Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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8
Number of overlapping holdings
8.2%
% of SPVU's 99 holdings also in DUSA
36.4%
% of DUSA's 23 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus DUSA)
Overlapping Holdings
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Company | Weight in SPVU |
Weight in DUSA |
Overlap | |
---|---|---|---|---|
WELLS FARGO & CO | 5.1% | 5.7% | 5.1% | |
BERKSHIRE HATHAWAY INC-CL B | 5.0% | 9.6% | 5.0% | |
JPMORGAN CHASE & CO | 5.2% | 3.1% | 3.1% | |
CIGNA CORPORATION | 2.8% | 3.9% | 2.8% | |
CAPITAL ONE FINANCIAL CORP | 1.4% | 9.9% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to DUSA
BANK OF AMERICA CORP | 5.3% | |
EXXON MOBIL CORP | 5.3% | |
CHEVRON CORP | 4.9% | |
VERIZON COMMUNICATIONS INC | 3.8% | |
CITIGROUP INC | 3.2% | |
CVS CAREMARK CORP | 3.0% | |
MARATHON PETROLEUM | 2.5% | |
GENERAL MOTORS CO | 2.4% | |
GOLDMAN SACHS GROUP INC | 2.4% | |
PHILLIPS 66 | 2.2% |
SPVU Underweight Relative to DUSA
META PLATFORMS INC | -12.8% | |
CAPITAL ONE FINANCIAL CORP | -8.4% | |
AMAZON.COM INC | -8.1% | |
MARKEL CORP | -4.7% | |
BERKSHIRE HATHAWAY INC-CL B | -4.6% | |
VIATRIS, INC. | -4.3% | |
MGM MIRAGE | -4.3% | |
APPLIED MATERIALS INC | -4.3% | |
ALPHABET INC. CLASS C | -3.9% | |
OWENS CORNING | -3.2% |