Fund Overlap

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


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50

Number of overlapping holdings

50.5%

% of SPVM's 99 holdings also in SPVU

50.5%

% of SPVU's 99 holdings also in SPVM

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

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Company Weight
in SPVM
Weight
in SPVU
Overlap
VALERO ENERGY CORP 2.2% 2.0% 2.0%
PHILLIPS 66 1.9% 2.2% 1.9%
MARATHON PETROLEUM 1.9% 2.2% 1.9%
CIGNA CORPORATION 1.8% 2.8% 1.8%
CITIGROUP INC 1.8% 3.1% 1.8%

Position Highlights (Non-Overlapping Exposures)
SPVM Overweight Relative to SPVU
TAPESTRY, INC. 1.3%
BORGWARNER INC 1.2%
UNIVERSAL HEALTH SERVICES-B 1.1%
LOEWS CORP 1.0%
FRANKLIN RESOURCES INC 1.0%
EQT CORP 1.0%
TRAVELERS COS INC/THE 0.9%
BEST BUY CO INC 0.9%
RALPH LAUREN CORP 0.9%
CHUBB LIMITED 0.9%
SPVM Underweight Relative to SPVU
BANK OF AMERICA CORP -5.0%
CHEVRON CORP -4.9%
WELLS FARGO & CO -4.7%
BERKSHIRE HATHAWAY INC-CL B -4.2%
JPMORGAN CHASE & CO -4.2%
EXXON MOBIL CORP -3.7%
CVS CAREMARK CORP -3.4%
VERIZON COMMUNICATIONS INC -2.7%
GOLDMAN SACHS GROUP INC -2.4%
GENERAL MOTORS CO -2.3%
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