Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
24
Number of overlapping holdings
48.0%
% of PWV's 50 holdings also in SPVU
24.5%
% of SPVU's 98 holdings also in PWV
Overlap by Weight
Sector Drift (PWV minus SPVU)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in PWV |
Weight in SPVU |
Overlap | |
---|---|---|---|---|
BANK OF AMERICA CORP | 3.5% | 5.2% | 3.5% | |
JPMORGAN CHASE & CO | 3.4% | 5.2% | 3.4% | |
COMCAST CORP-CL A | 3.3% | 3.3% | 3.3% | |
EXXON MOBIL CORP | 3.3% | 5.0% | 3.3% | |
CHEVRON CORP | 3.2% | 4.7% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to SPVU
ABBVIE INC | 3.6% | |
AMGEN INC | 3.6% | |
INTL BUSINESS MACHINES CORP | 3.5% | |
JOHNSON & JOHNSON | 3.5% | |
MORGAN STANLEY | 3.3% | |
CISCO SYSTEMS INC | 3.3% | |
CATERPILLAR INC | 3.2% | |
ABBOTT LABORATORIES | 3.2% | |
LOWE'S COS INC | 1.5% | |
UNITED RENTALS INC | 1.5% |
PWV Underweight Relative to SPVU
BERKSHIRE HATHAWAY INC-CL B | -5.1% | |
AT&T INC | -3.6% | |
CVS CAREMARK CORP | -2.8% | |
CITIGROUP INC | -2.7% | |
JPMORGAN CHASE & CO | -1.8% | |
EXXON MOBIL CORP | -1.7% | |
BANK OF AMERICA CORP | -1.7% | |
CHEVRON CORP | -1.5% | |
MCKESSON CORP | -1.4% | |
US BANCORP | -1.3% |