Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


For overlap across multiple ETFs use Portfolio Builder   

9

Number of overlapping holdings

24.3%

% of BBLU's 37 holdings also in PWV

18.0%

% of PWV's 50 holdings also in BBLU

Overlap by Weight
Sector Drift (BBLU minus PWV)
Overlapping Holdings

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Company Weight
in BBLU
Weight
in PWV
Overlap
JPMORGAN CHASE & CO 4.0% 3.4% 3.4%
WELLS FARGO & CO 2.5% 3.4% 2.5%
EXXON MOBIL CORP 2.4% 3.4% 2.4%
BANK OF AMERICA CORP 2.4% 3.4% 2.4%
VERIZON COMMUNICATIONS INC 2.3% 3.1% 2.3%

Position Highlights (Non-Overlapping Exposures)
BBLU Overweight Relative to PWV
NVIDIA CORP 6.8%
META PLATFORMS INC 5.1%
MICROSOFT CORP 4.1%
ELI LILLY & CO 4.0%
VISA INC. CLASS A 3.7%
BROADCOM INC. 3.2%
APPLE INC 2.9%
WALT DISNEY CO/THE 2.8%
ORACLE CORP 2.6%
QUALCOMM INC 2.5%
BBLU Underweight Relative to PWV
CONOCOPHILLIPS -3.5%
MORGAN STANLEY -3.4%
INTL BUSINESS MACHINES CORP -3.2%
ABBVIE INC -3.2%
UNION PACIFIC CORP -3.1%
ABBOTT LABORATORIES -3.0%
MICRON TECHNOLOGY INC -1.8%
DELL TECHNOLOGIES INC CLASS C -1.8%
CONSTELLATION ENERGY CORPORATION -1.8%
VALERO ENERGY CORP -1.7%
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