Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

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
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 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% |