Schwab S&P 500 Index Fund (SWPPX) and Schwab Total Stock Market Index Fund (SWTSX) share 501 holdings, with roughly 88.7% of their portfolio weight overlapping.
Both funds' holdings are as of July 31, 2026.
Fund pages: SWPPX (Schwab S&P 500 Index Fund) · SWTSX (Schwab Total Stock Market Index Fund)
Weight overlap
88.7%
Shared portfolio weight
Shared holdings
501
Securities in both funds
Funds
SWPPX · SWTSX
Compared side by side
Interactive charts, sector exposure, combined allocation, and the full overlap heatmap.
Every holding both funds own, ranked by shared exposure (how much of the position they hold in common). The weight gap shows which fund tilts more heavily into it.
| Holding | In SWPPX | In SWTSX | Weight gap |
|---|---|---|---|
| NVDANVIDIA | 7.55% | 6.71% | 0.84%SWPPX |
| AAPLAPPLE | 7.05% | 6.26% | 0.79%SWPPX |
| MSFTMICROSOFT | 5.36% | 4.76% | 0.60%SWPPX |
| AMZNAMAZON.COM | 4.13% | 3.67% | 0.46%SWPPX |
| GOOGLALPHABET | 3.24% | 2.88% | 0.36%SWPPX |
| AVGOBROADCOM | 2.86% | 2.54% | 0.32%SWPPX |
| GOOGALPHABET CL C | 2.62% | 2.33% | 0.29%SWPPX |
| METAMETA PLATFORMS | 1.90% | 1.69% | 0.21%SWPPX |
| JPMJPMORGAN CHASE | 1.46% | 1.30% | 0.16%SWPPX |
| BRK.BBERKSHIRE HATHAWAY | 1.46% | 1.29% | 0.17%SWPPX |
| MUMICRON TECHNOLOGY | 1.44% | 1.28% | 0.16%SWPPX |
| LLYELI LILLY | 1.41% | 1.25% | 0.16%SWPPX |
| TSLATESLA | 1.36% | 1.21% | 0.15%SWPPX |
| AMDADVANCED MICRO DEVICES | 1.21% | 1.07% | 0.14%SWPPX |
| XOMEXXON MOBIL | 1.00% | 0.89% | 0.11%SWPPX |
| JNJJOHNSON + JOHNSON | 0.96% | 0.85% | 0.11%SWPPX |
| VVISA | 0.94% | 0.84% | 0.10%SWPPX |
| WMTWALMART | 0.76% | 0.67% | 0.09%SWPPX |
| MAMASTERCARD | 0.72% | 0.64% | 0.08%SWPPX |
| CSCOCISCO SYSTEMS | 0.71% | 0.63% | 0.08%SWPPX |
| ABBVABBVIE | 0.69% | 0.61% | 0.08%SWPPX |
| INTCINTEL | 0.66% | 0.59% | 0.07%SWPPX |
| COSTCOSTCO WHOLESALE | 0.66% | 0.58% | 0.08%SWPPX |
| BACBANK OF AMERICA | 0.63% | 0.56% | 0.07%SWPPX |
| AMATAPPLIED MATERIALS | 0.63% | 0.56% | 0.07%SWPPX |
| UNHUNITEDHEALTH GROUP | 0.58% | 0.52% | 0.06%SWPPX |
| GEGENERAL ELECTRIC | 0.58% | 0.52% | 0.06%SWPPX |
| CATCATERPILLAR | 0.58% | 0.52% | 0.06%SWPPX |
| CVXCHEVRON | 0.57% | 0.51% | 0.06%SWPPX |
| LRCXLAM RESEARCH | 0.57% | 0.51% | 0.06%SWPPX |
| KOCOCA-COLA | 0.53% | 0.47% | 0.06%SWPPX |
| PGPROCTER & GAMBLE | 0.52% | 0.46% | 0.06%SWPPX |
| HDHOME DEPOT | 0.51% | 0.46% | 0.05%SWPPX |
| MRKMERCK | 0.50% | 0.44% | 0.06%SWPPX |
| NFLXNETFLIX | 0.47% | 0.42% | 0.05%SWPPX |
| GSGOLDMAN SACHS GROUP | 0.47% | 0.41% | 0.06%SWPPX |
| PMPHILIP MORRIS INTERNATIONAL | 0.46% | 0.41% | 0.05%SWPPX |
| RTX | 0.45% | 0.40% | 0.05%SWPPX |
| PLTRPALANTIR TECHNOLOGIES A | 0.44% | 0.39% | 0.05%SWPPX |
| PANWPALO ALTO NETWORKS | 0.42% | 0.37% | 0.05%SWPPX |
| GEVGE VERNOVA | 0.41% | 0.37% | 0.04%SWPPX |
| WFCWELLS FARGO & | 0.41% | 0.36% | 0.05%SWPPX |
| MSMORGAN STANLEY | 0.39% | 0.35% | 0.04%SWPPX |
| TXNTEXAS INSTRUMENTS | 0.39% | 0.35% | 0.04%SWPPX |
| KLACKLA | 0.37% | 0.33% | 0.04%SWPPX |
| CCITIGROUP | 0.35% | 0.31% | 0.04%SWPPX |
| LINLINDE | 0.34% | 0.31% | 0.03%SWPPX |
| ORCLORACLE | 0.34% | 0.30% | 0.04%SWPPX |
| TMOTHERMO FISHER SCIENTIFIC | 0.33% | 0.29% | 0.04%SWPPX |
| IBMINTERNATIONAL BUSINESS MACHINES | 0.33% | 0.29% | 0.04%SWPPX |
| AMGNAMGEN | 0.32% | 0.29% | 0.03%SWPPX |
| APHAMPHENOL | 0.31% | 0.27% | 0.04%SWPPX |
| VZVERIZON COMMUNICATIONS | 0.30% | 0.27% | 0.03%SWPPX |
