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   

39

Number of overlapping holdings

39.8%

% of SPVU's 98 holdings also in FNCL

10.2%

% of FNCL's 386 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
BERKSHIRE HATHAWAY INC-CL B 5.3% 8.4% 5.3%
JPMORGAN CHASE & CO 5.0% 7.5% 5.0%
BANK OF AMERICA CORP 4.1% 5.4% 4.1%
WELLS FARGO & CO 3.5% 3.7% 3.5%
GOLDMAN SACHS GROUP INC 2.8% 2.5% 2.5%

Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to FNCL
CVS CAREMARK CORP 5.2%
AT&T INC 4.4%
INTEL CORP 3.4%
CIGNA CORPORATION 3.3%
GENERAL MOTORS CO 2.9%
FORD MOTOR CO 2.6%
MARATHON PETROLEUM 2.6%
CENTENE CORP 1.6%
MICRON TECHNOLOGY INC 1.6%
HUMANA INC 1.5%
SPVU Underweight Relative to FNCL
BERKSHIRE HATHAWAY INC-CL B -3.2%
S&P GLOBAL, INC. -2.6%
JPMORGAN CHASE & CO -2.6%
SCHWAB (CHARLES) CORP -2.6%
AMERICAN EXPRESS CO -2.1%
BLACKROCK INC -2.0%
MARSH & MCLENNAN COS -1.8%
PROGRESSIVE CORP -1.7%
CME GROUP INC -1.6%
PNC FINANCIAL SERVICES GROUP -1.5%
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