DGRO vs SPTM Overlap

DGRO is a dividend-focused equity ETF from IShares, while SPTM is an equity ETF from SPDR. DGRO and SPTM show meaningful overlap, with an estimated weighted overlap of 40.66%. They share 361 holdings in the loaded dataset, led by AAPL, MSFT, and AVGO.

40.7% overlap
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361Shared Holdings
OK
Moderate Overlap

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Quick Answer

DGRO is a dividend-focused equity ETF from IShares, while SPTM is an equity ETF from SPDR. DGRO and SPTM show meaningful overlap, with an estimated weighted overlap of 40.66%. They share 361 holdings in the loaded dataset, led by AAPL, MSFT, and AVGO.

  • 40.66% weighted overlap across 361 shared holdings.
  • The top three shared holdings explain 17.56% of the measured overlap.
  • DGRO and SPTM are closer in breadth than a broad-vs-niche ETF pair.
  • The overlap is mostly explained by the top shared positions rather than sector labels alone.
  • Holding both may add less diversification than the fund names imply.

Data Freshness

DGRO holdings
Mar 12, 2026
SPTM holdings
Mar 12, 2026
Overlap computed
Mar 13, 2026
Data source
Financial Modeling Prep

Review the methodology for the overlap formula and refresh policy.

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About These ETFs

ETF A

DGRO

iShares Core Dividend Growth ETF

Issuer
IShares
Asset class
Equity
Expense ratio
0.08%
AUM
$38B
Inception
Jun 10, 2014

ETF B

SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

Issuer
SPDR
Asset class
Equity
Expense ratio
0.03%
AUM
$12B
Inception
Oct 4, 2000

What Stands Out In This Comparison

01

What This Means

DGRO is a dividend-focused equity ETF from IShares, while SPTM is an equity ETF from SPDR. DGRO and SPTM overlap enough to matter, but they still bring different exposures to a portfolio. The overlap is concentrated in holdings such as AAPL, MSFT, and AVGO, which explains why the score lands at 40.66%.

02

How They Differ

DGRO is a dividend-focused equity ETF from IShares, while SPTM is an equity ETF from SPDR. Neither fund clearly dominates on breadth, so the practical difference is more about weighting, index construction, and cost. SPTM has the lower expense ratio, while DGRO charges more for its exposure.

03

What Drives The Overlap

The overlap is driven by a relatively small set of large shared positions. The top three shared holdings account for 17.56% of the score, which means the result is heavily influenced by the biggest common weights rather than a long tail of tiny positions.

04

When One May Fit Better

Because DGRO and SPTM are closer in breadth, the better fit usually comes down to index methodology, issuer preference, and cost. SPTM has the lower expense ratio, while DGRO charges more for its exposure.

Overlap Driver Snapshot

Concentration

The top three shared holdings explain 17.56% of the full overlap score.

That helps show whether the score comes from a handful of giant shared positions or from a broader mix of common holdings.

Shared Sector Tilt

Sector tags are not consistently available for the biggest shared positions in this dataset, so this comparison leans more on the specific holdings than on sector labels.

Top Shared Holdings

These are the holdings contributing the most to the overlap score between DGRO and SPTM.

HoldingDGRO Wt.SPTM Wt.Overlap
AAPL2.65%6.12%2.65%
MSFT2.39%4.79%2.39%
AVGO2.10%2.56%2.10%
JPM2.59%1.25%1.25%
LLY1.08%1.26%1.08%
XOM3.62%0.99%0.99%
JNJ3.39%0.93%0.93%
WMT1.00%0.87%0.87%
V0.98%0.84%0.84%
ABBV2.64%0.64%0.64%

Why These ETFs Overlap

DGRO is a dividend-focused equity ETF from IShares, while SPTM is an equity ETF from SPDR. The overlap exists because both funds allocate meaningful weight to the same holdings. In this dataset, the biggest shared drivers are AAPL, MSFT, and AVGO, which appear in both portfolios and push the overlap score higher.

Holding both DGRO and SPTM can still be reasonable, but you should expect some duplication. The decision comes down to whether the non-overlapping parts of each ETF are important enough for your strategy.

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Frequently Asked Questions About DGRO and SPTM

What is the overlap between DGRO and SPTM?+
DGRO and SPTM currently show an estimated weighted overlap of 40.66% based on the loaded holdings data.
How many holdings do DGRO and SPTM share?+
They share 361 holdings in the current dataset.
Is the DGRO and SPTM overlap high?+
The current verdict is Moderate Overlap. That means the two ETFs have noticeable duplication in portfolio weight.
Why do DGRO and SPTM overlap?+
DGRO and SPTM overlap because the same large positions appear in both funds. In this comparison, the top three shared holdings explain 17.56% of the measured overlap score.
Which ETF is broader, DGRO or SPTM?+
DGRO and SPTM look closer in breadth than a broad-vs-niche pair, so the main difference is more about strategy and weighting than simple market coverage.

How Overlap Is Calculated

A straightforward approach used by portfolio analysts.

Overlap = sum(min(Weight_A, Weight_B)) for each shared holding

For every stock that appears in both ETFs, we take the smaller of the two weights. Adding up all those minimums gives the total overlap percentage. A score of 100% means the two ETFs hold the exact same stocks in the same proportions.

Want the full explanation? Read the methodology page.

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