Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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99

Number of overlapping holdings

19.8%

% of RWL's 501 holdings also in SPVU

100.0%

% of SPVU's 99 holdings also in RWL

Overlap by Weight
Sector Drift (RWL minus SPVU)
Overlapping Holdings

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Company Weight
in RWL
Weight
in SPVU
Overlap
BERKSHIRE HATHAWAY INC-CL B 2.6% 5.3% 2.6%
EXXON MOBIL CORP 2.0% 4.7% 2.0%
CVS CAREMARK CORP 2.0% 3.4% 2.0%
MCKESSON CORP 1.8% 1.6% 1.6%
JPMORGAN CHASE & CO 1.5% 5.3% 1.5%

Position Highlights (Non-Overlapping Exposures)
RWL Overweight Relative to SPVU
WAL-MART STORES INC 4.1%
AMAZON.COM INC 3.6%
APPLE INC 2.0%
UNITEDHEALTH GROUP INC 1.9%
COSTCO WHOLESALE CORP 1.6%
MICROSOFT CORP 1.3%
CARDINAL HEALTH INC 1.2%
META PLATFORMS INC 1.0%
ELEVANCE HEALTH INC 1.0%
HOME DEPOT INC 1.0%
RWL Underweight Relative to SPVU
BANK OF AMERICA CORP -4.0%
WELLS FARGO & CO -3.9%
JPMORGAN CHASE & CO -3.8%
CHEVRON CORP -3.7%
VERIZON COMMUNICATIONS INC -3.2%
BERKSHIRE HATHAWAY INC-CL B -2.7%
EXXON MOBIL CORP -2.7%
CITIGROUP INC -2.2%
GOLDMAN SACHS GROUP INC -1.7%
CVS CAREMARK CORP -1.4%
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