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

17.8%

% of PALC's 174 holdings also in SPVU

31.3%

% of SPVU's 99 holdings also in PALC

Overlap by Weight
Sector Drift (PALC minus SPVU)
Overlapping Holdings

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Company Weight
in PALC
Weight
in SPVU
Overlap
JPMORGAN CHASE & CO 3.1% 5.3% 3.1%
EXXON MOBIL CORP 1.6% 4.7% 1.6%
CHEVRON CORP 0.9% 4.9% 0.9%
MARATHON PETROLEUM 0.6% 2.2% 0.6%
AMERISOURCEBERGEN CORP 0.4% 0.9% 0.4%

Position Highlights (Non-Overlapping Exposures)
PALC Overweight Relative to SPVU
NVIDIA CORP 9.7%
BROADCOM INC. 6.7%
META PLATFORMS INC 6.4%
ELI LILLY & CO 3.6%
MASTERCARD INCORPORATED CLASS A 2.3%
MICROSOFT CORP 2.2%
ALPHABET INC. CLASS C 2.2%
GENERAL ELECTRIC COMPANY 2.1%
VISA INC. CLASS A 2.0%
LINDE PLC 2.0%
PALC Underweight Relative to SPVU
BERKSHIRE HATHAWAY INC-CL B -5.3%
BANK OF AMERICA CORP -5.0%
WELLS FARGO & CO -4.7%
VERIZON COMMUNICATIONS INC -4.0%
CHEVRON CORP -4.0%
EXXON MOBIL CORP -3.1%
CITIGROUP INC -3.1%
CVS CAREMARK CORP -3.1%
CIGNA CORPORATION -2.4%
GOLDMAN SACHS GROUP INC -2.4%
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