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
25
Number of overlapping holdings
26.3%
% of SPVU's 96 holdings also in COWZ
25.3%
% of COWZ's 100 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus COWZ)
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 SPVU |
Weight in COWZ |
Overlap | |
|---|---|---|---|---|
 |
AT&T INC | 3.6% | 2.2% | 2.2% |
|
EXXON MOBIL CORP | 4.9% | 2.1% | 2.1% |
|
VERIZON COMMUNICATIONS INC | 3.2% | 2.0% | 2.0% |
|
COMCAST CORP-CL A | 3.0% | 2.0% | 2.0% |
|
CHEVRON CORP | 4.1% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to COWZ
|
BERKSHIRE HATHAWAY INC-CL B | 5.7% |
|
BANK OF AMERICA CORP | 4.7% |
|
WELLS FARGO & CO | 4.5% |
|
CVS CAREMARK CORP | 3.6% |
|
CITIGROUP INC | 2.9% |
|
EXXON MOBIL CORP | 2.8% |
|
CIGNA CORPORATION | 2.5% |
|
GENERAL MOTORS CO | 2.4% |
|
ELEVANCE HEALTH INC | 2.4% |
|
CHUBB LIMITED | 2.2% |
SPVU Underweight Relative to COWZ
|
BOOKING HOLDINGS INC. | -2.3% |
|
UBER TECHNOLOGIES, INC. | -2.3% |
|
ALTRIA GROUP INC | -2.2% |
|
HCA HOLDINGS INC | -2.1% |
|
CONOCOPHILLIPS | -2.1% |
|
SALESFORCE.COM INC | -2.1% |
|
APPLIED MATERIALS INC | -2.1% |
|
CISCO SYSTEMS INC | -2.0% |
|
CATERPILLAR INC | -2.0% |
|
JOHNSON & JOHNSON | -2.0% |