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
22
Number of overlapping holdings
22.7%
% of SPVU's 102 holdings also in EQRR
44.0%
% of EQRR's 51 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus EQRR)
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 EQRR |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 4.9% | 3.1% | 3.1% |
|
CVS CAREMARK CORP | 2.8% | 2.6% | 2.6% |
|
JPMORGAN CHASE & CO | 5.2% | 2.1% | 2.1% |
|
WELLS FARGO & CO | 3.9% | 2.0% | 2.0% |
|
MARATHON PETROLEUM | 1.8% | 3.0% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to EQRR
|
BERKSHIRE HATHAWAY INC-CL B | 5.4% |
|
BANK OF AMERICA CORP | 4.8% |
|
CHEVRON CORP | 4.3% |
|
AT&T INC | 4.1% |
|
VERIZON COMMUNICATIONS INC | 3.4% |
|
COMCAST CORP-CL A | 3.3% |
|
JPMORGAN CHASE & CO | 3.1% |
|
CITIGROUP INC | 2.4% |
|
CIGNA CORPORATION | 2.2% |
|
EXXON MOBIL CORP | 1.9% |
SPVU Underweight Relative to EQRR
|
SCHLUMBERGER LTD | -3.1% |
|
HALLIBURTON CO | -3.0% |
|
EOG RESOURCES, INC. | -3.0% |
|
CONOCOPHILLIPS | -2.9% |
|
COTERRA ENERGY INC. | -2.9% |
|
HERSHEY CO/THE | -2.6% |
|
CORTEVA INC | -2.6% |
|
SYSCO CORP | -2.5% |
|
DIAMONDBACK ENERGY INC | -2.5% |
|
CONSTELLATION BRANDS INC-A | -2.4% |