Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
22.4%
% of SPVU's 99 holdings also in PWV
44.0%
% of PWV's 50 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus PWV)
Overlapping Holdings
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| Company | Weight in SPVU |
Weight in PWV |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 5.2% | 3.6% | 3.6% |
|
WELLS FARGO & CO | 4.7% | 3.4% | 3.4% |
|
JPMORGAN CHASE & CO | 5.3% | 3.4% | 3.4% |
|
BANK OF AMERICA CORP | 5.1% | 3.3% | 3.3% |
|
CHEVRON CORP | 4.8% | 3.2% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to PWV
|
BERKSHIRE HATHAWAY INC-CL B | 5.0% |
|
CITIGROUP INC | 3.2% |
|
CVS CAREMARK CORP | 3.1% |
|
GOLDMAN SACHS GROUP INC | 2.3% |
|
JPMORGAN CHASE & CO | 2.0% |
|
BANK OF AMERICA CORP | 1.8% |
|
CHEVRON CORP | 1.6% |
|
EXXON MOBIL CORP | 1.5% |
|
CIGNA CORPORATION | 1.3% |
|
WELLS FARGO & CO | 1.3% |
SPVU Underweight Relative to PWV
|
CONOCOPHILLIPS | -3.7% |
|
MORGAN STANLEY | -3.3% |
|
INTL BUSINESS MACHINES CORP | -3.2% |
|
CISCO SYSTEMS INC | -3.1% |
|
COMCAST CORP-CL A | -3.0% |
|
UNION PACIFIC CORP | -3.0% |
|
ABBVIE INC | -3.0% |
|
JOHNSON & JOHNSON | -3.0% |
|
ABBOTT LABORATORIES | -2.9% |
|
DELL TECHNOLOGIES INC CLASS C | -2.1% |