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   

31

Number of overlapping holdings

31.6%

% of SPVU's 99 holdings also in FNCL

7.7%

% of FNCL's 414 holdings also in SPVU

Overlap by Weight
Sector Drift (SPVU minus FNCL)
Overlapping Holdings

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Company Weight
in SPVU
Weight
in FNCL
Overlap
JPMORGAN CHASE & CO 5.3% 8.2% 5.3%
BERKSHIRE HATHAWAY INC-CL B 5.0% 8.2% 5.0%
BANK OF AMERICA CORP 5.1% 3.8% 3.8%
WELLS FARGO & CO 4.7% 3.1% 3.1%
GOLDMAN SACHS GROUP INC 2.3% 2.0% 2.0%

Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to FNCL
EXXON MOBIL CORP 5.2%
CHEVRON CORP 4.8%
VERIZON COMMUNICATIONS INC 3.8%
CVS CAREMARK CORP 3.1%
CIGNA CORPORATION 2.7%
MARATHON PETROLEUM 2.7%
GENERAL MOTORS CO 2.4%
VALERO ENERGY CORP 2.4%
PHILLIPS 66 2.3%
FORD MOTOR CO 2.1%
SPVU Underweight Relative to FNCL
VISA INC. CLASS A -7.0%
MASTERCARD INCORPORATED CLASS A -6.1%
BERKSHIRE HATHAWAY INC-CL B -3.2%
JPMORGAN CHASE & CO -2.9%
S&P GLOBAL, INC. -2.1%
AMERICAN EXPRESS CO -2.1%
BLACKROCK INC -1.9%
PROGRESSIVE CORP -1.7%
MORGAN STANLEY -1.6%
CHUBB LIMITED -1.6%
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