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ETF comparison

IWB vs SPYM

Both US Large Cap.

iShares Russell 1000 ETF · State Street SPDR Portfolio S&P 500 ETF

Holdings overlap

Weighted by ISIN/CUSIP
91.7 %

500 positions appear in both funds. Buying equal dollars of IWB and SPYM would leave roughly 91.7% of each dollar exposed to the same underlying securities.

IWB unmatched 8.1% Shared 91.7% SPYM unmatched 8.1%

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.

In IWB only
524 positions
Shared
500 positions
In SPYM only
6 positions

Side by side

IWB

iShares Russell 1000 ETF

iShares · US Large Cap

87 composite / 100
Expense ratio
0.15%
Net assets
$48.56B
TTM yield
0.92%
Top-10 conc.
33.4%
SPYM

State Street SPDR Portfolio S&P 500 ETF

State Street · US Large Cap

91 composite / 100
Expense ratio
0.020%
Net assets
$173.63B
TTM yield
1.02%
Top-10 conc.
36.4%

Sub-score comparison

85
Cost
98
89
Tax efficiency
88
100
Liquidity
100
67
Concentration
62
—
Tracking quality
—
IWB sub-score SPYM

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SPYM is 13 bps cheaper than IWB. On a $100,000 position that's about $130/yr more in fees for IWB.

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 IWB vs SPYM.

Top shared holdings

500 shared in total
# Holding In IWB In SPYM Overlap
1 NVIDIA CORPORATION 6.72% 7.51% 6.72%
2 APPLE INC. 6.03% 6.59% 6.03%
3 MICROSOFT CORPORATION 3.99% 4.29% 3.99%
4 AMAZON.COM, INC. 3.33% 3.62% 3.33%
5 ALPHABET INC. 3.00% 3.25% 3.00%
6 BROADCOM INC. 2.53% 2.77% 2.53%
7 ALPHABET INC. 2.42% 2.59% 2.42%
8 MICRON TECHNOLOGY, INC. 1.87% 2.02% 1.87%
9 META PLATFORMS, INC. 1.78% 1.92% 1.78%
10 TESLA, INC. 1.77% 1.83% 1.77%
11 ELI LILLY AND COMPANY 1.38% 1.47% 1.38%
12 ADVANCED MICRO DEVICES, INC. 1.36% 1.47% 1.36%

Only in IWB

524 total
  • SPACE EXPLORATION TECHNOLOGIES CORP. 0.13%
  • SNOWFLAKE INC. 0.12%
  • BLOOM ENERGY CORPORATION 0.12%
  • CLOUDFLARE, INC. 0.11%
  • Astera Labs, Inc 0.11%
  • SPOTIFY TECHNOLOGY S.A. 0.10%
  • ROCKET LAB CORPORATION 0.08%
  • CHENIERE ENERGY, INC. 0.07%
  • Nu Holdings Ltd. 0.07%
  • FERGUSON ENTERPRISES INC. 0.07%

Only in SPYM

6 total
  • Seagate Technology Holdings PLC 0.34%
  • NXP Semiconductors NV 0.11%
  • TE Connectivity PLC 0.09%
  • Erie Indemnity Co 0.01%
  • Paramount Skydance Corp 0.00%
  • CONTRA WALGREENS BOOTS 0.00%

Percentages are holdings overlap with the named fund.

Open IWB 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 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.