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

46.0%

% of PWV's 50 holdings also in SPVU

23.2%

% 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
EXXON MOBIL CORP 3.5% 5.2% 3.5%
CHEVRON CORP 3.4% 5.1% 3.4%
WELLS FARGO & CO 3.4% 4.2% 3.4%
JPMORGAN CHASE & CO 3.3% 5.1% 3.3%
VERIZON COMMUNICATIONS INC 3.3% 4.0% 3.3%

Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to SPVU
INTEL CORP 3.7%
MORGAN STANLEY 3.5%
QUALCOMM INC 3.4%
ABBVIE INC 3.3%
CISCO SYSTEMS INC 3.3%
COMCAST CORP-CL A 3.2%
JOHNSON & JOHNSON 3.2%
ABBOTT LABORATORIES 3.1%
UNITED PARCEL SERVICE-CL B 3.1%
DELL TECHNOLOGIES INC CLASS C 1.7%
PWV Underweight Relative to SPVU
CVS CAREMARK CORP -3.3%
CITIGROUP INC -2.8%
GOLDMAN SACHS GROUP INC -2.7%
JPMORGAN CHASE & CO -1.8%
EXXON MOBIL CORP -1.7%
CHEVRON CORP -1.7%
MARATHON PETROLEUM -1.6%
MCKESSON CORP -1.5%
BANK OF AMERICA CORP -1.5%
PNC FINANCIAL SERVICES GROUP -1.3%
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