| CRWDCROWDSTRIKE HOLDINGS | 0.30% | 0.27% | 0.03%SWPPX |
| STXSEAGATE TECHNOLOGY HOLDINGS | 0.30% | 0.26% | 0.04%SWPPX |
| MCDMcDonald's | 0.30% | 0.26% | 0.04%SWPPX |
| PEPPEPSICO | 0.30% | 0.26% | 0.04%SWPPX |
| WDCWESTERN DIGITAL | 0.29% | 0.26% | 0.03%SWPPX |
| ANETARISTA NETWORKS | 0.29% | 0.26% | 0.03%SWPPX |
| ABTABBOTT LABORATORIES | 0.29% | 0.25% | 0.04%SWPPX |
| NEENEXTERA ENERGY | 0.28% | 0.25% | 0.03%SWPPX |
| SNDKSANDISK | 0.28% | 0.25% | 0.03%SWPPX |
| ADIANALOG DEVICES | 0.28% | 0.25% | 0.03%SWPPX |
| AXPAMERICAN EXPRESS | 0.28% | 0.25% | 0.03%SWPPX |
| TJXTJX Cos | 0.27% | 0.24% | 0.03%SWPPX |
| UNPUNION PACIFIC | 0.27% | 0.24% | 0.03%SWPPX |
| SCHWSCHWAB (CHARLES) | 0.27% | 0.24% | 0.03%SWPPX |
| BABOEING | 0.26% | 0.23% | 0.03%SWPPX |
| DISWALT DISNEY | 0.26% | 0.23% | 0.03%SWPPX |
| WELLWELLTOWER OP | 0.26% | 0.23% | 0.03%SWPPX |
| MRVLMARVELL TECHNOLOGY | 0.26% | 0.23% | 0.03%SWPPX |
| GILDGILEAD SCIENCES | 0.25% | 0.22% | 0.03%SWPPX |
| TAT+T | 0.25% | 0.22% | 0.03%SWPPX |
| ETNEATON | 0.25% | 0.22% | 0.03%SWPPX |
| BLKBlackRock Finance Inc | 0.24% | 0.22% | 0.02%SWPPX |
| QCOMQUALCOMM | 0.24% | 0.21% | 0.03%SWPPX |
| CRMSALESFORCE | 0.23% | 0.21% | 0.02%SWPPX |
| BKNGBOOKING HOLDINGS | 0.23% | 0.21% | 0.02%SWPPX |
| DEDEERE + | 0.23% | 0.21% | 0.02%SWPPX |
| COPCONOCOPHILLIPS | 0.23% | 0.20% | 0.03%SWPPX |
| UBERUBER TECHNOLOGIES | 0.22% | 0.20% | 0.02%SWPPX |
| PFEPFIZER | 0.22% | 0.20% | 0.02%SWPPX |
| PLDPROLOGIS LP | 0.21% | 0.19% | 0.02%SWPPX |
| CVSCVS HEALTH | 0.21% | 0.18% | 0.03%SWPPX |
| BMYBRISTOL-MYERS SQUIBB | 0.21% | 0.18% | 0.03%SWPPX |
| COFCAPITAL ONE NA | 0.20% | 0.18% | 0.02%SWPPX |
| CBCHUBB LTD | 0.20% | 0.17% | 0.03%SWPPX |
| ISRGINTUITIVE SURGICAL | 0.19% | 0.17% | 0.02%SWPPX |
| SPGIS+P GLOBAL | 0.19% | 0.17% | 0.02%SWPPX |
| PGRPROGRESSIVE | 0.19% | 0.17% | 0.02%SWPPX |
| PHPARKER HANNIFIN | 0.19% | 0.17% | 0.02%SWPPX |
| DHRDANAHER | 0.19% | 0.17% | 0.02%SWPPX |
| VRTXVERTEX PHARMACEUTICALS | 0.19% | 0.17% | 0.02%SWPPX |
| SBUXSTARBUCKS | 0.19% | 0.17% | 0.02%SWPPX |
| LMTLOCKHEED MARTIN | 0.18% | 0.16% | 0.02%SWPPX |
| DELL | 0.18% | 0.16% | 0.02%SWPPX |
| LOWLOWE S COS | 0.18% | 0.16% | 0.02%SWPPX |
| NOWSERVICENOW | 0.18% | 0.16% | 0.02%SWPPX |
| MOALTRIA GROUP | 0.18% | 0.16% | 0.02%SWPPX |
| HWMHOWMET AEROSPACE | 0.18% | 0.16% | 0.02%SWPPX |
| SYKSTRYKER | 0.17% | 0.15% | 0.02%SWPPX |
| MDTMEDTRONIC | 0.17% | 0.15% | 0.02%SWPPX |
| GLWCORNING | 0.17% | 0.15% | 0.02%SWPPX |
| BNYBANK OF NEW YORK MELLON | 0.17% | 0.15% | 0.02%SWPPX |
| SOSOUTHERN POWER | 0.17% | 0.15% | 0.02%SWPPX |
| ADPAUTOMATIC DATA PROCESSING | 0.17% | 0.15% | 0.02%SWPPX |
| APPAPPLOVIN | 0.17% | 0.15% | 0.02%SWPPX |
| MCKMCKESSON | 0.16% | 0.14% | 0.02%SWPPX |
| ACNACCENTURE CL A | 0.16% | 0.14% | 0.02%SWPPX |
| ADBEADOBE | 0.16% | 0.14% | 0.02%SWPPX |
| FTNTFORTINET | 0.16% | 0.14% | 0.02%SWPPX |
| TTTRANE TECHNOLOGIES | 0.16% | 0.14% | 0.02%SWPPX |
| EQIXEQUINIX | 0.16% | 0.14% | 0.02%SWPPX |
| NEMNEWMONT | 0.16% | 0.14% | 0.02%SWPPX |
| PNCPNC FINANCIAL SERVICES GROUP ( | 0.16% | 0.14% | 0.02%SWPPX |
| PWRQUANTA SERVICES | 0.16% | 0.14% | 0.02%SWPPX |
| DUKDUKE ENERGY INDIANA | 0.15% | 0.14% | 0.01%SWPPX |
| USBUS BANCORP | 0.15% | 0.13% | 0.02%SWPPX |
| GDGENERAL DYNAMICS | 0.15% | 0.13% | 0.02%SWPPX |
| CMECME GROUP | 0.15% | 0.13% | 0.02%SWPPX |
