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
23
Number of overlapping holdings
24.2%
% of SPVU's 95 holdings also in EQRR
46.0%
% of EQRR's 50 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus EQRR)
Overlapping Holdings
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| Company | Weight in SPVU |
Weight in EQRR |
Overlap | |
|---|---|---|---|---|
 |
MARATHON PETROLEUM | 3.1% | 3.0% | 3.0% |
|
BANK OF AMERICA CORP | 5.0% | 2.8% | 2.8% |
|
WELLS FARGO & CO | 4.2% | 2.7% | 2.7% |
|
VALERO ENERGY CORP | 2.3% | 2.7% | 2.3% |
|
AMERICAN INTERNATIONAL GROUP | 1.8% | 2.7% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to EQRR
|
JPMORGAN CHASE & CO | 5.4% |
|
EXXON MOBIL CORP | 4.8% |
|
VERIZON COMMUNICATIONS INC | 4.5% |
|
CHEVRON CORP | 4.5% |
|
CVS CAREMARK CORP | 3.3% |
|
CITIGROUP INC | 3.1% |
|
GOLDMAN SACHS GROUP INC | 2.7% |
|
CIGNA CORPORATION | 2.7% |
|
PHILLIPS 66 | 2.6% |
|
BANK OF AMERICA CORP | 2.2% |
SPVU Underweight Relative to EQRR
|
PIONEER NATURAL RESOURCES CO | -3.1% |
|
EOG RESOURCES, INC. | -3.0% |
|
HESS CORP | -2.9% |
|
HALLIBURTON CO | -2.9% |
|
SCHLUMBERGER LTD | -2.8% |
|
SCHWAB (CHARLES) CORP | -2.6% |
|
LPL FINANCIAL HOLDINGS INC | -2.4% |
|
MARATHON OIL CORP | -2.4% |
|
FIFTH THIRD BANCORP | -2.2% |
|
DIAMONDBACK ENERGY INC | -2.2% |