ETF comparison
DSI vs SPY
US Total Market vs US Large Cap.
iShares ESG MSCI KLD 400 ETF · State Street SPDR S&P 500 ETF Trust
Holdings overlap
277 positions appear in both funds. Buying equal dollars of DSI and SPY would leave roughly 52.4% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SPY is 16 bps cheaper than DSI. On a $100,000 position that's about $156/yr more in fees for DSI.
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 DSI vs SPY.
Top shared holdings
277 shared in total| # | Holding | In DSI | In SPY | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 13.42% | 7.30% | 7.30% |
| 2 | MICROSOFT CORPORATION | 9.49% | 6.22% | 6.22% |
| 3 | ALPHABET INC. | 6.00% | 2.56% | 2.56% |
| 4 | ALPHABET INC. | 4.77% | 2.06% | 2.06% |
| 5 | TESLA, INC. | 2.54% | 1.64% | 1.64% |
| 6 | ADVANCED MICRO DEVICES, INC. | 2.25% | 1.20% | 1.20% |
| 7 | VISA INC. | 1.78% | 1.12% | 1.12% |
| 8 | MASTERCARD INCORPORATED | 1.36% | 0.82% | 0.82% |
| 9 | ABBVIE INC. | 1.29% | 0.79% | 0.79% |
| 10 | CISCO SYSTEMS, INC. | 1.33% | 0.62% | 0.62% |
| 11 | THE PROCTER & GAMBLE COMPANY | 0.97% | 0.59% | 0.59% |
| 12 | THE COCA-COLA COMPANY | 0.98% | 0.56% | 0.56% |
Only in DSI
125 total- WARNER BROS. DISCOVERY, INC. 0.18%
- ONEOK, INC. 0.17%
- CHENIERE ENERGY, INC. 0.16%
- ELECTRONIC ARTS INC. 0.14%
- TECHNIPFMC PLC 0.08%
- MONGODB, INC. 0.08%
- AVALONBAY COMMUNITIES, INC. 0.08%
- ROYALTY PHARMA PLC 0.07%
- XPO, INC. 0.07%
- ATLASSIAN CORPORATION 0.05%
Only in SPY
227 total- APPLE INC 7.69%
- AMAZON.COM INC 3.94%
- BROADCOM INC 2.33%
- META PLATFORMS INC CLASS A 2.09%
- ELI LILLY + CO 1.71%
- BERKSHIRE HATHAWAY INC CL B 1.63%
- JPMORGAN CHASE + CO 1.41%
- MICRON TECHNOLOGY INC 1.35%
- EXXONMOBIL HOLDINGS CORP 1.05%
- JOHNSON + JOHNSON 1.00%
Related comparisons
More comparisons with DSI
- DSI vs VUG · Vanguard Morningstar Growth ETF 52.2%
- DSI vs BBUS · JPMorgan BetaBuilders U.S. Equity ETF 51.7%
- DSI vs IWF · iShares Russell 1000 Growth ETF 51.3%
- DSI vs SCHK · Schwab 1000 ETF 50.7%
- DSI vs SPTM · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 50.2%
- DSI vs SCHB · Schwab U.S. Broad Market ETF 48.9%
More comparisons with SPY
- SPY vs QQQM · Invesco NASDAQ 100 ETF 52.2%
- SPY vs IWY · iShares Russell Top 200 Growth ETF 50.7%
- SPY vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 50.3%
- SPY vs FELG · Fidelity Enhanced Large Cap Growth ETF 50.3%
- SPY vs FBCG · Fidelity Blue Chip Growth ETF 50.2%
- SPY vs MGK · Vanguard Morningstar Mega Cap Growth ETF 50.0%
Percentages are holdings overlap with the named fund.
Open DSI or SPY 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.