Fund Overlap

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


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17

Number of overlapping holdings

17.3%

% of SPVU's 99 holdings also in PKW

8.7%

% of PKW's 195 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
MARATHON PETROLEUM 2.7% 3.0% 2.7%
PHILLIPS 66 2.3% 2.7% 2.3%
VALERO ENERGY CORP 2.4% 2.2% 2.2%
MCKESSON CORP 1.5% 2.5% 1.5%
AMERICAN INTERNATIONAL GROUP 1.2% 1.9% 1.2%

Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to PKW
JPMORGAN CHASE & CO 5.3%
EXXON MOBIL CORP 5.2%
BANK OF AMERICA CORP 5.1%
BERKSHIRE HATHAWAY INC-CL B 5.0%
CHEVRON CORP 4.8%
WELLS FARGO & CO 4.7%
VERIZON COMMUNICATIONS INC 3.8%
CITIGROUP INC 3.2%
CVS CAREMARK CORP 3.1%
CIGNA CORPORATION 2.7%
SPVU Underweight Relative to PKW
T-MOBILE US, INC. -4.6%
BOOKING HOLDINGS INC. -4.5%
JOHNSON & JOHNSON -4.4%
COMCAST CORP-CL A -4.3%
DEERE & CO -4.1%
LOCKHEED MARTIN CORP -4.0%
FISERV, INC. -3.4%
HCA HOLDINGS INC -3.1%
MARRIOTT INTERNATIONAL-CL A -2.6%
CSX CORP -2.5%
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