Fund Overlap

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


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OVERLAP
24%

OVERLAP
BY WEIGHT
29

# OF OVERLAPPING
HOLDINGS
SPVU
99
HOLDINGS
30%
ALSO IN FNCL
FNCL
407
HOLDINGS
8%
ALSO IN SPVU
SECTOR DRIFT (SPVU minus FNCL)
OVERLAPPING HOLDINGS

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Company Weight
in SPVU
Weight
in FNCL
Overlap
BERKSHIRE HATHAWAY INC-CL B 4.9% 8.3% 4.9%
BANK OF AMERICA CORP 5.2% 3.6% 3.6%
WELLS FARGO & CO 4.3% 3.0% 3.0%
CITIGROUP INC 3.7% 1.7% 1.7%
CHUBB LIMITED 1.7% 1.4% 1.4%
SPVU Overweight Relative to FNCL
EXXON MOBIL CORP 4.9%
UNITEDHEALTH GROUP INC 4.9%
CHEVRON CORP 3.9%
VERIZON COMMUNICATIONS INC 3.5%
COMCAST CORP-CL A 3.2%
CVS CAREMARK CORP 2.8%
CIGNA CORPORATION 2.4%
GENERAL MOTORS CO 2.0%
ELEVANCE HEALTH INC 2.0%
CITIGROUP INC 2.0%
SPVU Underweight Relative to FNCL
JPMORGAN CHASE & CO -8.6%
VISA INC. CLASS A -7.5%
MASTERCARD INCORPORATED CLASS A -5.7%
BERKSHIRE HATHAWAY INC-CL B -3.4%
GOLDMAN SACHS GROUP INC -2.2%
PROGRESSIVE CORP -2.1%
S&P GLOBAL, INC. -2.0%
AMERICAN EXPRESS CO -1.9%
MORGAN STANLEY -1.8%
BLACKROCK INC -1.8%
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