Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
15.8%
% of SPVU's 96 holdings also in SMRI
30.6%
% of SMRI's 50 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus SMRI)
Overlapping Holdings
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| Company | Weight in SPVU |
Weight in SMRI |
Overlap | |
|---|---|---|---|---|
 |
CIGNA CORPORATION | 2.5% | 2.2% | 2.2% |
|
MCKESSON CORP | 1.9% | 2.2% | 1.9% |
|
EXXON MOBIL CORP | 5.0% | 1.9% | 1.9% |
|
CHEVRON CORP | 4.2% | 1.7% | 1.7% |
|
US BANCORP | 1.1% | 2.0% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to SMRI
|
BERKSHIRE HATHAWAY INC-CL B | 6.1% |
|
BANK OF AMERICA CORP | 4.7% |
|
WELLS FARGO & CO | 4.6% |
|
CVS CAREMARK CORP | 3.7% |
|
AT&T INC | 3.6% |
|
VERIZON COMMUNICATIONS INC | 3.3% |
|
EXXON MOBIL CORP | 3.1% |
|
COMCAST CORP-CL A | 3.0% |
|
CITIGROUP INC | 2.9% |
|
ELEVANCE HEALTH INC | 2.5% |
SPVU Underweight Relative to SMRI
|
COMFORT SYSTEMS USA INC | -2.4% |
|
NRG ENERGY INC | -2.4% |
|
TENET HEALTHCARE CORP | -2.3% |
|
CARLISLE COS INC | -2.3% |
|
SAIC INC | -2.3% |
|
NEWMONT MINING CORP | -2.2% |
|
EMCOR GROUP INC | -2.2% |
|
JUNIPER NETWORKS INC | -2.1% |
|
APPLIED MATERIALS INC | -2.1% |
|
INCYTE CORP | -2.1% |