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
22
Number of overlapping holdings
23.2%
% of SPVU's 96 holdings also in RDVY
28.9%
% of RDVY's 77 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus RDVY)
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 RDVY |
Overlap | |
|---|---|---|---|---|
 |
CHUBB LIMITED | 2.2% | 2.1% | 2.1% |
|
ELEVANCE HEALTH INC | 2.5% | 1.8% | 1.8% |
|
EXXON MOBIL CORP | 5.0% | 1.4% | 1.4% |
|
TRAVELERS COS INC/THE | 1.2% | 1.7% | 1.2% |
|
BANK OF NEW YORK MELLON CORP | 1.0% | 2.3% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to RDVY
|
BERKSHIRE HATHAWAY INC-CL B | 6.1% |
|
WELLS FARGO & CO | 4.6% |
|
BANK OF AMERICA CORP | 4.2% |
|
CHEVRON CORP | 4.2% |
|
CVS CAREMARK CORP | 3.7% |
|
EXXON MOBIL CORP | 3.6% |
|
AT&T INC | 3.6% |
|
VERIZON COMMUNICATIONS INC | 3.3% |
|
COMCAST CORP-CL A | 3.0% |
|
CITIGROUP INC | 2.9% |
SPVU Underweight Relative to RDVY
|
UNUM GROUP | -2.5% |
|
BOOKING HOLDINGS INC. | -2.4% |
|
VISA INC. CLASS A | -2.3% |
|
EBAY INC | -2.3% |
|
META PLATFORMS INC | -2.2% |
|
JPMORGAN CHASE & CO | -2.2% |
|
AUTOMATIC DATA PROCESSING | -2.2% |
|
ELECTRONIC ARTS INC | -2.2% |
|
MICROSOFT CORP | -2.2% |
|
MUELLER INDUSTRIES INC | -2.1% |