Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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28

Number of overlapping holdings

29.2%

% of SPVU's 96 holdings also in FNCL

7.4%

% of FNCL's 402 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 5.4% 8.8% 5.4%
BERKSHIRE HATHAWAY INC-CL B 5.2% 8.3% 5.2%
BANK OF AMERICA CORP 5.0% 4.3% 4.3%
WELLS FARGO & CO 4.3% 3.1% 3.1%
CITIGROUP INC 2.6% 1.8% 1.8%

Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to FNCL
EXXON MOBIL CORP 5.2%
CHEVRON CORP 4.4%
AT&T INC 3.9%
COMCAST CORP-CL A 3.3%
VERIZON COMMUNICATIONS INC 3.1%
CVS CAREMARK CORP 3.1%
GENERAL MOTORS CO 2.1%
CIGNA CORPORATION 2.0%
MARATHON PETROLEUM 1.7%
PHILLIPS 66 1.7%
SPVU Underweight Relative to FNCL
VISA INC. CLASS A -5.9%
MASTERCARD INCORPORATED CLASS A -5.2%
JPMORGAN CHASE & CO -3.4%
BERKSHIRE HATHAWAY INC-CL B -3.0%
GOLDMAN SACHS GROUP INC -2.3%
S&P GLOBAL, INC. -2.3%
AMERICAN EXPRESS CO -2.0%
MORGAN STANLEY -1.8%
BLACKROCK INC -1.8%
PROGRESSIVE CORP -1.8%
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