Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
SPVU
98
HOLDINGS
15%
ALSO IN SMRI
SMRI
45
HOLDINGS
32%
ALSO IN SPVU
SECTOR DRIFT (SPVU minus SMRI)
OVERLAPPING HOLDINGS
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| Company | Weight in SPVU |
Weight in SMRI |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 4.8% | 2.2% | 2.2% |
|
CHEVRON CORP | 4.0% | 2.2% | 2.2% |
|
CIGNA CORPORATION | 2.1% | 2.3% | 2.1% |
|
CONOCOPHILLIPS | 2.0% | 2.0% | 2.0% |
|
ELEVANCE HEALTH INC | 1.8% | 2.3% | 1.8% |
SPVU Overweight Relative to SMRI
|
UNITEDHEALTH GROUP INC | 5.4% |
|
BANK OF AMERICA CORP | 5.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 4.7% |
|
WELLS FARGO & CO | 4.1% |
|
CITIGROUP INC | 4.0% |
|
VERIZON COMMUNICATIONS INC | 3.4% |
|
CVS CAREMARK CORP | 2.9% |
|
COMCAST CORP-CL A | 2.6% |
|
EXXON MOBIL CORP | 2.6% |
|
GENERAL MOTORS CO | 2.3% |
SPVU Underweight Relative to SMRI
|
DELL TECHNOLOGIES INC CLASS C | -2.6% |
|
MERCK & CO. INC. | -2.4% |
|
TENET HEALTHCARE CORP | -2.4% |
|
INCYTE CORP | -2.4% |
 |
ACCENTURE PLC-CL A | -2.3% |
|
CISCO SYSTEMS INC | -2.3% |
|
CHESAPEAKE ENERGY CORP | -2.3% |
|
SALESFORCE.COM INC | -2.3% |
|
ROYALTY PHARMA PLC CLASS A | -2.3% |
|
UNITED PARCEL SERVICE-CL B | -2.3% |