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
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
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 | |
|---|---|---|---|---|
 |
MARATHON PETROLEUM | 2.5% | 2.8% | 2.5% |
|
PHILLIPS 66 | 2.2% | 2.5% | 2.2% |
|
VALERO ENERGY CORP | 2.2% | 2.1% | 2.1% |
|
MCKESSON CORP | 1.5% | 2.6% | 1.5% |
|
AMERICAN INTERNATIONAL GROUP | 1.2% | 1.9% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to PKW
|
BANK OF AMERICA CORP | 5.3% |
|
EXXON MOBIL CORP | 5.3% |
|
JPMORGAN CHASE & CO | 5.2% |
|
WELLS FARGO & CO | 5.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.0% |
|
CHEVRON CORP | 4.9% |
|
VERIZON COMMUNICATIONS INC | 3.8% |
|
CITIGROUP INC | 3.2% |
|
CVS CAREMARK CORP | 3.0% |
|
CIGNA CORPORATION | 2.8% |
SPVU Underweight Relative to PKW
|
T-MOBILE US, INC. | -4.9% |
|
JOHNSON & JOHNSON | -4.5% |
|
BOOKING HOLDINGS INC. | -4.4% |
|
COMCAST CORP-CL A | -4.4% |
|
LOCKHEED MARTIN CORP | -4.3% |
|
DEERE & CO | -4.2% |
|
FISERV, INC. | -3.3% |
|
HCA HOLDINGS INC | -3.0% |
|
MARRIOTT INTERNATIONAL-CL A | -2.6% |
|
CSX CORP | -2.5% |