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ETF comparison

SPYM vs XLG

Both US Large Cap.

State Street SPDR Portfolio S&P 500 ETF · Invesco S&P 500 Top 50 ETF

Holdings overlap

Weighted by ISIN/CUSIP
62.0 %

50 positions appear in both funds. Buying equal dollars of SPYM and XLG would leave roughly 62.0% of each dollar exposed to the same underlying securities.

SPYM unmatched 37.8% Shared 62.0% XLG unmatched 38.0%

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 SPYM only
456 positions
Shared
50 positions
In XLG only
2 positions

Side by side

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%
XLG

Invesco S&P 500 Top 50 ETF

Invesco · US Large Cap

79 composite / 100
Expense ratio
0.20%
Net assets
$11.69B
TTM yield
0.64%
Top-10 conc.
60.1%

Sub-score comparison

98
Cost
80
88
Tax efficiency
89
100
Liquidity
100
62
Concentration
28
—
Tracking quality
—
SPYM sub-score XLG

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

Cost difference

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

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 SPYM vs XLG.

Top shared holdings

50 shared in total
# Holding In SPYM In XLG Overlap
1 NVIDIA Corp 7.51% 12.06% 7.51%
2 Apple Inc 6.59% 11.26% 6.59%
3 Microsoft Corp 4.29% 8.56% 4.29%
4 Amazon.com Inc 3.62% 6.60% 3.62%
5 Alphabet Inc 3.25% 5.18% 3.25%
6 Broadcom Inc 2.77% 4.57% 2.77%
7 Alphabet Inc 2.59% 4.18% 2.59%
8 Micron Technology Inc 2.02% 2.30% 2.02%
9 Meta Platforms Inc 1.92% 3.03% 1.92%
10 Tesla Inc 1.83% 2.17% 1.83%
11 Eli Lilly & Co 1.47% 2.25% 1.47%
12 Advanced Micro Devices Inc 1.47% 1.93% 1.47%

Only in SPYM

456 total
  • Exxon Mobil Corp 0.88%
  • Palo Alto Networks Inc 0.43%
  • Marvell Technology Inc 0.40%
  • RTX Corp 0.40%
  • Citigroup Inc 0.37%
  • Western Digital Corp 0.34%
  • Amphenol Corp 0.34%
  • Seagate Technology Holdings PLC 0.34%
  • Corning Inc 0.31%
  • Amgen Inc 0.30%

Only in XLG

2 total
  • ExxonMobil Holdings Corp. 1.60%
  • Invesco Government & Agency Portfolio 0.03%

Percentages are holdings overlap with the named fund.

Open SPYM or XLG 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.