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   

21

Number of overlapping holdings

42.0%

% of PWV's 50 holdings also in SPVU

21.2%

% of SPVU's 99 holdings also in PWV

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

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Company Weight
in PWV
Weight
in SPVU
Overlap
WELLS FARGO & CO 3.8% 4.7% 3.8%
JPMORGAN CHASE & CO 3.6% 5.3% 3.6%
BANK OF AMERICA CORP 3.4% 5.0% 3.4%
VERIZON COMMUNICATIONS INC 3.3% 4.0% 3.3%
CHEVRON CORP 3.2% 4.9% 3.2%

Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to SPVU
ABBVIE INC 3.9%
HOME DEPOT INC 3.6%
INTL BUSINESS MACHINES CORP 3.6%
ABBOTT LABORATORIES 3.5%
JOHNSON & JOHNSON 3.2%
CISCO SYSTEMS INC 3.0%
COMCAST CORP-CL A 2.9%
CONOCOPHILLIPS 2.9%
INTEL CORP 2.9%
HCA HOLDINGS INC 1.6%
PWV Underweight Relative to SPVU
BERKSHIRE HATHAWAY INC-CL B -5.3%
CVS CAREMARK CORP -3.4%
CITIGROUP INC -3.1%
GOLDMAN SACHS GROUP INC -2.4%
EXXON MOBIL CORP -1.8%
JPMORGAN CHASE & CO -1.7%
CHEVRON CORP -1.7%
BANK OF AMERICA CORP -1.6%
MCKESSON CORP -1.6%
TRUIST FINANCIAL CORPORATION -1.2%
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