SPYD vs XLF: how much do they overlap?

SPDR Portfolio S&P 500 High Dividend ETF (SPYD) · Financial Select Sector SPDR ETF (XLF)

5%

overlap by weight · 10 shared holdings

SPYD: 79 holdings (as of 09-Jul-2026) · XLF: 77 holdings (as of 09-Jul-2026)

Low overlap

What this means

SPYD and XLF hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.

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 SPYDin XLF
Us Bancorp USB 1.33% 1.22%
Truist Financial Corp TFC 1.22% 0.82%
Fifth Third Bancorp FITB 1.27% 0.65%
Prudential Financial Inc PRU 1.25% 0.51%
Huntington Bancshares Inc HBAN 1.13% 0.46%
Regions Financial Corp RF 1.27% 0.33%
T Rowe Price Group Inc TROW 1.31% 0.32%
Principal Financial Group PFG 1.46% 0.28%
Keycorp KEY 1.27% 0.27%
Franklin Resources Inc BEN 1.58% 0.13%

FAQ

How much do SPYD and XLF overlap?

SPYD and XLF have a 5% overlap by weight, sharing 10 holdings (out of 79 in SPYD and 77 in XLF), based on official issuer holdings as of 09-Jul-2026.

What does 5% overlap mean?

SPYD and XLF hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.

Which stocks do SPYD and XLF both hold?

The largest shared positions are Us Bancorp, Truist Financial Corp, Fifth Third Bancorp, Prudential Financial Inc, Huntington Bancshares Inc. The full list of top shared holdings with weights in each fund is shown on this page.

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