| BXBLACKSTONE | 0.15% | 0.13% | 0.02%SWPPX |
| CDNSCADENCE DESIGN SYS | 0.15% | 0.13% | 0.02%SWPPX |
| CSX | 0.15% | 0.13% | 0.02%SWPPX |
| VRTVERTIV HOLDINGS | 0.14% | 0.13% | 0.01%SWPPX |
| VLOVALERO ENERGY | 0.14% | 0.13% | 0.01%SWPPX |
| MPCMARATHON PETROLEUM | 0.14% | 0.13% | 0.01%SWPPX |
| MMM3M | 0.14% | 0.13% | 0.01%SWPPX |
| MRSHMARSH & MCLENNAN | 0.14% | 0.13% | 0.01%SWPPX |
| FCXFREEPORT-MCMORAN | 0.14% | 0.12% | 0.02%SWPPX |
| JCIJOHNSON CONTROLS INTERNATION | 0.14% | 0.12% | 0.02%SWPPX |
| DDOGDATADOG CLASS A | 0.14% | 0.12% | 0.02%SWPPX |
| CMICUMMINS | 0.14% | 0.12% | 0.02%SWPPX |
| INTUINTUIT | 0.14% | 0.12% | 0.02%SWPPX |
| WMBWILLIAMS COS | 0.14% | 0.12% | 0.02%SWPPX |
| ICEINTERCONTINENTAL EXCHANGE IN | 0.13% | 0.12% | 0.01%SWPPX |
| CMCSACOMCAST | 0.13% | 0.12% | 0.01%SWPPX |
| PSXPHILLIPS 66 | 0.13% | 0.12% | 0.01%SWPPX |
| CEGCONSTELLATION ENERGY GENERATION LL | 0.13% | 0.12% | 0.01%SWPPX |
| EMREMERSON ELECTRIC | 0.13% | 0.12% | 0.01%SWPPX |
| WMWASTE MANAGEMENT | 0.13% | 0.12% | 0.01%SWPPX |
| ELVELEVANCE HEALTH | 0.13% | 0.11% | 0.02%SWPPX |
| MARMARRIOTT INTERNATIONAL | 0.13% | 0.11% | 0.02%SWPPX |
| ROSTROSS STORES | 0.13% | 0.11% | 0.02%SWPPX |
| AMTAMERICAN TOWER | 0.13% | 0.11% | 0.02%SWPPX |
| TMUST-MOBILE US | 0.12% | 0.11% | 0.01%SWPPX |
| GMGENERAL MOTORS FINANCIAL I | 0.12% | 0.11% | 0.01%SWPPX |
| MDLZMONDELEZ INTERNATIONAL | 0.12% | 0.11% | 0.01%SWPPX |
| EOGEOG RESOURCES | 0.12% | 0.11% | 0.01%SWPPX |
| RCLROYAL CARIBBEAN CRUISES LTD | 0.12% | 0.11% | 0.01%SWPPX |
| TRVTRAVELERS COS | 0.12% | 0.11% | 0.01%SWPPX |
| SHWSHERWIN-WILLIAMS | 0.12% | 0.11% | 0.01%SWPPX |
| UPSUNITED PARCEL SERVICE | 0.12% | 0.11% | 0.01%SWPPX |
| AON | 0.12% | 0.11% | 0.01%SWPPX |
| HONHONEYWELL INTERNATIONAL | 0.12% | 0.11% | 0.01%SWPPX |
| REGNREGENERON PHARMACEUTICALS | 0.12% | 0.10% | 0.02%SWPPX |
| NSCNORFOLK SOUTHERN | 0.12% | 0.10% | 0.02%SWPPX |
| ITWILLINOIS TOOL WORKS | 0.12% | 0.10% | 0.02%SWPPX |
| SNPSSYNOPSYS | 0.12% | 0.10% | 0.02%SWPPX |
| SLB | 0.12% | 0.10% | 0.02%SWPPX |
| SPGSIMON PROPERTY GROUP LP | 0.12% | 0.10% | 0.02%SWPPX |
| ORLYOREILLY AUTOMOTIVE | 0.11% | 0.10% | 0.01%SWPPX |
| DASHDOORDASH A | 0.12% | 0.10% | 0.02%SWPPX |
| CICIGNA GROUP | 0.11% | 0.10% | 0.01%SWPPX |
| CLCOLGATE PALMOLIVE | 0.11% | 0.10% | 0.01%SWPPX |
| HLTHILTON WORLDWIDE HOLDINGS IN | 0.11% | 0.10% | 0.01%SWPPX |
| NOCNORTHROP GRUMMAN | 0.11% | 0.10% | 0.01%SWPPX |
| MSIMOTOROLA SOLUTIONS | 0.11% | 0.10% | 0.01%SWPPX |
| MCOMOODYS | 0.11% | 0.10% | 0.01%SWPPX |
| MPWRMONOLITHIC POWER SYSTEMS | 0.11% | 0.10% | 0.01%SWPPX |
| TDGTRANSDIGM GROUP | 0.11% | 0.10% | 0.01%SWPPX |
| ECLECOLAB | 0.11% | 0.10% | 0.01%SWPPX |
| KKR | 0.11% | 0.10% | 0.01%SWPPX |
| PCARPACCAR | 0.11% | 0.10% | 0.01%SWPPX |
| CTASCINTAS NO 2 | 0.11% | 0.10% | 0.01%SWPPX |
| BSXBOSTON SCIENTIFIC | 0.11% | 0.10% | 0.01%SWPPX |
| AEPAMERICAN ELECTRIC POWER IN | 0.11% | 0.10% | 0.01%SWPPX |
| MNSTMONSTER BEVERAGE | 0.11% | 0.09% | 0.02%SWPPX |
| HOODROBINHOOD MARKETS A | 0.11% | 0.09% | 0.02%SWPPX |
| ALLALLSTATE | 0.11% | 0.09% | 0.02%SWPPX |
| URIUNITED RENTALS | 0.10% | 0.09% | 0.01%SWPPX |
| FDXFEDEX | 0.10% | 0.09% | 0.01%SWPPX |
| APDAIR PRODUCTS + CHEMICALS | 0.10% | 0.09% | 0.01%SWPPX |
| HONAHONEYWELL AEROSPACE | 0.10% | 0.09% | 0.01%SWPPX |
| TGTTARGET | 0.10% | 0.09% | 0.01%SWPPX |
