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   

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%
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