Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
48.0%
% of PWV's 50 holdings also in SPVU
24.7%
% of SPVU's 97 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 | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.6% | 5.6% | 3.6% |
|
BANK OF AMERICA CORP | 3.3% | 4.9% | 3.3% |
|
EXXON MOBIL CORP | 3.3% | 5.1% | 3.3% |
|
COMCAST CORP-CL A | 3.2% | 3.3% | 3.2% |
|
WELLS FARGO & CO | 3.1% | 4.2% | 3.1% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to SPVU
|
ABBVIE INC | 4.0% |
|
INTL BUSINESS MACHINES CORP | 3.8% |
|
JOHNSON & JOHNSON | 3.6% |
|
AMGEN INC | 3.5% |
|
ABBOTT LABORATORIES | 3.5% |
|
CISCO SYSTEMS INC | 3.5% |
|
MORGAN STANLEY | 3.3% |
|
CATERPILLAR INC | 3.2% |
|
AFLAC INC | 1.7% |
|
HCA HOLDINGS INC | 1.7% |
PWV Underweight Relative to SPVU
|
BERKSHIRE HATHAWAY INC-CL B | -5.6% |
|
AT&T INC | -3.7% |
|
CVS CAREMARK CORP | -2.7% |
|
CITIGROUP INC | -2.6% |
|
JPMORGAN CHASE & CO | -2.0% |
|
EXXON MOBIL CORP | -1.8% |
|
BANK OF AMERICA CORP | -1.6% |
|
CHEVRON CORP | -1.4% |
|
US BANCORP | -1.4% |
|
MCKESSON CORP | -1.3% |