Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
16
Number of overlapping holdings
16.3%
% of SPVU's 98 holdings also in PKW
8.4%
% of PKW's 191 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus PKW)
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 PKW |
Overlap | |
---|---|---|---|---|
COMCAST CORP-CL A | 3.3% | 4.7% | 3.3% | |
MARATHON PETROLEUM | 1.8% | 2.1% | 1.8% | |
PHILLIPS 66 | 1.8% | 2.1% | 1.8% | |
VALERO ENERGY CORP | 1.8% | 1.8% | 1.8% | |
MCKESSON CORP | 1.4% | 2.7% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to PKW
JPMORGAN CHASE & CO | 5.2% | |
BANK OF AMERICA CORP | 5.2% | |
BERKSHIRE HATHAWAY INC-CL B | 5.1% | |
EXXON MOBIL CORP | 5.0% | |
CHEVRON CORP | 4.7% | |
WELLS FARGO & CO | 4.2% | |
AT&T INC | 3.6% | |
VERIZON COMMUNICATIONS INC | 3.1% | |
CVS CAREMARK CORP | 2.8% | |
CITIGROUP INC | 2.7% |
SPVU Underweight Relative to PKW
T-MOBILE US, INC. | -5.7% | |
JOHNSON & JOHNSON | -5.0% | |
BOOKING HOLDINGS INC. | -4.9% | |
LOCKHEED MARTIN CORP | -4.1% | |
DEERE & CO | -3.8% | |
FISERV, INC. | -3.3% | |
HCA HOLDINGS INC | -3.1% | |
MARRIOTT INTERNATIONAL-CL A | -2.5% | |
CSX CORP | -2.4% | |
PAYPAL HOLDINGS INC | -2.3% |