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
19
Number of overlapping holdings
20.0%
% of SPVU's 96 holdings also in PWV
38.0%
% 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 | |
|---|---|---|---|---|
 |
WELLS FARGO & CO | 4.6% | 3.4% | 3.4% |
|
EXXON MOBIL CORP | 5.0% | 3.4% | 3.4% |
|
BANK OF AMERICA CORP | 4.7% | 3.3% | 3.3% |
|
CHEVRON CORP | 4.2% | 3.1% | 3.1% |
|
CVS CAREMARK CORP | 3.7% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to PWV
|
BERKSHIRE HATHAWAY INC-CL B | 6.1% |
|
VERIZON COMMUNICATIONS INC | 3.3% |
|
COMCAST CORP-CL A | 3.0% |
|
CIGNA CORPORATION | 2.5% |
|
ELEVANCE HEALTH INC | 2.5% |
|
CHUBB LIMITED | 2.2% |
|
CVS CAREMARK CORP | 2.1% |
|
AT&T INC | 2.0% |
|
MCKESSON CORP | 1.9% |
|
FORD MOTOR CO | 1.7% |
SPVU Underweight Relative to PWV
|
PHILIP MORRIS INTERNATIONAL | -3.9% |
|
JPMORGAN CHASE & CO | -3.5% |
|
ABBVIE INC | -3.5% |
|
INTL BUSINESS MACHINES CORP | -3.4% |
|
JOHNSON & JOHNSON | -3.3% |
|
PROCTER & GAMBLE CO/THE | -3.3% |
|
HOME DEPOT INC | -3.3% |
|
MORGAN STANLEY | -3.3% |
|
CISCO SYSTEMS INC | -3.3% |
|
GOLDMAN SACHS GROUP INC | -3.3% |