| DLRDIGITAL REALTY TRUST LP | 0.10% | 0.09% | 0.01%SWPPX |
| WBDWARNER BROS DISCOVERY | 0.10% | 0.09% | 0.01%SWPPX |
| TFCTRUIST FINANCIAL | 0.10% | 0.09% | 0.01%SWPPX |
| AJGARTHUR J GALLAGHER + | 0.10% | 0.09% | 0.01%SWPPX |
| CRH | 0.10% | 0.09% | 0.01%SWPPX |
| HPEHEWLETT PACKARD ENTERPRISE | 0.10% | 0.09% | 0.01%SWPPX |
| ABNBAIRBNB | 0.10% | 0.09% | 0.01%SWPPX |
| KMIKINDER MORGAN | 0.10% | 0.09% | 0.01%SWPPX |
| HCAHCA HEALTHCARE | 0.10% | 0.09% | 0.01%SWPPX |
| DDOMINION ENERGY (NC10.25) | 0.09% | 0.08% | 0.01%SWPPX |
| FIXCOMFORT SYSTEMS USA | 0.09% | 0.08% | 0.01%SWPPX |
| CORCENCORA | 0.09% | 0.08% | 0.01%SWPPX |
| BKRBAKER HUGHES HOLDINGS | 0.09% | 0.08% | 0.01%SWPPX |
| GWWWW GRAINGER | 0.09% | 0.08% | 0.01%SWPPX |
| TELTE CONNECTIVITY | 0.09% | 0.08% | 0.01%SWPPX |
| OREALTY INCOME | 0.09% | 0.08% | 0.01%SWPPX |
| NUENUCOR | 0.09% | 0.08% | 0.01%SWPPX |
| AFLAFLAC | 0.09% | 0.08% | 0.01%SWPPX |
| TRGPTARGA RESOURCES | 0.09% | 0.08% | 0.01%SWPPX |
| SRESEMPRA | 0.09% | 0.08% | 0.01%SWPPX |
| NXPINXP SEMICONDUCTORS NV | 0.09% | 0.08% | 0.01%SWPPX |
| APOAPOLLO GLOBAL MANAGEMENT | 0.09% | 0.08% | 0.01%SWPPX |
| TERTERADYNE | 0.09% | 0.08% | 0.01%SWPPX |
| FFORD MOTOR | 0.09% | 0.08% | 0.01%SWPPX |
| OKEONEOK | 0.09% | 0.08% | 0.01%SWPPX |
| DALDELTA AIR LINES | 0.09% | 0.08% | 0.01%SWPPX |
| LITELUMENTUM HOLDINGS | 0.09% | 0.08% | 0.01%SWPPX |
| AMEAMETEK | 0.09% | 0.08% | 0.01%SWPPX |
| FASTFASTENAL | 0.08% | 0.08% | ≈ even |
| KEYSKEYSIGHT TECHNOLOGIES IN | 0.08% | 0.08% | ≈ even |
| PSAPUBLIC STORAGE OPERATING | 0.08% | 0.07% | 0.01%SWPPX |
| CAHCARDINAL HEALTH | 0.08% | 0.07% | 0.01%SWPPX |
| CIENCIENA | 0.08% | 0.07% | 0.01%SWPPX |
| ROKROCKWELL AUTOMATION | 0.08% | 0.07% | 0.01%SWPPX |
| CTVACORTEVA | 0.08% | 0.07% | 0.01%SWPPX |
| DVNDEVON ENERGY | 0.08% | 0.07% | 0.01%SWPPX |
| METMETLIFE | 0.08% | 0.07% | 0.01%SWPPX |
| COHRCOHERENT | 0.08% | 0.07% | 0.01%SWPPX |
| LHXL3HARRIS TECHNOLOGIES | 0.08% | 0.07% | 0.01%SWPPX |
| FITBFIFTH THIRD BANCORP | 0.08% | 0.07% | 0.01%SWPPX |
| STTSTATE STREET | 0.08% | 0.07% | 0.01%SWPPX |
| PYPLPAYPAL HOLDINGS | 0.08% | 0.07% | 0.01%SWPPX |
| EBAY | 0.08% | 0.07% | 0.01%SWPPX |
| NKENIKE | 0.08% | 0.07% | 0.01%SWPPX |
| AZOAUTOZONE | 0.08% | 0.07% | 0.01%SWPPX |
| EWEDWARDS LIFESCIENCES | 0.08% | 0.07% | 0.01%SWPPX |
| ADSKAUTODESK | 0.08% | 0.07% | 0.01%SWPPX |
| WABWABTEC | 0.08% | 0.07% | 0.01%SWPPX |
| ETRENTERGY TEXAS | 0.08% | 0.07% | 0.01%SWPPX |
| AMPAMERIPRISE FINANCIAL | 0.08% | 0.07% | 0.01%SWPPX |
| XELXCEL ENERGY | 0.08% | 0.07% | 0.01%SWPPX |
| GRMNGARMIN LTD | 0.07% | 0.07% | ≈ even |
| CARRCARRIER GLOBAL | 0.07% | 0.07% | ≈ even |
| CMGCHIPOTLE MEXICAN GRILL | 0.07% | 0.07% | ≈ even |
| VSTVISTRA | 0.07% | 0.07% | ≈ even |
| EAElectronic Arts | 0.07% | 0.06% | 0.01%SWPPX |
| EXCEXELON | 0.07% | 0.06% | 0.01%SWPPX |
| BDXBECTON DICKINSON AND | 0.07% | 0.06% | 0.01%SWPPX |
| VTRVENTAS REALTY LP | 0.07% | 0.06% | 0.01%SWPPX |
| CVNACARVANA | 0.07% | 0.06% | 0.01%SWPPX |
| IDXXIDEXX LABORATORIES | 0.07% | 0.06% | 0.01%SWPPX |
| XYZBLOCK | 0.07% | 0.06% | 0.01%SWPPX |
| HUMHUMANA | 0.07% | 0.06% | 0.01%SWPPX |
| CBRECBRE GROUP A | 0.07% | 0.06% | 0.01%SWPPX |
| KDPKEURIG DR PEPPER | 0.07% | 0.06% | 0.01%SWPPX |
| AXONAXON ENTERPRISE | 0.07% | 0.06% | 0.01%SWPPX |
| PRUPRUDENTIAL FINANCIAL | 0.07% | 0.06% | 0.01%SWPPX |
