ETF comparison
OEF vs SPHB
Both US Large Cap.
Holdings overlap
20 positions appear in both funds. Buying equal dollars of OEF and SPHB would leave roughly 17.0% 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
OEF is 5 bps cheaper than SPHB. On a $100,000 position that's about $50/yr more in fees for SPHB.
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 OEF vs SPHB.
Top shared holdings
20 shared in total| # | Holding | In OEF | In SPHB | Overlap |
|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY INC | 2.81% | 1.92% | 1.92% |
| 2 | ADVANCED MICRO DEVICES INC | 2.05% | 1.50% | 1.50% |
| 3 | TESLA INC | 2.56% | 1.20% | 1.20% |
| 4 | APPLIED MATERIALS INC | 1.24% | 1.19% | 1.19% |
| 5 | LAM RESEARCH CORP | 1.17% | 1.45% | 1.17% |
| 6 | INTEL CORP | 1.43% | 1.14% | 1.14% |
| 7 | BROADCOM INC | 3.86% | 1.10% | 1.10% |
| 8 | NVIDIA CORP | 10.47% | 0.94% | 0.94% |
| 9 | META PLATFORMS INC | 2.67% | 0.88% | 0.88% |
| 10 | AMAZON.COM INC | 5.04% | 0.79% | 0.79% |
| 11 | CATERPILLAR INC | 1.06% | 0.78% | 0.78% |
| 12 | GE VERNOVA INC | 0.68% | 0.82% | 0.68% |
Only in OEF
82 total- APPLE INC 9.18%
- MICROSOFT CORP 5.99%
- ALPHABET INC 4.53%
- ALPHABET INC 3.61%
- ELI LILLY & COMPANY 2.05%
- BERKSHIRE HATHAWAY INC 1.98%
- JP MORGAN CHASE & COMPANY 1.89%
- JOHNSON & JOHNSON 1.32%
- VISA INC 1.23%
- EXXONMOBIL HOLDINGS CORP 1.22%
Only in SPHB
81 total- Sandisk Corp. 2.20%
- Super Micro Computer, Inc. 1.96%
- Robinhood Markets, Inc. 1.95%
- AppLovin Corp. 1.71%
- Coinbase Global, Inc. 1.62%
- Dell Technologies Inc. 1.57%
- Coherent Corp. 1.53%
- United Airlines Holdings, Inc. 1.38%
- Teradyne, Inc. 1.35%
- Western Digital Corp. 1.33%
Related comparisons
More comparisons with OEF
More comparisons with SPHB
- SPHB vs XLG · Invesco S&P 500 Top 50 ETF 16.8%
- SPHB vs FNDX · Schwab Fundamental U.S. Large Company ETF 16.4%
- SPHB vs VTV · Vanguard Morningstar Value ETF 14.1%
- SPHB vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 13.3%
- SPHB vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 12.2%
- SPHB vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 11.5%
Percentages are holdings overlap with the named fund.
Open OEF or SPHB 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.