Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
38.0%
% of PWV's 50 holdings also in SPVU
20.0%
% of SPVU's 96 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 | 3.4% | 4.6% | 3.4% |
|
EXXON MOBIL CORP | 3.4% | 5.0% | 3.4% |
|
BANK OF AMERICA CORP | 3.3% | 4.7% | 3.3% |
|
CHEVRON CORP | 3.1% | 4.2% | 3.1% |
|
CVS CAREMARK CORP | 1.6% | 3.7% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to SPVU
|
PHILIP MORRIS INTERNATIONAL | 3.9% |
|
JPMORGAN CHASE & CO | 3.5% |
|
ABBVIE INC | 3.5% |
|
INTL BUSINESS MACHINES CORP | 3.4% |
|
JOHNSON & JOHNSON | 3.3% |
|
PROCTER & GAMBLE CO/THE | 3.3% |
|
HOME DEPOT INC | 3.3% |
|
MORGAN STANLEY | 3.3% |
|
CISCO SYSTEMS INC | 3.3% |
|
GOLDMAN SACHS GROUP INC | 3.3% |
PWV Underweight Relative to SPVU
|
BERKSHIRE HATHAWAY INC-CL B | -6.1% |
|
VERIZON COMMUNICATIONS INC | -3.3% |
|
COMCAST CORP-CL A | -3.0% |
|
CIGNA CORPORATION | -2.5% |
|
ELEVANCE HEALTH INC | -2.5% |
|
CHUBB LIMITED | -2.2% |
|
CVS CAREMARK CORP | -2.1% |
|
AT&T INC | -2.0% |
|
MCKESSON CORP | -1.9% |
|
FORD MOTOR CO | -1.7% |