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% |