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FUND OVERLAP · LOOK-THROUGH

DIA vs SPY: how much do they really overlap?

DIA (SPDR Dow Jones Industrial Average ETF, tracking the Dow Jones Industrial Average) and SPY (SPDR S&P 500 ETF Trust, tracking the S&P 500) overlap by roughly 38% by weight. 4 of DIA's top 10 holdings also appear in SPY. A 50/50 blend of the two behaves like about 45 equally-weighted bets (diversification grade B). In short, the two funds share a meaningful core of the same megacaps, but each also brings real exposure the other lacks.

38%
weight overlap
4/10
of DIA’s top 10 also in SPY
B
50/50 blend grade
~45
real bets in a 50/50 blend
You think DIA and SPY are two funds. By weight they lean on the same names: both hold Microsoft Corporation (MSFT)4.2% of DIA and 4.3% of SPY. Hold both and MSFT just becomes a bigger single bet, not a more diversified one.

The same companies, in both funds

These 9 holdings appear in both DIA and SPY. The weight columns show how much of each fund each name represents.

Holdingin DIAin SPY
MSFT Microsoft Corporation4.20%4.28%
GOOGL Alphabet Inc.4.03%3.24%
AAPL Apple Inc.3.21%6.47%
AMZN Amazon.com, Inc.2.73%3.68%
NVDA NVIDIA Corporation2.22%7.38%
JPM JPMorgan Chase & Co.3.75%1.38%
JNJ Johnson & Johnson2.94%0.97%
V Visa Inc.3.89%0.89%
CAT Caterpillar Inc.11.76%0.74%

Only in DIA

SPDR Dow Jones Industrial Average ETFUS blue-chip (Dow 30). Its biggest holdings that SPY doesn’t have:

GS The Goldman Sachs Group, Inc.11.61%
UNH UnitedHealth Group Incorporated4.78%
AMGN Amgen Inc.4.10%
HD The Home Depot, Inc.3.99%
SHW The Sherwin-Williams Company3.92%
AXP American Express Company3.88%
TRV The Travelers Companies, Inc.3.78%
IBM International Business Machines Corporation3.16%

Only in SPY

SPDR S&P 500 ETF TrustUS large-cap. Its biggest holdings that DIA doesn’t have:

AVGO Broadcom Inc.2.76%
GOOG Alphabet Inc.2.60%
MU Micron Technology, Inc.2.02%
META Meta Platforms, Inc.1.93%
TSLA Tesla, Inc.1.81%
LLY Eli Lilly and Company1.52%
BRK.B Berkshire Hathaway Inc.1.42%
AMD Advanced Micro Devices, Inc.1.38%

So — partly overlapping. Should you hold both?

DIA and SPY share a meaningful core of the same megacaps, but each also brings real exposure the other lacks. Held together they keep a shared megacap core but each still pulls in exposure the other lacks, so a 50/50 blend spreads to ~45 effective positions (grade B).

Holdings as of — DIA: Jun 29, 2026 (State Street Global Advisors); SPY: Jun 29, 2026 (State Street Global Advisors). Refreshed monthly. Overlap is measured across each fund’s largest holdings (top 25); the diffuse long tail barely moves the math.

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DIA vs SPY — FAQ

How much do DIA and SPY overlap?
DIA and SPY overlap by approximately 38% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 4 of DIA's 10 largest holdings are also held by SPY. They share 9 of their listed top holdings in total.
Is it redundant to hold both DIA and SPY?
Because they share a meaningful core of the same megacaps, but each also brings real exposure the other lacks, holding both is partly redundant: you double up on a shared core (MSFT) while each fund still adds distinct exposure. A 50/50 blend has an effective 45 positions and a B diversification grade.
What does SPY hold that DIA doesn't?
SPY's largest holdings that DIA doesn't hold include AVGO, GOOG, MU, META, TSLA. Its category is US large-cap, versus DIA's US blue-chip (Dow 30).
Which is more concentrated, DIA or SPY?
DIA's top 10 holdings are 59% of its listed weight; SPY's are 71%. The more concentrated fund leans harder on its largest names.

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