Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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18
Number of overlapping holdings
18.4%
% of SPVU's 99 holdings also in KBWB
75.0%
% of KBWB's 24 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus KBWB)
Overlapping Holdings
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| Company | Weight in SPVU |
Weight in KBWB |
Overlap | |
|---|---|---|---|---|
 |
BANK OF AMERICA CORP | 5.3% | 8.3% | 5.3% |
|
JPMORGAN CHASE & CO | 5.2% | 7.7% | 5.2% |
|
WELLS FARGO & CO | 5.1% | 8.4% | 5.1% |
|
CITIGROUP INC | 3.2% | 4.1% | 3.2% |
|
GOLDMAN SACHS GROUP INC | 2.4% | 8.0% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to KBWB
|
EXXON MOBIL CORP | 5.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.0% |
|
CHEVRON CORP | 4.9% |
|
VERIZON COMMUNICATIONS INC | 3.8% |
|
CVS CAREMARK CORP | 3.0% |
|
CIGNA CORPORATION | 2.8% |
|
MARATHON PETROLEUM | 2.5% |
|
GENERAL MOTORS CO | 2.4% |
|
PHILLIPS 66 | 2.2% |
|
VALERO ENERGY CORP | 2.2% |
SPVU Underweight Relative to KBWB
|
MORGAN STANLEY | -8.2% |
|
GOLDMAN SACHS GROUP INC | -5.6% |
|
FIFTH THIRD BANCORP | -3.6% |
|
M & T BANK CORP | -3.3% |
|
HUNTINGTON BANCSHARES INC | -3.3% |
|
STATE STREET CORP | -3.3% |
|
WELLS FARGO & CO | -3.3% |
|
NORTHERN TRUST CORP | -3.3% |
|
BANK OF AMERICA CORP | -3.0% |
|
REGIONS FINANCIAL CORP | -3.0% |