| RSGREPUBLIC SERVICES | 0.07% | 0.06% | 0.01%SWPPX |
| YUMYUM BRANDS | 0.07% | 0.06% | 0.01%SWPPX |
| NDAQNASDAQ | 0.07% | 0.06% | 0.01%SWPPX |
| TTWOTAKE TWO INTERACTIVE SOFTWRE | 0.07% | 0.06% | 0.01%SWPPX |
| FLEXFLEX LTD | 0.06% | 0.06% | ≈ even |
| MSCI | 0.06% | 0.06% | ≈ even |
| AIGAMERICAN INTERNATIONAL GROUP | 0.06% | 0.06% | ≈ even |
| OXYOCCIDENTAL PETROLEUM | 0.06% | 0.06% | ≈ even |
| SYYSYSCO HOLDINGS | 0.06% | 0.06% | ≈ even |
| MCHPMICROCHIP TECHNOLOGY | 0.06% | 0.06% | ≈ even |
| EDCONSOLIDATED EDISON OF NEW | 0.06% | 0.06% | ≈ even |
| FANGDIAMONDBACK ENERGY | 0.06% | 0.05% | 0.01%SWPPX |
| ROPROPER TECHNOLOGIES | 0.06% | 0.05% | 0.01%SWPPX |
| UALUNITED AIRLINES HOLDINGS | 0.06% | 0.05% | 0.01%SWPPX |
| IQVIQVIA | 0.06% | 0.05% | 0.01%SWPPX |
| IBKRINTERACTIVE BROKERS GRO CL A | 0.06% | 0.05% | 0.01%SWPPX |
| AAGILENT TECHNOLOGIES | 0.06% | 0.05% | 0.01%SWPPX |
| ODFLOLD DOMINION FREIGHT LINE | 0.06% | 0.05% | 0.01%SWPPX |
| HIGHARTFORD INSURANCE GROUP | 0.06% | 0.05% | 0.01%SWPPX |
| PCGP G + E | 0.06% | 0.05% | 0.01%SWPPX |
| ADMARCHER-DANIELS-MIDLAND | 0.06% | 0.05% | 0.01%SWPPX |
| PEGPUBLIC SERVICE ENTERPRISE GP | 0.06% | 0.05% | 0.01%SWPPX |
| DHID R HORTON | 0.06% | 0.05% | 0.01%SWPPX |
| PAYXPAYCHEX | 0.06% | 0.05% | 0.01%SWPPX |
| WATWATERS | 0.06% | 0.05% | 0.01%SWPPX |
| KVUEKENVUE | 0.06% | 0.05% | 0.01%SWPPX |
| KMBKIMBERLY-CLARK | 0.06% | 0.05% | 0.01%SWPPX |
| IRMIRON MOUNTAIN | 0.06% | 0.05% | 0.01%SWPPX |
| MTBM + T BANK | 0.06% | 0.05% | 0.01%SWPPX |
| WECWEC ENERGY GROUP | 0.06% | 0.05% | 0.01%SWPPX |
| CCLCARNIVAL LTD | 0.06% | 0.05% | 0.01%SWPPX |
| EMEEMCOR GROUP | 0.06% | 0.05% | 0.01%SWPPX |
| NTAPNETAPP | 0.06% | 0.05% | 0.01%SWPPX |
| ACGLARCH CAPITAL GROUP LTD | 0.05% | 0.05% | ≈ even |
| VMCVULCAN MATERIALS | 0.05% | 0.05% | ≈ even |
| HBANHUNTINGTON BANCSHARES | 0.05% | 0.05% | ≈ even |
| STLDSTEEL DYNAMICS | 0.05% | 0.05% | ≈ even |
| EXPEEXPEDIA GROUP | 0.05% | 0.05% | ≈ even |
| NTRSNORTHERN TRUST | 0.05% | 0.05% | ≈ even |
| EQT | 0.05% | 0.05% | ≈ even |
| CCICROWN CASTLE | 0.05% | 0.05% | ≈ even |
| JBLJABIL | 0.05% | 0.05% | ≈ even |
| WDAYWORKDAY | 0.05% | 0.05% | ≈ even |
| KRKROGER | 0.05% | 0.04% | 0.01%SWPPX |
| COINCOINBASE GLOBAL CLASS A | 0.05% | 0.04% | 0.01%SWPPX |
| ZTSZOETIS | 0.05% | 0.04% | 0.01%SWPPX |
| DXCMDEXCOM | 0.05% | 0.04% | 0.01%SWPPX |
| CBOECBOE GLOBAL MARKETS | 0.05% | 0.04% | 0.01%SWPPX |
| CASYCASEY S GENERAL STORES | 0.05% | 0.04% | 0.01%SWPPX |
| ONON SEMICONDUCTOR | 0.05% | 0.04% | 0.01%SWPPX |
| WTWWILLIS TOWERS WATSON | 0.05% | 0.04% | 0.01%SWPPX |
| MLMMARTIN MARIETTA MATERIALS | 0.05% | 0.04% | 0.01%SWPPX |
| EXREXTRA SPACE STORAGE LP | 0.05% | 0.04% | 0.01%SWPPX |
| GEHCGE HEALTHCARE TECHNOLOGY | 0.05% | 0.04% | 0.01%SWPPX |
| RJFRAYMOND JAMES FINANCIAL | 0.05% | 0.04% | 0.01%SWPPX |
| TPRTAPESTRY | 0.05% | 0.04% | 0.01%SWPPX |
| VEEVVEEVA SYSTEMS CLASS A | 0.05% | 0.04% | 0.01%SWPPX |
| RMDRESMED | 0.05% | 0.04% | 0.01%SWPPX |
| CFGCITIZENS FINANCIAL GROUP | 0.05% | 0.04% | 0.01%SWPPX |
| TDYTELEDYNE FLIR | 0.05% | 0.04% | 0.01%SWPPX |
| AEEAMEREN | 0.05% | 0.04% | 0.01%SWPPX |
| BIIBBIOGEN | 0.05% | 0.04% | 0.01%SWPPX |
| DTEDTE ENERGY | 0.05% | 0.04% | 0.01%SWPPX |
| IRINGERSOLL RAND | 0.05% | 0.04% | 0.01%SWPPX |
| CNCCENTENE | 0.05% | 0.04% | 0.01%SWPPX |
