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   

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

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
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%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY