Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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35
Number of overlapping holdings
36.1%
% of SPVU's 97 holdings also in PKW
11.2%
% of PKW's 313 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus PKW)
Overlapping Holdings
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| Company | Weight in SPVU |
Weight in PKW |
Overlap | |
|---|---|---|---|---|
 |
MORGAN STANLEY | 2.1% | 4.8% | 2.1% |
|
MARATHON PETROLEUM | 2.9% | 2.0% | 2.0% |
|
CIGNA CORPORATION | 1.9% | 2.7% | 1.9% |
|
VALERO ENERGY CORP | 2.4% | 1.7% | 1.7% |
|
NUCOR CORP | 1.2% | 1.3% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to PKW
|
EXXON MOBIL CORP | 5.4% |
|
JPMORGAN CHASE & CO | 5.2% |
|
AT&T INC | 4.6% |
|
BANK OF AMERICA CORP | 4.5% |
|
VERIZON COMMUNICATIONS INC | 4.1% |
|
WELLS FARGO & CO | 3.7% |
|
INTEL CORP | 3.4% |
|
CITIGROUP INC | 3.2% |
|
GOLDMAN SACHS GROUP INC | 2.7% |
|
CVS CAREMARK CORP | 2.6% |
SPVU Underweight Relative to PKW
|
COMCAST CORP-CL A | -5.2% |
|
AMGEN INC | -4.3% |
|
CONOCOPHILLIPS | -4.0% |
|
LOWE'S COS INC | -3.9% |
|
BOOKING HOLDINGS INC. | -3.3% |
|
MORGAN STANLEY | -2.6% |
|
HCA HOLDINGS INC | -2.4% |
|
CHARTER COMMUNICATIONS, INC. CLASS A | -1.8% |
|
KLA-TENCOR CORPORATION | -1.8% |
|
O'REILLY AUTOMOTIVE INC | -1.7% |