SCHB vs SPY: how much do they overlap?

Schwab U.S. Broad Market ETF (SCHB) · SPDR S&P 500 ETF Trust (SPY)

84.8%

overlap by weight · 494 shared holdings

SCHB: 2403 holdings (as of 2026-02-28) · SPY: 504 holdings (as of 09-Jul-2026)

Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.

High overlap

What this means

SCHB and SPY are largely the same portfolio. Holding both adds little diversification — most dollars end up in the same underlying stocks.

Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.

Top shared holdings

CompanyTickerin SCHBin SPY
NVIDIA Corp NVDA 6.47% 7.57%
Apple Inc AAPL 5.87% 7.16%
Microsoft Corp MSFT 4.39% 4.4%
Amazon.com Inc AMZN 3.07% 3.73%
Alphabet Inc GOOGL 2.73% 3.24%
Broadcom Inc AVGO 2.27% 2.93%
Alphabet Inc GOOG 2.18% 2.6%
Meta Platforms Inc META 2.12% 2.14%
Tesla Inc TSLA 1.7% 1.76%
Berkshire Hathaway Inc BRK.B 1.39% 1.4%

FAQ

How much do SCHB and SPY overlap?

SCHB and SPY have a 84.8% overlap by weight, sharing 494 holdings (out of 2403 in SCHB and 504 in SPY), based on official issuer holdings as of 2026-02-28.

What does 84.8% overlap mean?

SCHB and SPY are largely the same portfolio. Holding both adds little diversification — most dollars end up in the same underlying stocks.

Which stocks do SCHB and SPY both hold?

The largest shared positions are NVIDIA Corp, Apple Inc, Microsoft Corp, Amazon.com Inc, Alphabet Inc. The full list of top shared holdings with weights in each fund is shown on this page.

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