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
OVERLAP
30%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
PWV
53
HOLDINGS
30%
ALSO IN XLF
XLF
76
HOLDINGS
20%
ALSO IN PWV
SECTOR DRIFT (PWV minus XLF)
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 XLF |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 3.6% | 3.9% | 3.6% |
|
BANK OF AMERICA CORP | 3.6% | 5.1% | 3.6% |
|
JPMORGAN CHASE & CO | 3.5% | 11.9% | 3.5% |
|
WELLS FARGO & CO | 3.5% | 3.3% | 3.3% |
|
MORGAN STANLEY | 3.7% | 3.2% | 3.2% |
PWV Overweight Relative to XLF
|
UNITEDHEALTH GROUP INC | 3.5% |
|
ABBVIE INC | 3.4% |
|
JOHNSON & JOHNSON | 3.3% |
|
COCA-COLA CO/THE | 3.3% |
|
PEPSICO INC | 3.2% |
|
MERCK & CO. INC. | 3.2% |
|
CHEVRON CORP | 3.1% |
|
VERIZON COMMUNICATIONS INC | 3.1% |
|
CARDINAL HEALTH INC | 1.6% |
|
CVS CAREMARK CORP | 1.5% |
PWV Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -11.4% |
|
JPMORGAN CHASE & CO | -8.4% |
|
VISA INC. CLASS A | -7.4% |
|
MASTERCARD INCORPORATED CLASS A | -5.5% |
|
AMERICAN EXPRESS CO | -2.2% |
|
SCHWAB (CHARLES) CORP | -2.1% |
|
BLACKROCK INC | -1.9% |
|
S&P GLOBAL, INC. | -1.6% |
|
PROGRESSIVE CORP | -1.6% |
|
BANK OF AMERICA CORP | -1.5% |