Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
44.0%
% of PWV's 50 holdings also in SPVU
22.4%
% of SPVU's 99 holdings also in PWV
Overlap by Weight
Sector Drift (PWV minus SPVU)
Overlapping Holdings
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| Company | Weight in PWV |
Weight in SPVU |
Overlap | |
|---|---|---|---|---|
 |
WELLS FARGO & CO | 3.7% | 5.1% | 3.7% |
|
EXXON MOBIL CORP | 3.6% | 5.1% | 3.6% |
|
BANK OF AMERICA CORP | 3.5% | 5.4% | 3.5% |
|
JPMORGAN CHASE & CO | 3.4% | 5.4% | 3.4% |
|
CHEVRON CORP | 3.3% | 5.0% | 3.3% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to SPVU
|
MORGAN STANLEY | 3.6% |
|
CONOCOPHILLIPS | 3.5% |
|
UNION PACIFIC CORP | 3.1% |
|
CISCO SYSTEMS INC | 3.1% |
|
JOHNSON & JOHNSON | 3.0% |
|
COMCAST CORP-CL A | 2.9% |
|
ABBVIE INC | 2.8% |
|
INTL BUSINESS MACHINES CORP | 2.8% |
|
ABBOTT LABORATORIES | 2.8% |
|
CONSTELLATION ENERGY CORPORATION | 2.2% |
PWV Underweight Relative to SPVU
|
BERKSHIRE HATHAWAY INC-CL B | -5.0% |
|
CITIGROUP INC | -3.4% |
|
GOLDMAN SACHS GROUP INC | -2.6% |
|
CVS CAREMARK CORP | -2.3% |
|
JPMORGAN CHASE & CO | -2.0% |
|
BANK OF AMERICA CORP | -1.9% |
|
CHEVRON CORP | -1.6% |
|
EXXON MOBIL CORP | -1.5% |
|
WELLS FARGO & CO | -1.4% |
|
CIGNA CORPORATION | -1.3% |