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% |