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
31
Number of overlapping holdings
31.6%
% of SPVU's 99 holdings also in IXG
15.3%
% of IXG's 207 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus IXG)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SPVU |
Weight in IXG |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 5.3% | 5.7% | 5.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.0% | 7.6% | 5.0% |
|
BANK OF AMERICA CORP | 5.1% | 2.6% | 2.6% |
|
WELLS FARGO & CO | 4.7% | 2.1% | 2.1% |
|
GOLDMAN SACHS GROUP INC | 2.3% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to IXG
|
EXXON MOBIL CORP | 5.2% |
|
CHEVRON CORP | 4.8% |
|
VERIZON COMMUNICATIONS INC | 3.8% |
|
CVS CAREMARK CORP | 3.1% |
|
CIGNA CORPORATION | 2.7% |
|
MARATHON PETROLEUM | 2.7% |
|
WELLS FARGO & CO | 2.6% |
|
BANK OF AMERICA CORP | 2.5% |
|
GENERAL MOTORS CO | 2.4% |
|
VALERO ENERGY CORP | 2.4% |
SPVU Underweight Relative to IXG
|
VISA INC. CLASS A | -4.4% |
|
MASTERCARD INCORPORATED CLASS A | -3.9% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.6% |
 |
HSBC HOLDINGS PLC | -1.6% |
 |
ROYAL BANK OF CANADA | -1.4% |
|
S&P GLOBAL, INC. | -1.4% |
 |
COMMONWEALTH BANK OF AUSTRAL | -1.3% |
|
AMERICAN EXPRESS CO | -1.3% |
 |
MITSUBISHI UFJ FINANCIAL GRO | -1.2% |
|
PROGRESSIVE CORP | -1.2% |