Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
12.6%
% of SPVU's 96 holdings also in KBWB
50.0%
% 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 | 4.4% | 7.9% | 4.4% |
|
WELLS FARGO & CO | 4.2% | 8.0% | 4.2% |
|
CITIGROUP INC | 2.7% | 3.9% | 2.7% |
|
CAPITAL ONE FINANCIAL CORP | 1.2% | 4.0% | 1.2% |
|
US BANCORP | 1.1% | 4.0% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to KBWB
|
BERKSHIRE HATHAWAY INC-CL B | 6.0% |
|
EXXON MOBIL CORP | 5.1% |
|
CHEVRON CORP | 4.3% |
|
CVS CAREMARK CORP | 3.8% |
|
AT&T INC | 3.6% |
|
VERIZON COMMUNICATIONS INC | 3.4% |
|
COMCAST CORP-CL A | 3.1% |
|
ELEVANCE HEALTH INC | 2.6% |
|
CIGNA CORPORATION | 2.6% |
|
GENERAL MOTORS CO | 2.4% |
SPVU Underweight Relative to KBWB
|
JPMORGAN CHASE & CO | -8.5% |
|
MORGAN STANLEY | -8.0% |
|
GOLDMAN SACHS GROUP INC | -8.0% |
|
WELLS FARGO & CO | -3.9% |
|
PNC FINANCIAL SERVICES GROUP | -3.9% |
|
TRUIST FINANCIAL CORPORATION | -3.8% |
|
BANK OF AMERICA CORP | -3.5% |
|
M & T BANK CORP | -3.5% |
|
STATE STREET CORP | -3.5% |
|
FIFTH THIRD BANCORP | -3.4% |