Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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98
Number of overlapping holdings
19.7%
% of RWL's 499 holdings also in SPVU
100.0%
% of SPVU's 99 holdings also in RWL
Overlap by Weight
Sector Drift (RWL minus SPVU)
Overlapping Holdings
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| Company | Weight in RWL |
Weight in SPVU |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 2.2% | 5.0% | 2.2% |
|
EXXON MOBIL CORP | 2.1% | 5.1% | 2.1% |
|
MCKESSON CORP | 1.9% | 1.6% | 1.6% |
|
CVS CAREMARK CORP | 1.6% | 2.3% | 1.6% |
|
JPMORGAN CHASE & CO | 1.5% | 5.4% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
RWL Overweight Relative to SPVU
|
WAL-MART STORES INC | 3.8% |
|
AMAZON.COM INC | 3.6% |
|
APPLE INC | 2.4% |
|
UNITEDHEALTH GROUP INC | 2.3% |
|
COSTCO WHOLESALE CORP | 1.6% |
|
MICROSOFT CORP | 1.4% |
|
ALPHABET INC. CLASS C | 1.1% |
|
ALPHABET INC. CLASS A | 1.1% |
|
CARDINAL HEALTH INC | 1.1% |
|
ELEVANCE HEALTH INC | 1.1% |
RWL Underweight Relative to SPVU
|
WELLS FARGO & CO | -4.4% |
|
BANK OF AMERICA CORP | -4.3% |
|
JPMORGAN CHASE & CO | -3.9% |
|
CHEVRON CORP | -3.7% |
|
EXXON MOBIL CORP | -3.0% |
|
VERIZON COMMUNICATIONS INC | -2.9% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.8% |
|
CITIGROUP INC | -2.3% |
|
GOLDMAN SACHS GROUP INC | -1.9% |
|
CIGNA CORPORATION | -1.5% |