ETF comparison
DSI vs SPY
US Total Market vs US Large Cap.
iShares ESG MSCI KLD 400 ETF · State Street SPDR S&P 500 ETF Trust
Holdings overlap
275 positions appear in both funds. Buying equal dollars of DSI and SPY would leave roughly 52.8% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SPY is 16 bps cheaper than DSI. On a $100,000 position that's about $156/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 SPY.
Top shared holdings
275 shared in total| # | Holding | In DSI | In SPY | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 14.44% | 7.44% | 7.44% |
| 2 | MICROSOFT CORPORATION | 8.58% | 4.44% | 4.44% |
| 3 | ALPHABET INC. | 6.67% | 3.29% | 3.29% |
| 4 | ALPHABET INC. | 5.54% | 2.63% | 2.63% |
| 5 | TESLA, INC. | 3.21% | 1.86% | 1.86% |
| 6 | ADVANCED MICRO DEVICES, INC. | 1.72% | 1.37% | 1.37% |
| 7 | INTEL CORPORATION | 1.27% | 0.93% | 0.93% |
| 8 | VISA INC. | 1.66% | 0.91% | 0.91% |
| 9 | APPLIED MATERIALS, INC. | 0.93% | 0.80% | 0.80% |
| 10 | LAM RESEARCH CORPORATION | 0.96% | 0.76% | 0.76% |
| 11 | CISCO SYSTEMS, INC. | 1.08% | 0.72% | 0.72% |
| 12 | CATERPILLAR INC. | 1.24% | 0.71% | 0.71% |
Only in DSI
125 total- CHENIERE ENERGY, INC. 0.18%
- FERGUSON ENTERPRISES INC. 0.16%
- TECHNIPFMC PLC 0.09%
- TWILIO INC. 0.07%
- MONGODB, INC. 0.06%
- ILLUMINA, INC. 0.06%
- JONES LANG LASALLE INCORPORATED 0.04%
- LINCOLN ELECTRIC HOLDINGS, INC. 0.04%
- TRANSUNION 0.04%
- ZSCALER, INC. 0.04%
Only in SPY
229 total- APPLE INC 6.72%
- AMAZON.COM INC 3.68%
- BROADCOM INC 2.72%
- META PLATFORMS INC CLASS A 2.09%
- MICRON TECHNOLOGY INC 1.81%
- ELI LILLY + CO 1.47%
- BERKSHIRE HATHAWAY INC CL B 1.42%
- JPMORGAN CHASE + CO 1.39%
- JOHNSON + JOHNSON 0.95%
- EXXONMOBIL HOLDINGS CORP 0.88%
Open DSI or SPY 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.