Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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98
Number of overlapping holdings
19.9%
% of RWL's 495 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 | |
|---|---|---|---|---|
 |
CVS CAREMARK CORP | 2.8% | 3.5% | 2.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.4% | 5.6% | 2.4% |
|
EXXON MOBIL CORP | 2.0% | 5.1% | 2.0% |
|
MCKESSON CORP | 2.2% | 1.7% | 1.7% |
|
CIGNA CORPORATION | 1.4% | 2.3% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
RWL Overweight Relative to SPVU
|
WAL-MART STORES INC | 3.6% |
|
AMAZON.COM INC | 3.1% |
|
UNITEDHEALTH GROUP INC | 2.2% |
|
APPLE INC | 2.0% |
|
JPMORGAN CHASE & CO | 1.6% |
|
COSTCO WHOLESALE CORP | 1.4% |
|
MICROSOFT CORP | 1.3% |
|
CENCORA INC | 1.0% |
|
META PLATFORMS INC | 0.9% |
|
ALPHABET INC. CLASS C | 0.8% |
RWL Underweight Relative to SPVU
|
WELLS FARGO & CO | -3.6% |
|
BANK OF AMERICA CORP | -3.5% |
|
CHEVRON CORP | -3.5% |
|
BERKSHIRE HATHAWAY INC-CL B | -3.2% |
|
EXXON MOBIL CORP | -3.1% |
|
AT&T INC | -2.5% |
|
COMCAST CORP-CL A | -2.4% |
|
VERIZON COMMUNICATIONS INC | -2.3% |
|
CHUBB LIMITED | -1.8% |
|
CITIGROUP INC | -1.8% |