SPYV vs SCHG overlap
SPYV and SCHG overlap 29.0% by weight, across 83 shared holdings.
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Top shared holdings
| Holding | SPYV | SCHG | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 7.32% | 9.83% | 7.32% |
| Amazon.COM Inc.AMZN | 3.78% | 5.67% | 3.78% |
| Tesla Inc.TSLA | 1.55% | 3.91% | 1.55% |
| Costco WholesaleCOST | 1.43% | 1.48% | 1.43% |
| Unitedhealth GRPUNH | 1.30% | 1.20% | 1.20% |
| VISA Inc.-Class aV | 0.88% | 1.92% | 0.88% |
| Linde PLCLIN | 0.83% | 0.81% | 0.81% |
| General ElectricGE | 0.65% | 1.18% | 0.65% |
| Thermo FisherTMO | 0.64% | 0.65% | 0.64% |
| Walt Disney Co/TDIS | 0.58% | 0.63% | 0.58% |
| Blackrock Inc.BLK | 0.48% | 0.52% | 0.48% |
| Mastercard Inc.-aMA | 0.47% | 1.40% | 0.47% |
| Salesforce Inc.CRM | 0.44% | 0.62% | 0.44% |
| PALO ALTO NetworPANW | 0.42% | 0.79% | 0.42% |
| Danaher Corp.DHR | 0.41% | 0.40% | 0.40% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: SPYV, SEC Form N-PORT, June 30, 2026; SCHG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPYV | SCHG |
|---|---|---|
| Financial Engines Advisors L.L.C. | $5.0B | $1.3B |
| LPL Financial LLC | $3.2B | $1.3B |
| Envestnet Asset Management Inc. | $261.4M | $2.1B |
| SEI Investments Co | $827K | $1.6B |
| Goldman Sachs Group Inc. | $1.4B | $11.1M |
| Bank of America Corp. | $1.1B | $285.8M |
| Allworth Financial LP | $1.1B | $21.5M |
| Ameriprise Financial Inc. | $460.7M | $542.1M |
| Raymond James Financial Inc. | $424.6M | $574.2M |
| Morgan Stanley | $590.4M | $322.1M |
| Cetera Investment Advisers | $254.5M | $644.2M |
| Vantagepoint Investment Advisers LLC | $261.5M | $577.6M |
| Osaic Holdings, Inc. | $179.9M | $622.6M |
| Mariner, LLC | $95.1M | $653.4M |
| JPMorgan Chase & Co | $401.2M | $275.1M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: SPYV institutional holders, SCHG institutional holders.
Frequently asked questions
How much do SPYV and SCHG overlap?
29.0% by weight, with 83 holdings in common, using holdings for SPYV as of June 30, 2026 and SCHG as of May 31, 2026. The largest shared position is AAPL.
Do institutions hold both SPYV and SCHG?
679 Form 13F filers report positions in both, out of 2,201 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.