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
23
Number of overlapping holdings
13.7%
% of PALC's 168 holdings also in SPVU
23.5%
% of SPVU's 98 holdings also in PALC
Overlap by Weight
Sector Drift (PALC minus SPVU)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in PALC |
Weight in SPVU |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 2.1% | 5.1% | 2.1% |
|
JPMORGAN CHASE & CO | 1.4% | 5.2% | 1.4% |
|
MARATHON PETROLEUM | 0.4% | 1.8% | 0.4% |
|
EMERSON ELECTRIC CO | 0.4% | 1.2% | 0.4% |
|
AMERISOURCEBERGEN CORP | 0.3% | 0.7% | 0.3% |
Position Highlights (Non-Overlapping Exposures)
PALC Overweight Relative to SPVU
|
APPLE INC | 8.0% |
|
MICROSOFT CORP | 7.0% |
|
NVIDIA CORP | 6.9% |
|
BROADCOM INC. | 5.3% |
|
META PLATFORMS INC | 4.5% |
|
AMAZON.COM INC | 4.1% |
|
COSTCO WHOLESALE CORP | 3.0% |
|
ELI LILLY & CO | 2.9% |
|
JOHNSON & JOHNSON | 2.3% |
|
NETFLIX INC | 2.2% |
PALC Underweight Relative to SPVU
|
BANK OF AMERICA CORP | -5.2% |
|
EXXON MOBIL CORP | -5.0% |
|
CHEVRON CORP | -4.7% |
|
WELLS FARGO & CO | -4.2% |
|
JPMORGAN CHASE & CO | -3.9% |
|
AT&T INC | -3.6% |
|
COMCAST CORP-CL A | -3.3% |
|
VERIZON COMMUNICATIONS INC | -3.1% |
|
BERKSHIRE HATHAWAY INC-CL B | -3.0% |
|
CVS CAREMARK CORP | -2.8% |