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
27%
OVERLAP
BY WEIGHT
43
# OF OVERLAPPING
HOLDINGS
SELV
80
HOLDINGS
54%
ALSO IN VFMV
VFMV
191
HOLDINGS
24%
ALSO IN SELV
SECTOR DRIFT (SELV minus VFMV)
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 SELV |
Weight in VFMV |
Overlap | |
|---|---|---|---|---|
 |
MCKESSON CORP | 2.6% | 1.8% | 1.8% |
|
CISCO SYSTEMS INC | 2.8% | 1.6% | 1.6% |
|
APPLE INC | 2.9% | 1.5% | 1.5% |
|
CENCORA INC | 1.4% | 1.4% | 1.4% |
|
VERIZON COMMUNICATIONS INC | 2.0% | 1.3% | 1.3% |
SELV Overweight Relative to VFMV
|
JOHNSON & JOHNSON | 2.8% |
|
WAL-MART STORES INC | 2.5% |
|
GILEAD SCIENCES INC | 2.3% |
|
MICROSOFT CORP | 2.3% |
|
COGNIZANT TECH SOLUTIONS-A | 2.2% |
|
MERCK & CO. INC. | 2.2% |
|
WR BERKLEY CORP | 2.1% |
 |
ACCENTURE PLC-CL A | 2.1% |
|
AMPHENOL CORP-CL A | 1.9% |
|
VISA INC. CLASS A | 1.8% |
SELV Underweight Relative to VFMV
|
LAM RESEARCH CORP | -2.2% |
|
KEYSIGHT TECHNOLOGIES INC | -1.8% |
|
ANALOG DEVICES INC | -1.6% |
|
TJX COMPANIES INC | -1.6% |
|
INNOVIVA, INC. | -1.5% |
|
CME GROUP INC | -1.5% |
|
COCA-COLA CO/THE | -1.5% |
|
FRESH DEL MONTE PRODUCE INC | -1.4% |
|
ITT, INC. | -1.4% |
|
EBAY INC | -1.4% |