# Portfolio overlap — IIRLX vs SWPPX

Comparing **VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO** (2026-03-31) and **Schwab S&P 500 Index Fund** (2026-01-31).

- Shared positions: 190
- VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO covered by Schwab S&P 500 Index Fund: 0.8530894633700688546049099949
- Schwab S&P 500 Index Fund covered by VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO: 0.8530894633700688546049099949

## VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.085821 | ✓ |
| APPLE INC | 0.076875 | ✓ |
| MICROSOFT CORP | 0.057723 | ✓ |
| AMAZON.COM INC | 0.042006 | ✓ |
| ALPHABET INC CL A | 0.035145 | ✓ |
| BROADCOM INC | 0.030054 | ✓ |
| ALPHABET INC CL C | 0.028547 | ✓ |
| META PLATFORMS INC CL A | 0.026265 | ✓ |
| TESLA INC | 0.022054 | ✓ |
| BERKSHIRE HATH-B | 0.018583 | ✓ |
| JPMORGAN CHASE and CO | 0.016802 | ✓ |
| LILLY ELI and CO | 0.015493 | ✓ |
| EXXON MOBIL CORP | 0.015071 | ✓ |
| JOHNSON&JOHNSON | 0.012368 | ✓ |
| WALMART INC | 0.011369 | ✓ |
| VISA INC-CLASS A | 0.010697 | ✓ |
| COSTCO WHOLESALE CORP | 0.009299 | ✓ |
| NETFLIX INC | 0.008568 | ✓ |
| MASTERCARD INC CL A | 0.008452 | ✓ |
| CHEVRON CORP | 0.008150 | ✓ |
| ABBVIE INC | 0.008101 | ✓ |
| MICRON TECHNOLOGY INC | 0.007937 | ✓ |
| PROCTER & GAMBLE | 0.007133 | ✓ |
| CATERPILLAR INC | 0.006897 | ✓ |
| ADV MICRO DEVICE | 0.006888 | ✓ |
| HOME DEPOT INC | 0.006885 | ✓ |
| BANK OF AMERICA CORPORATION | 0.006732 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.006718 | ✓ |
| CISCO SYSTEMS INC | 0.006493 | ✓ |
| MERCK & CO | 0.006286 | ✓ |
| COCA-COLA CO/THE | 0.006218 | ✓ |
| GENERAL ELECTRIC CO | 0.006206 | ✓ |
| APPLIED MATERIALS INC | 0.005701 | ✓ |
| LAM RESEARCH CORP | 0.005640 | ✓ |
| iShares Russell Top 200 ETF | 0.005427 |  |
| RTX CORP | 0.005426 | ✓ |
| PHILIP MORRIS INTL INC | 0.005416 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.005226 | ✓ |
| ORACLE CORP | 0.005207 | ✓ |
| WELLS FARGO & CO | 0.005184 | ✓ |
| UNITEDHEALTH GRP | 0.005177 | ✓ |
| GE VERNOVA LLC | 0.004955 | ✓ |
| LINDE PLC | 0.004895 | ✓ |
| INTL BUS MACH CORP | 0.004742 | ✓ |
| MCDONALDS CORP | 0.004671 | ✓ |
| PEPSICO INC | 0.004474 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.004458 | ✓ |
| AT&T INC | 0.004213 | ✓ |
| CITIGROUP INC | 0.004133 | ✓ |
| INTEL CORP | 0.004094 | ✓ |

## Schwab S&P 500 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.078383 | ✓ |
| APPLE INC | 0.064704 | ✓ |
| MICROSOFT CORP | 0.053966 | ✓ |
| AMAZON.COM INC | 0.039307 | ✓ |
| ALPHABET INC CL A | 0.033190 | ✓ |
| ALPHABET INC CL C | 0.026568 | ✓ |
| BROADCOM INC | 0.026414 | ✓ |
| META PLATFORMS INC CL A | 0.026347 | ✓ |
| TESLA INC | 0.020423 | ✓ |
| BERKSHIRE HATH-B | 0.014877 | ✓ |
| JPMORGAN CHASE and CO | 0.014062 | ✓ |
| LILLY ELI and CO | 0.013909 | ✓ |
| EXXON MOBIL CORP | 0.010067 | ✓ |
| JOHNSON&JOHNSON | 0.009245 | ✓ |
| VISA INC-CLASS A | 0.009170 | ✓ |
| WALMART INC | 0.008820 | ✓ |
| MICRON TECHNOLOGY INC | 0.007866 | ✓ |
| MASTERCARD INC CL A | 0.007464 | ✓ |
| COSTCO WHOLESALE CORP | 0.007039 | ✓ |
| ABBVIE INC | 0.006657 | ✓ |
| ADV MICRO DEVICE | 0.006509 | ✓ |
| HOME DEPOT INC | 0.006298 | ✓ |
| BANK OF AMERICA CORPORATION | 0.006034 | ✓ |
| PROCTER & GAMBLE | 0.005990 | ✓ |
| NETFLIX INC | 0.005975 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005657 | ✓ |
| CHEVRON CORP | 0.005653 | ✓ |
| GENERAL ELECTRIC CO | 0.005464 | ✓ |
| CISCO SYSTEMS INC | 0.005211 | ✓ |
| CATERPILLAR INC | 0.005197 | ✓ |
| LAM RESEARCH CORP | 0.004951 | ✓ |
| COCA-COLA CO/THE | 0.004895 | ✓ |
| INTL BUS MACH CORP | 0.004840 | ✓ |
| WELLS FARGO & CO | 0.004797 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004737 | ✓ |
| PHILIP MORRIS INTL INC | 0.004719 | ✓ |
| ORACLE CORP | 0.004673 | ✓ |
| MERCK & CO | 0.004621 | ✓ |
| RTX CORP | 0.004548 | ✓ |
| UNITEDHEALTH GRP | 0.004389 | ✓ |
| APPLIED MATERIALS INC | 0.004335 | ✓ |
| MCDONALDS CORP | 0.003787 | ✓ |
| MORGAN STANLEY | 0.003728 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.003670 | ✓ |
| LINDE PLC | 0.003603 | ✓ |
| PEPSICO INC | 0.003548 | ✓ |
| INTEL CORP | 0.003519 | ✓ |
| CITIGROUP INC | 0.003499 | ✓ |
| SALESFORCE INC | 0.003416 | ✓ |
| WALT DISNEY CO/T | 0.003403 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022832` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1015965/000094040026022832/0000940400-26-022832-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030044` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030044/0001410368-26-030044-index.htm>

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