Fund Overlap

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


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24

Number of overlapping holdings

46.2%

% of SPDV's 52 holdings also in SPVM

24.7%

% of SPVM's 99 holdings also in SPDV

Overlap by Weight
Sector Drift (SPDV minus SPVM)
Overlapping Holdings

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Company Weight
in SPDV
Weight
in SPVM
Overlap
VALERO ENERGY CORP 2.1% 1.8% 1.8%
PHILLIPS 66 1.9% 1.6% 1.6%
HEWLETT PACKARD ENTERPRISE CO. 2.4% 1.5% 1.5%
BEST BUY CO INC 2.1% 1.2% 1.2%
HUNTINGTON BANCSHARES INC 1.9% 1.2% 1.2%

Position Highlights (Non-Overlapping Exposures)
SPDV Overweight Relative to SPVM
3M CO 2.4%
FORD MOTOR CO 2.3%
HP INC. 2.2%
KIMBERLY-CLARK CORP 2.2%
ALTRIA GROUP INC 2.2%
TAPESTRY, INC. 2.1%
CITIZENS FINANCIAL GROUP, INC. 2.0%
AT&T INC 2.0%
TRUIST FINANCIAL CORPORATION 1.9%
HEALTHPEAK PROPERTIES, INC. 1.9%
SPDV Underweight Relative to SPVM
GENERAL MOTORS CO -2.2%
SYNCHRONY FINANCIAL -1.5%
MARATHON PETROLEUM -1.5%
LOEWS CORP -1.4%
CINCINNATI FINANCIAL CORP -1.4%
KROGER CO -1.4%
M & T BANK CORP -1.4%
CAPITAL ONE FINANCIAL CORP -1.3%
AMERICAN INTERNATIONAL GROUP -1.3%
STATE STREET CORP -1.3%
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