| VICIVICI PROPERTIES LP | 0.04% | 0.04% | ≈ even |
| ATOATMOS ENERGY | 0.04% | 0.04% | ≈ even |
| FISVFISERV | 0.04% | 0.04% | ≈ even |
| MTDMETTLER TOLEDO INTERNATIONAL | 0.04% | 0.04% | ≈ even |
| NRGNRG ENERGY | 0.04% | 0.04% | ≈ even |
| EIXEDISON INTERNATIONAL | 0.04% | 0.04% | ≈ even |
| DGDOLLAR GENERAL | 0.04% | 0.04% | ≈ even |
| XYLXYLEM | 0.04% | 0.04% | ≈ even |
| CINFCINCINNATI FINANCIAL | 0.04% | 0.04% | ≈ even |
| OTISOTIS WORLDWIDE | 0.04% | 0.04% | ≈ even |
| DOVDOVER | 0.04% | 0.04% | ≈ even |
| LYVLIVE NATION ENTERTAINMENT IN | 0.04% | 0.04% | ≈ even |
| QQNITY ELECTRONICS | 0.04% | 0.04% | ≈ even |
| CNPCENTERPOINT ENERGY RESOURCES CORPO | 0.04% | 0.04% | ≈ even |
| HALHALLIBURTON | 0.04% | 0.04% | ≈ even |
| ARESARES MANAGEMENT | 0.04% | 0.04% | ≈ even |
| ESEVERSOURCE ENERGY | 0.04% | 0.04% | ≈ even |
| WSMWILLIAMS SONOMA | 0.04% | 0.04% | ≈ even |
| CTSHCOGNIZANT TECH SOLUTIONS A | 0.04% | 0.04% | ≈ even |
| PPL | 0.04% | 0.04% | ≈ even |
| RFREGIONS FINANCIAL | 0.04% | 0.04% | ≈ even |
| AWKAMERICAN WATER WORKS | 0.04% | 0.04% | ≈ even |
| FICOFAIR ISAAC | 0.04% | 0.04% | ≈ even |
| DGXQUEST DIAGNOSTICS | 0.04% | 0.04% | ≈ even |
| CPRTCOPART | 0.04% | 0.04% | ≈ even |
| HSYHERSHEY THE | 0.04% | 0.04% | ≈ even |
| SYFSYNCHRONY FINANCIAL | 0.04% | 0.04% | ≈ even |
| VRSKVERISK ANALYTICS | 0.04% | 0.04% | ≈ even |
| AVBAVALONBAY COMMUNITIES MTN | 0.04% | 0.04% | ≈ even |
| LHLABCORP HOLDINGS | 0.04% | 0.03% | 0.01%SWPPX |
| FEFIRSTENERGY | 0.04% | 0.03% | 0.01%SWPPX |
| HUBBHUBBELL | 0.04% | 0.03% | 0.01%SWPPX |
| CPAYCORPAY | 0.04% | 0.03% | 0.01%SWPPX |
| HPQHP | 0.04% | 0.03% | 0.01%SWPPX |
| PPGPPG INDUSTRIES | 0.04% | 0.03% | 0.01%SWPPX |
| SWSMURFIT WESTROCK | 0.04% | 0.03% | 0.01%SWPPX |
| PHMPULTEGROUP | 0.04% | 0.03% | 0.01%SWPPX |
| WSTWEST PHARMACEUTICAL SERVICES | 0.04% | 0.03% | 0.01%SWPPX |
| TROWT ROWE PRICE GROUP | 0.04% | 0.03% | 0.01%SWPPX |
| VRSNVERISIGN | 0.04% | 0.03% | 0.01%SWPPX |
| DRIDARDEN RESTAURANTS | 0.04% | 0.03% | 0.01%SWPPX |
| CHDCHURCH & DWIGHT | 0.04% | 0.03% | 0.01%SWPPX |
| VLTOVERALTO | 0.04% | 0.03% | 0.01%SWPPX |
| TPLTEXAS PACIFIC LAND | 0.04% | 0.03% | 0.01%SWPPX |
| FISFIDELITY NATIONAL INFO SERV | 0.04% | 0.03% | 0.01%SWPPX |
| DLTRDOLLAR TREE | 0.04% | 0.03% | 0.01%SWPPX |
| FFIVF5 | 0.04% | 0.03% | 0.01%SWPPX |
| EQREQUITY RESIDENTIAL | 0.04% | 0.03% | 0.01%SWPPX |
| FSLRFIRST SOLAR | 0.04% | 0.03% | 0.01%SWPPX |
| OMCOMNICOM GROUP | 0.04% | 0.03% | 0.01%SWPPX |
| ULTAULTA BEAUTY | 0.04% | 0.03% | 0.01%SWPPX |
| CMSCMS ENERGY | 0.03% | 0.03% | ≈ even |
| DOW | 0.03% | 0.03% | ≈ even |
| EXEEXPAND ENERGY | 0.03% | 0.03% | ≈ even |
| EXPDEXPEDITORS INTL WASH | 0.03% | 0.03% | ≈ even |
| IPINTERNATIONAL PAPER | 0.03% | 0.03% | ≈ even |
| KHCKRAFT HEINZ FOODS | 0.03% | 0.03% | ≈ even |
| LUVSOUTHWEST AIRLINES | 0.03% | 0.03% | ≈ even |
| PFGPRINCIPAL FINANCIAL GROUP | 0.03% | 0.03% | ≈ even |
| PKGPACKAGING OF AMERICA | 0.03% | 0.03% | ≈ even |
| STESTERIS IRISH FINCO UNLIMITED | 0.03% | 0.03% | ≈ even |
| WRBWR BERKLEY | 0.03% | 0.03% | ≈ even |
| SNASNAP-ON | 0.03% | 0.03% | ≈ even |
| NINISOURCE | 0.03% | 0.03% | ≈ even |
| KEYKEYCORP | 0.03% | 0.03% | ≈ even |
| AMCRAMCOR | 0.03% | 0.03% | ≈ even |
| ELESTEE LAUDER | 0.03% | 0.03% | ≈ even |
| EFXEQUIFAX | 0.03% | 0.03% | ≈ even |
| VTRSVIATRIS | 0.03% | 0.03% | ≈ even |
