# Portfolio overlap — DSPIX vs IVV

Comparing **BNY Mellon Institutional S&P 500 Stock Index Fund** (2026-01-31) and **iShares Core S&P 500 ETF** (2026-03-31).

- Shared positions: 498
- BNY Mellon Institutional S&P 500 Stock Index Fund covered by iShares Core S&P 500 ETF: 0.9516221979791568119334318886
- iShares Core S&P 500 ETF covered by BNY Mellon Institutional S&P 500 Stock Index Fund: 0.9516221979791568119334318888

## BNY Mellon Institutional S&P 500 Stock Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.077947 | ✓ |
| APPLE INC | 0.064348 | ✓ |
| MICROSOFT CORP | 0.053673 | ✓ |
| AMAZON.COM INC | 0.039069 | ✓ |
| ALPHABET INC CL A | 0.033003 | ✓ |
| ALPHABET INC CL C | 0.026419 | ✓ |
| BROADCOM INC | 0.026257 | ✓ |
| META PLATFORMS INC CL A | 0.026189 | ✓ |
| TESLA INC | 0.020298 | ✓ |
| BERKSHIRE HATH-B | 0.014788 | ✓ |
| JPMORGAN CHASE and CO | 0.013975 | ✓ |
| LILLY ELI and CO | 0.013823 | ✓ |
| EXXON MOBIL CORP | 0.010008 | ✓ |
| JOHNSON&JOHNSON | 0.009189 | ✓ |
| VISA INC-CLASS A | 0.009115 | ✓ |
| WALMART INC | 0.008768 | ✓ |
| MICRON TECHNOLOGY INC | 0.007816 | ✓ |
| MASTERCARD INC CL A | 0.007414 | ✓ |
| COSTCO WHOLESALE CORP | 0.006993 | ✓ |
| ABBVIE INC | 0.006615 | ✓ |
| ADV MICRO DEVICE | 0.006468 | ✓ |
| HOME DEPOT INC | 0.006258 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005998 | ✓ |
| PROCTER & GAMBLE | 0.005952 | ✓ |
| NETFLIX INC | 0.005937 | ✓ |
| DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT PLUS MONEY MARKET FUND | 0.005815 |  |
| PALANTIR TECHNOLOGIES INC | 0.005620 | ✓ |
| CHEVRON CORP | 0.005619 | ✓ |
| GENERAL ELECTRIC CO | 0.005431 | ✓ |
| CISCO SYSTEMS INC | 0.005180 | ✓ |
| CATERPILLAR INC | 0.005163 | ✓ |
| LAM RESEARCH CORP | 0.004921 | ✓ |
| COCA-COLA CO/THE | 0.004861 | ✓ |
| INTL BUS MACH CORP | 0.004811 | ✓ |
| WELLS FARGO & CO | 0.004767 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004709 | ✓ |
| PHILIP MORRIS INTL INC | 0.004688 | ✓ |
| ORACLE CORP | 0.004646 | ✓ |
| MERCK & CO | 0.004593 | ✓ |
| RTX CORP | 0.004521 | ✓ |
| UNITEDHEALTH GRP | 0.004362 | ✓ |
| APPLIED MATERIALS INC | 0.004309 | ✓ |
| MCDONALDS CORP | 0.003765 | ✓ |
| MORGAN STANLEY | 0.003706 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.003648 | ✓ |
| LINDE PLC | 0.003581 | ✓ |
| PEPSICO INC | 0.003525 | ✓ |
| INTEL CORP | 0.003497 | ✓ |
| CITIGROUP INC | 0.003475 | ✓ |
| SALESFORCE INC | 0.003392 | ✓ |

## iShares Core S&P 500 ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.075591 | ✓ |
| APPLE INC | 0.066458 | ✓ |
| MICROSOFT CORP | 0.049029 | ✓ |
| AMAZON.COM INC | 0.036290 | ✓ |
| ALPHABET INC CL A | 0.029862 | ✓ |
| BROADCOM INC | 0.026175 | ✓ |
| ALPHABET INC CL C | 0.023929 | ✓ |
| META PLATFORMS INC CL A | 0.022320 | ✓ |
| TESLA INC | 0.018649 | ✓ |
| BERKSHIRE HATH-B | 0.015673 | ✓ |
| JPMORGAN CHASE and CO | 0.014147 | ✓ |
| LILLY ELI and CO | 0.013000 | ✓ |
| EXXON MOBIL CORP | 0.012647 | ✓ |
| JOHNSON&JOHNSON | 0.010507 | ✓ |
| WALMART INC | 0.009717 | ✓ |
| VISA INC-CLASS A | 0.009063 | ✓ |
| COSTCO WHOLESALE CORP | 0.007889 | ✓ |
| MASTERCARD INC CL A | 0.007258 | ✓ |
| NETFLIX INC | 0.007241 | ✓ |
| CHEVRON CORP | 0.006918 | ✓ |
| ABBVIE INC | 0.006856 | ✓ |
| MICRON TECHNOLOGY INC | 0.006782 | ✓ |
| PROCTER & GAMBLE | 0.005987 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005960 | ✓ |
| ADV MICRO DEVICE | 0.005916 | ✓ |
| CATERPILLAR INC | 0.005879 | ✓ |
| HOME DEPOT INC | 0.005840 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005770 | ✓ |
| CISCO SYSTEMS INC | 0.005468 | ✓ |
| MERCK & CO | 0.005325 | ✓ |
| GENERAL ELECTRIC CO | 0.005309 | ✓ |
| COCA-COLA CO/THE | 0.005252 | ✓ |
| APPLIED MATERIALS INC | 0.004839 | ✓ |
| LAM RESEARCH CORP | 0.004759 | ✓ |
| RTX CORP | 0.004619 | ✓ |
| PHILIP MORRIS INTL INC | 0.004591 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004526 | ✓ |
| ORACLE CORP | 0.004450 | ✓ |
| WELLS FARGO & CO | 0.004391 | ✓ |
| UNITEDHEALTH GRP | 0.004372 | ✓ |
| GE VERNOVA LLC | 0.004196 | ✓ |
| LINDE PLC | 0.004129 | ✓ |
| INTL BUS MACH CORP | 0.004041 | ✓ |
| MCDONALDS CORP | 0.003948 | ✓ |
| PEPSICO INC | 0.003785 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003776 | ✓ |
| INTEL CORP | 0.003696 | ✓ |
| AT&T INC | 0.003620 | ✓ |
| CITIGROUP INC | 0.003535 | ✓ |
| MORGAN STANLEY | 0.003532 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-011339` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/819940/000094040026011339/0000940400-26-011339-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012459` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000207169126012459/0002071691-26-012459-index.htm>

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