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% |