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 97 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 | 4.1% | 5.5% | 4.1% |
|
JPMORGAN CHASE & CO | 5.1% | 2.9% | 2.9% |
|
CIGNA CORPORATION | 2.7% | 4.1% | 2.7% |
|
BANK OF AMERICA CORP | 4.6% | 1.4% | 1.4% |
|
US BANCORP | 1.2% | 3.1% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to DUSA
|
EXXON MOBIL CORP | 5.4% |
|
CHEVRON CORP | 5.3% |
|
VERIZON COMMUNICATIONS INC | 3.9% |
|
CVS CAREMARK CORP | 3.3% |
|
BANK OF AMERICA CORP | 3.3% |
|
MARATHON PETROLEUM | 3.1% |
|
CITIGROUP INC | 2.8% |
|
GOLDMAN SACHS GROUP INC | 2.6% |
|
PHILLIPS 66 | 2.6% |
|
VALERO ENERGY CORP | 2.6% |
SPVU Underweight Relative to DUSA
|
META PLATFORMS INC | -10.7% |
|
BERKSHIRE HATHAWAY INC-CL B | -10.5% |
|
AMAZON.COM INC | -7.5% |
|
CAPITAL ONE FINANCIAL CORP | -6.2% |
|
ALPHABET INC. CLASS C | -4.6% |
|
MARKEL CORP | -4.0% |
|
OWENS CORNING | -4.0% |
|
APPLIED MATERIALS INC | -3.5% |
 |
DBS GROUP HOLDINGS LTD | -3.4% |
|
VIATRIS, INC. | -3.4% |