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
8.0%
% 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% |