ETF comparison
DSIvsSPYM
US Total Market vs US Large Cap.
iShares ESG MSCI KLD 400 ETF · State Street SPDR Portfolio S&P 500 ETF
Holdings overlap
276 positions appear in both funds. Buying equal dollars of DSI and SPYM would leave roughly52.9%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
SPYM is 23 bps cheaper than DSI. On a $100,000 position that's about $230/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 thecost calculator pre-filled with DSI vs SPYM.
Top shared holdings
276 shared in total| # | Holding | In DSI | In SPYM | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 14.44% | 7.51% | 7.51% |
| 2 | MICROSOFT CORPORATION | 8.58% | 4.29% | 4.29% |
| 3 | ALPHABET INC. | 6.67% | 3.25% | 3.25% |
| 4 | ALPHABET INC. | 5.54% | 2.59% | 2.59% |
| 5 | TESLA, INC. | 3.21% | 1.83% | 1.83% |
| 6 | ADVANCED MICRO DEVICES, INC. | 1.72% | 1.47% | 1.47% |
| 7 | INTEL CORPORATION | 1.27% | 1.02% | 1.02% |
| 8 | APPLIED MATERIALS, INC. | 0.93% | 0.89% | 0.89% |
| 9 | VISA INC. | 1.66% | 0.88% | 0.88% |
| 10 | LAM RESEARCH CORPORATION | 0.96% | 0.84% | 0.84% |
| 11 | CATERPILLAR INC. | 1.24% | 0.76% | 0.76% |
| 12 | CISCO SYSTEMS, INC. | 1.08% | 0.72% | 0.72% |
Only in DSI
124 total- CHENIERE ENERGY, INC.0.18%
- FERGUSON ENTERPRISES INC.0.16%
- TECHNIPFMC PLC0.09%
- TWILIO INC.0.07%
- MONGODB, INC.0.06%
- ILLUMINA, INC.0.06%
- JONES LANG LASALLE INCORPORATED0.04%
- LINCOLN ELECTRIC HOLDINGS, INC.0.04%
- TRANSUNION0.04%
- ZSCALER, INC.0.04%
Only in SPYM
231 total- Apple Inc6.59%
- Amazon.com Inc3.62%
- Broadcom Inc2.77%
- Micron Technology Inc2.02%
- Meta Platforms Inc1.92%
- Eli Lilly & Co1.47%
- Berkshire Hathaway Inc1.42%
- JPMorgan Chase & Co1.36%
- Johnson & Johnson0.95%
- Exxon Mobil Corp0.88%
Open DSI or SPYM 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 methodologyand 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.