| BROBROWN + BROWN | 0.03% | 0.03% | ≈ even |
| JBHTHUNT (JB) TRANSPRT SVCS | 0.03% | 0.03% | ≈ even |
| IFFINTL FLAVORS + FRAGRANCES | 0.03% | 0.03% | ≈ even |
| INCYINCYTE | 0.03% | 0.03% | ≈ even |
| GPNGLOBAL PAYMENTS | 0.03% | 0.03% | ≈ even |
| LLOEWS | 0.03% | 0.03% | ≈ even |
| MRNAMODERNA | 0.03% | 0.03% | ≈ even |
| GISGENERAL MILLS | 0.03% | 0.03% | ≈ even |
| SBACSBA COMMUNICATIONS | 0.03% | 0.03% | ≈ even |
| CFCF INDUSTRIES | 0.03% | 0.03% | ≈ even |
| FOXAFOX | 0.03% | 0.03% | ≈ even |
| EVRGEVERGY | 0.03% | 0.03% | ≈ even |
| CDWCDW CORP/DE | 0.03% | 0.03% | ≈ even |
| DDDUPONT DE NEMOURS | 0.03% | 0.03% | ≈ even |
| LENLENNAR | 0.03% | 0.03% | ≈ even |
| STZCONSTELLATION BRANDS | 0.03% | 0.03% | ≈ even |
| ZBHZIMMER BIOMET HOLDINGS | 0.03% | 0.03% | ≈ even |
| ESSESSEX PROPERTY TRUST | 0.03% | 0.03% | ≈ even |
| LNTALLIANT ENERGY | 0.03% | 0.02% | 0.01%SWPPX |
| WYWEYERHAEUSER | 0.03% | 0.02% | 0.01%SWPPX |
| FTVFORTIVE | 0.03% | 0.02% | 0.01%SWPPX |
| BRBROADRIDGE FINANCIAL SOLUTIO | 0.03% | 0.02% | 0.01%SWPPX |
| CHRWC.H. ROBINSON WORLDWIDE | 0.03% | 0.02% | 0.01%SWPPX |
| BALL | 0.03% | 0.02% | 0.01%SWPPX |
| GPCGENUINE PARTS | 0.03% | 0.02% | 0.01%SWPPX |
| IEXIDEX | 0.03% | 0.02% | 0.01%SWPPX |
| KIMKIMCO REALTY OP | 0.03% | 0.02% | 0.01%SWPPX |
| NVR | 0.03% | 0.02% | 0.01%SWPPX |
| BBYBEST BUY | 0.03% | 0.02% | 0.01%SWPPX |
| AKAMAKAMAI TECHNOLOGIES | 0.03% | 0.02% | 0.01%SWPPX |
| TSNTYSON FOODS | 0.03% | 0.02% | 0.01%SWPPX |
| INVHINVITATION HOMES | 0.03% | 0.02% | 0.01%SWPPX |
| HSTHOST HOTELS + RESORTS | 0.03% | 0.02% | 0.01%SWPPX |
| EGEVEREST GROUP LTD | 0.02% | 0.02% | ≈ even |
| FDXFFEDEX FREIGHT HOLDING | 0.02% | 0.02% | ≈ even |
| GENGEN DIGITAL | 0.02% | 0.02% | ≈ even |
| JJACOBS SOLUTIONS | 0.02% | 0.02% | ≈ even |
| LDOSLEIDOS | 0.02% | 0.02% | ≈ even |
| LVSLAS VEGAS SANDS | 0.02% | 0.02% | ≈ even |
| LYBLYONDELLBASELL INDU CL A | 0.02% | 0.02% | ≈ even |
| MAAMID-AMERICA APARTMENTS LP | 0.02% | 0.02% | ≈ even |
| NDSNNORDSON | 0.02% | 0.02% | ≈ even |
| PTC | 0.02% | 0.02% | ≈ even |
| RLRALPH LAUREN | 0.02% | 0.02% | ≈ even |
| SMCISUPER MICRO COMPUTER | 0.02% | 0.02% | ≈ even |
| SWKSTANLEY BLACK + DECKER | 0.02% | 0.02% | ≈ even |
| TSCOTRACTOR SUPPLY | 0.02% | 0.02% | ≈ even |
| TXTTEXTRON | 0.02% | 0.02% | ≈ even |
| DOCHEALTHPEAK PROPERTIES | 0.02% | 0.02% | ≈ even |
| MASMASCO | 0.02% | 0.02% | ≈ even |
| BGBUNGE GLOBAL SA | 0.02% | 0.02% | ≈ even |
| COOCOOPER COS | 0.02% | 0.02% | ≈ even |
| ZBRAZEBRA TECHNOLOGIES CL A | 0.02% | 0.02% | ≈ even |
| GLGLOBE LIFE | 0.02% | 0.02% | ≈ even |
| AIZASSURANT | 0.02% | 0.02% | ≈ even |
| NWSANEWS CLASS A | 0.02% | 0.02% | ≈ even |
| ALBALBEMARLE | 0.02% | 0.02% | ≈ even |
| DECKDECKERS OUTDOOR | 0.02% | 0.02% | ≈ even |
| ALLEALLEGION US HOLDING | 0.02% | 0.02% | ≈ even |
| BAXBAXTER INTERNATIONAL | 0.02% | 0.02% | ≈ even |
| TRMBTRIMBLE | 0.02% | 0.02% | ≈ even |
| REGREGENCY CENTERS LP | 0.02% | 0.02% | ≈ even |
| TYLTYLER TECHNOLOGIES | 0.02% | 0.02% | ≈ even |
| IVZINVESCO LTD | 0.02% | 0.02% | ≈ even |
| LIILENNOX INTERNATIONAL | 0.02% | 0.02% | ≈ even |
| APA | 0.02% | 0.02% | ≈ even |
| AVYAVERY DENNISON | 0.02% | 0.02% | ≈ even |
| MKCMCCORMICK + NON VTG SHRS | 0.02% | 0.02% | ≈ even |
| SJMJ M SMUCKER | 0.02% | 0.02% | ≈ even |
| RVTYREVVITY | 0.02% | 0.02% | ≈ even |
| HIIHUNTINGTON INGALLS INDUSTRIE | 0.02% | 0.02% | ≈ even |
