ETF comparison
OEF vs SPY
Both US Large Cap.
Holdings overlap
98 positions appear in both funds. Buying equal dollars of OEF and SPY would leave roughly 70.5% 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 11 bps cheaper than OEF. On a $100,000 position that's about $106/yr more in fees for OEF.
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 OEF vs SPY.
Top shared holdings
98 shared in total| # | Holding | In OEF | In SPY | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 9.18% | 7.69% | 7.69% |
| 2 | NVIDIA CORP | 10.47% | 7.30% | 7.30% |
| 3 | MICROSOFT CORP | 5.99% | 6.22% | 5.99% |
| 4 | AMAZON.COM INC | 5.04% | 3.94% | 3.94% |
| 5 | ALPHABET INC | 4.53% | 2.56% | 2.56% |
| 6 | BROADCOM INC | 3.86% | 2.33% | 2.33% |
| 7 | META PLATFORMS INC | 2.67% | 2.09% | 2.09% |
| 8 | ALPHABET INC | 3.61% | 2.06% | 2.06% |
| 9 | ELI LILLY & COMPANY | 2.05% | 1.71% | 1.71% |
| 10 | TESLA INC | 2.56% | 1.64% | 1.64% |
| 11 | BERKSHIRE HATHAWAY INC | 1.98% | 1.63% | 1.63% |
| 12 | JP MORGAN CHASE & COMPANY | 1.89% | 1.41% | 1.41% |
Only in OEF
4 total- EXXONMOBIL HOLDINGS CORP 1.22%
- LINDE PLC 0.52%
- MEDTRONIC PLC 0.22%
- ACCENTURE PLC 0.17%
Only in SPY
406 total- EXXONMOBIL HOLDINGS CORP 1.05%
- PALO ALTO NETWORKS INC 0.43%
- CROWDSTRIKE HOLDINGS INC A 0.37%
- LINDE PLC 0.36%
- ANALOG DEVICES INC 0.30%
- KLA CORP 0.30%
- AMPHENOL CORP CL A 0.29%
- ARISTA NETWORKS INC 0.28%
- WELLTOWER INC 0.27%
- ACCENTURE PLC CL A 0.24%
Related comparisons
More comparisons with OEF
- OEF vs SCHX · Schwab U.S. Large-Cap ETF 68.0%
- OEF vs FELC · Fidelity Enhanced Large Cap Core ETF 66.5%
- OEF vs IWB · iShares Russell 1000 ETF 66.1%
- OEF vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 66.1%
- OEF vs SCHB · Schwab U.S. Broad Market ETF 63.7%
- OEF vs VUG · Vanguard Morningstar Growth ETF 63.4%
More comparisons with SPY
- SPY vs AVUS · Avantis US Equity ETF 69.8%
- SPY vs OMFL · Invesco Russell 1000 Dynamic Multifactor ETF 67.8%
- SPY vs DFAC · DFA U.S. Core Equity 2 Portfolio-ETF Class Shares 66.5%
- SPY vs LRGF · iShares U.S. Equity Factor ETF 64.8%
- SPY vs VOOG · Vanguard S&P 500 Growth Index Fund ETF Shares 63.9%
- SPY vs PRF · Invesco RAFI US 1000 ETF 63.2%
Percentages are holdings overlap with the named fund.
Open OEF 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.