Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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18
Number of overlapping holdings
18.4%
% of SPVU's 99 holdings also in KBWB
75.0%
% of KBWB's 24 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus KBWB)
Overlapping Holdings
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Company | Weight in SPVU |
Weight in KBWB |
Overlap | |
---|---|---|---|---|
JPMORGAN CHASE & CO | 5.4% | 7.8% | 5.4% | |
BANK OF AMERICA CORP | 5.4% | 8.1% | 5.4% | |
WELLS FARGO & CO | 5.1% | 8.1% | 5.1% | |
CITIGROUP INC | 3.4% | 4.2% | 3.4% | |
GOLDMAN SACHS GROUP INC | 2.6% | 8.5% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to KBWB
EXXON MOBIL CORP | 5.1% | |
BERKSHIRE HATHAWAY INC-CL B | 5.0% | |
CHEVRON CORP | 5.0% | |
VERIZON COMMUNICATIONS INC | 3.7% | |
CIGNA CORPORATION | 2.7% | |
GENERAL MOTORS CO | 2.5% | |
CVS CAREMARK CORP | 2.3% | |
MARATHON PETROLEUM | 2.2% | |
VALERO ENERGY CORP | 2.0% | |
PHILLIPS 66 | 2.0% |
SPVU Underweight Relative to KBWB
MORGAN STANLEY | -8.3% | |
GOLDMAN SACHS GROUP INC | -5.9% | |
FIFTH THIRD BANCORP | -3.6% | |
M & T BANK CORP | -3.4% | |
NORTHERN TRUST CORP | -3.3% | |
HUNTINGTON BANCSHARES INC | -3.3% | |
STATE STREET CORP | -3.2% | |
WELLS FARGO & CO | -3.0% | |
REGIONS FINANCIAL CORP | -2.9% | |
BANK OF NEW YORK MELLON CORP | -2.8% |