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ETF comparison

IWY vs SPYM

US Large Cap Growth vs US Large Cap.

iShares Russell Top 200 Growth ETF · State Street SPDR Portfolio S&P 500 ETF

Holdings overlap

Weighted by ISIN/CUSIP
54.8 %

95 positions appear in both funds. Buying equal dollars of IWY and SPYM would leave roughly 54.8% of each dollar exposed to the same underlying securities.

IWY unmatched 45.0% Shared 54.8% SPYM unmatched 45.0%

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 IWY only
6 positions
Shared
95 positions
In SPYM only
411 positions

Side by side

IWY

iShares Russell Top 200 Growth ETF

iShares · US Large Cap Growth

79 composite / 100
Expense ratio
0.20%
Net assets
$16.42B
TTM yield
0.34%
Top-10 conc.
59.5%
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

80
Cost
98
90
Tax efficiency
88
100
Liquidity
100
29
Concentration
62
—
Tracking quality
—
IWY sub-score SPYM

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

Cost difference

SPYM is 18 bps cheaper than IWY. On a $100,000 position that's about $180/yr more in fees for IWY.

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 IWY vs SPYM.

Top shared holdings

95 shared in total
# Holding In IWY In SPYM Overlap
1 NVIDIA CORP 14.16% 7.51% 7.51%
2 APPLE INC 7.14% 6.59% 6.59%
3 MICROSOFT CORP 4.56% 4.29% 4.29%
4 ALPHABET INC 6.37% 3.25% 3.25%
5 BROADCOM INC 5.64% 2.77% 2.77%
6 ALPHABET INC 5.14% 2.59% 2.59%
7 MICRON TECHNOLOGY INC 4.87% 2.02% 2.02%
8 META PLATFORMS INC 3.68% 1.92% 1.92%
9 TESLA INC 4.59% 1.83% 1.83%
10 ELI LILLY & COMPANY 3.35% 1.47% 1.47%
11 ADVANCED MICRO DEVICES INC 3.25% 1.47% 1.47%
12 APPLIED MATERIALS INC 1.97% 0.89% 0.89%

Only in IWY

6 total
  • SPACE EXPLORATION TECHNOLOGIES CORP 0.28%
  • BLOOM ENERGY CORP 0.28%
  • SPOTIFY TECHNOLOGY SA 0.25%
  • NU HOLDINGS LTD 0.16%
  • BROOKFIELD ASSET MANAGEMENT LTD 0.05%
  • SOUTHERN COPPER CORP 0.01%

Only in SPYM

411 total
  • Berkshire Hathaway Inc 1.42%
  • JPMorgan Chase & Co 1.36%
  • Intel Corp 1.02%
  • Johnson & Johnson 0.95%
  • Exxon Mobil Corp 0.88%
  • Cisco Systems Inc 0.72%
  • UnitedHealth Group Inc 0.58%
  • Procter & Gamble Co/The 0.53%
  • Merck & Co Inc 0.49%
  • Chevron Corp 0.48%

Percentages are holdings overlap with the named fund.

Open IWY 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.