Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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27
Number of overlapping holdings
27.6%
% of SPVU's 99 holdings also in EQRR
54.0%
% of EQRR's 52 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 | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 5.2% | 3.0% | 3.0% |
|
MARATHON PETROLEUM | 2.7% | 3.3% | 2.7% |
|
WELLS FARGO & CO | 4.7% | 2.6% | 2.6% |
|
JPMORGAN CHASE & CO | 5.3% | 2.6% | 2.6% |
|
BANK OF AMERICA CORP | 5.1% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to EQRR
|
BERKSHIRE HATHAWAY INC-CL B | 5.0% |
|
CHEVRON CORP | 4.8% |
|
VERIZON COMMUNICATIONS INC | 3.8% |
|
CITIGROUP INC | 3.2% |
|
CVS CAREMARK CORP | 3.1% |
|
JPMORGAN CHASE & CO | 2.8% |
|
CIGNA CORPORATION | 2.7% |
|
BANK OF AMERICA CORP | 2.7% |
|
GENERAL MOTORS CO | 2.4% |
|
PHILLIPS 66 | 2.3% |
SPVU Underweight Relative to EQRR
|
PIONEER NATURAL RESOURCES CO | -3.0% |
|
HESS CORP | -2.9% |
|
CONOCOPHILLIPS | -2.8% |
|
LPL FINANCIAL HOLDINGS INC | -2.7% |
|
EOG RESOURCES, INC. | -2.7% |
|
DIAMONDBACK ENERGY INC | -2.7% |
|
SCHLUMBERGER LTD | -2.7% |
|
RAYMOND JAMES FINANCIAL INC | -2.5% |
|
MARATHON OIL CORP | -2.5% |
|
METLIFE INC | -2.5% |