Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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31
Number of overlapping holdings
31.6%
% of SPVU's 99 holdings also in VFH
8.3%
% of VFH's 398 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus VFH)
Overlapping Holdings
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| Company | Weight in SPVU |
Weight in VFH |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 5.4% | 8.6% | 5.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.0% | 8.1% | 5.0% |
|
BANK OF AMERICA CORP | 5.4% | 4.1% | 4.1% |
|
WELLS FARGO & CO | 5.1% | 3.4% | 3.4% |
|
GOLDMAN SACHS GROUP INC | 2.6% | 2.2% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to VFH
|
EXXON MOBIL CORP | 5.1% |
|
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% |
|
FORD MOTOR CO | 1.9% |
SPVU Underweight Relative to VFH
|
VISA INC. CLASS A | -5.8% |
|
MASTERCARD INCORPORATED CLASS A | -5.7% |
|
JPMORGAN CHASE & CO | -3.1% |
|
BERKSHIRE HATHAWAY INC-CL B | -3.1% |
|
AMERICAN EXPRESS CO | -2.1% |
|
S&P GLOBAL, INC. | -2.1% |
|
PROGRESSIVE CORP | -1.9% |
|
MORGAN STANLEY | -1.8% |
|
BLACKROCK INC | -1.8% |
|
SCHWAB (CHARLES) CORP | -1.7% |