| HASHASBRO | 0.02% | 0.02% | ≈ even |
| SOLVSOLVENTUM | 0.02% | 0.02% | ≈ even |
| LULULULULEMON ATHLETICA | 0.02% | 0.02% | ≈ even |
| CHTRCHARTER COMMUNICATIONS A | 0.02% | 0.02% | ≈ even |
| APTVAPTIV | 0.02% | 0.02% | ≈ even |
| CSGPCOSTAR GROUP | 0.02% | 0.02% | ≈ even |
| PNWPINNACLE WEST CAPITAL | 0.02% | 0.02% | ≈ even |
| PODDINSULET | 0.02% | 0.02% | ≈ even |
| CLXCLOROX | 0.02% | 0.02% | ≈ even |
| CRLCHARLES RIVER LABORATORIES | 0.02% | 0.02% | ≈ even |
| ECHOECHOSTAR A | 0.02% | 0.02% | ≈ even |
| GNRCGENERAC HOLDINGS | 0.02% | 0.02% | ≈ even |
| TECHBIO TECHNE | 0.02% | 0.02% | ≈ even |
| UDR | 0.02% | 0.02% | ≈ even |
| TKOTKO GROUP HOLDINGS | 0.02% | 0.02% | ≈ even |
| ALGNALIGN TECHNOLOGY | 0.02% | 0.02% | ≈ even |
| GDDYGODADDY CLASS A | 0.02% | 0.02% | ≈ even |
| JKHYJACK HENRY + ASSOCIATES | 0.02% | 0.02% | ≈ even |
| ROLROLLINS | 0.02% | 0.02% | ≈ even |
| CPTCAMDEN PROPERTY TRUST | 0.02% | 0.02% | ≈ even |
| DPZDOMINO S PIZZA | 0.02% | 0.01% | 0.01%SWPPX |
| PNRPENTAIR | 0.02% | 0.01% | 0.01%SWPPX |
| BENFRANKLIN RESOURCES | 0.02% | 0.01% | 0.01%SWPPX |
| AES | 0.02% | 0.01% | 0.01%SWPPX |
| BXP | 0.02% | 0.01% | 0.01%SWPPX |
| ITGARTNER | 0.02% | 0.01% | 0.01%SWPPX |
| FRTFEDERAL REALTY INVS TRUST | 0.02% | 0.01% | 0.01%SWPPX |
| AREALEXANDRIA REAL ESTATE EQUIT | 0.01% | 0.01% | ≈ even |
| DVADAVITA | 0.01% | 0.01% | ≈ even |
| FDSFACTSET RESEARCH SYSTEMS | 0.01% | 0.01% | ≈ even |
| HRLHORMEL FOODS | 0.01% | 0.01% | ≈ even |
| HSICHENRY SCHEIN | 0.01% | 0.01% | ≈ even |
| MGMMGM RESORTS INTERNATIONAL | 0.01% | 0.01% | ≈ even |
| MOSMOSAIC | 0.01% | 0.01% | ≈ even |
| NCLHNORWEGIAN CRUISE LINE HOLDIN | 0.01% | 0.01% | ≈ even |
| SWKSSKYWORKS SOLUTIONS | 0.01% | 0.01% | ≈ even |
| TTDTRADE DESK INC/THE CLASS A | 0.01% | 0.01% | ≈ even |
| UHSUNIVERSAL HEALTH SERVICES | 0.01% | 0.01% | ≈ even |
| WYNNWYNN RESORTS LTD | 0.01% | 0.01% | ≈ even |
| BLDRBUILDERS FIRSTSOURCE | 0.01% | 0.01% | ≈ even |
| BF.BBROWN-FORMAN | 0.01% | 0.01% | ≈ even |
| TAPMOLSON COORS BEVERAGE | 0.01% | 0.01% | ≈ even |
| AOSSMITH (A.O.) | 0.01% | 0.01% | ≈ even |
| ERIEERIE INDEMNITY CL A | 0.01% | 0.01% | ≈ even |
| PSKYPARAMOUNT SKYDANCE CL B | 0.00% | <0.01% | ≈ even |
1–20 of 501
How each fund's equity holdings break down by sector, side by side — the clearest read on where the two funds tilt differently.
| Sector | In SWPPX | In SWTSX |
|---|---|---|
Technology | 37.4% | 35.2% |
Financial Services | 12.2% | 12.6% |
Consumer Cyclical | 9.6% | 9.6% |
Communication Services | 9.9% | 9.1% |
Healthcare | 9.1% | 9.7% |
Industrials | 8.1% | 9.5% |
Consumer Defensive | 4.6% | 4.4% |
Energy | 3.3% | 3.5% |
Real Estate | 1.9% | 2.4% |
Utilities | 2.1% | 2.1% |
Basic Materials | 1.7% | 1.9% |
Weights are of each fund’s classified equity holdings.
SWPPX
SWTSX
Two mutual funds overlap when they hold the same underlying securities. Holding both funds can leave you more concentrated than you think — you may own the same large companies twice, at a combined weight neither fund shows on its own. The weight overlap above is the share of portfolio weight the two funds hold in common: for every security both own, it counts only the smaller of the two weights (the slice you genuinely double up on). 0% means completely different books; 100% means effectively identical funds.