% |
| 8 | VISA INC. | 1.78% | 0.82% | 0.82% |
| 9 | APPLIED MATERIALS, INC. | 1.17% | 0.82% | 0.82% |
| 10 | LAM RESEARCH CORPORATION | 1.06% | 0.77% | 0.77% |
| 11 | CATERPILLAR INC. | 1.10% | 0.70% | 0.70% |
| 12 | CISCO SYSTEMS, INC. | 1.33% | 0.67% | 0.67% |
Only in DSI
15 total- CHENIERE ENERGY, INC. 0.16%
- FERGUSON ENTERPRISES INC. 0.13%
- MONGODB, INC. 0.08%
- ROYALTY PHARMA PLC 0.07%
- ATLASSIAN CORPORATION 0.05%
- ZSCALER, INC. 0.05%
- RIVIAN AUTOMOTIVE, INC. 0.04%
- HUBSPOT, INC. 0.03%
- U-Haul Holding Company 0.02%
- Oklo Inc 0.02%
Only in SPTM
1,121 total- Apple Inc 6.07%
- Amazon.com Inc 3.33%
- Broadcom Inc 2.56%
- Micron Technology Inc 1.86%
- Meta Platforms Inc 1.76%
- Eli Lilly & Co 1.35%
- Berkshire Hathaway Inc 1.31%
- JPMorgan Chase & Co 1.25%
- Johnson & Johnson 0.88%
- Exxon Mobil Corp 0.81%
Related comparisons
More comparisons with DSI
- DSI vs SCHK · Schwab 1000 ETF 50.1%
- DSI vs DFUS · Dimensional U.S. Equity Market ETF 48.5%
- DSI vs SCHB · Schwab U.S. Broad Market ETF 48.4%
- DSI vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 48.2%
- DSI vs DFAU · Dimensional US Core Equity Market ETF 48.1%
- DSI vs VTHR · Vanguard Russell 3000 Index Fund ETF Shares 48.0%
More comparisons with SPTM
- SPTM vs DGRO · iShares Core Dividend Growth ETF 41.0%
- SPTM vs VTV · Vanguard Morningstar Value ETF 40.2%
- SPTM vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 38.8%
- SPTM vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 33.4%
- SPTM vs VO · Vanguard Morningstar Mid-Cap ETF 15.1%
- SPTM vs VB · Vanguard Morningstar Small-Cap ETF 10.4%
Percentages are holdings overlap with the named fund.
Open DSI or SPTM at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.