Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
44.0%
% of PWV's 50 holdings also in SPVU
22.4%
% 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 | |
---|---|---|---|---|
EXXON MOBIL CORP | 3.7% | 5.3% | 3.7% | |
WELLS FARGO & CO | 3.7% | 5.1% | 3.7% | |
BANK OF AMERICA CORP | 3.5% | 5.3% | 3.5% | |
CHEVRON CORP | 3.3% | 4.9% | 3.3% | |
JPMORGAN CHASE & CO | 3.3% | 5.2% | 3.3% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to SPVU
CONOCOPHILLIPS | 3.7% | |
MORGAN STANLEY | 3.4% | |
CISCO SYSTEMS INC | 3.2% | |
INTL BUSINESS MACHINES CORP | 3.1% | |
COMCAST CORP-CL A | 3.1% | |
ABBVIE INC | 3.0% | |
UNION PACIFIC CORP | 3.0% | |
JOHNSON & JOHNSON | 3.0% | |
ABBOTT LABORATORIES | 2.9% | |
DELL TECHNOLOGIES INC CLASS C | 1.9% |
PWV Underweight Relative to SPVU
BERKSHIRE HATHAWAY INC-CL B | -5.0% | |
CITIGROUP INC | -3.2% | |
CVS CAREMARK CORP | -3.0% | |
GOLDMAN SACHS GROUP INC | -2.4% | |
JPMORGAN CHASE & CO | -1.9% | |
BANK OF AMERICA CORP | -1.8% | |
CHEVRON CORP | -1.6% | |
EXXON MOBIL CORP | -1.6% | |
WELLS FARGO & CO | -1.4% | |
CIGNA CORPORATION | -1.4% |