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   

8

Number of overlapping holdings

8.0%

% of SPVU's 100 holdings also in DUSA

29.6%

% of DUSA's 27 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 4.0% 6.5% 4.0%
JPMORGAN CHASE & CO 5.0% 3.0% 3.0%
CIGNA CORPORATION 2.0% 4.6% 2.0%
INTEL CORP 2.8% 2.0% 2.0%
BANK OF AMERICA CORP 5.1% 1.8% 1.8%

Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to DUSA
EXXON MOBIL CORP 5.2%
AT&T INC 4.3%
VERIZON COMMUNICATIONS INC 3.8%
CITIGROUP INC 3.3%
BANK OF AMERICA CORP 3.3%
MARATHON PETROLEUM 2.7%
CVS CAREMARK CORP 2.6%
GOLDMAN SACHS GROUP INC 2.6%
GENERAL MOTORS CO 2.4%
VALERO ENERGY CORP 2.3%
SPVU Underweight Relative to DUSA
BERKSHIRE HATHAWAY INC-CL B -9.7%
ALPHABET INC. CLASS C -8.2%
CAPITAL ONE FINANCIAL CORP -7.7%
META PLATFORMS INC -6.5%
AMAZON.COM INC -5.6%
US BANCORP -4.7%
MARKEL CORP -4.0%
DBS GROUP HOLDINGS LTD -3.9%
VIATRIS, INC. -3.3%
APPLIED MATERIALS INC -2.9%
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