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
17
Number of overlapping holdings
17.9%
% of SPVU's 96 holdings also in SMRI
34.7%
% 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 | 2.6% | 2.3% | 2.3% |
|
EXXON MOBIL CORP | 5.0% | 2.0% | 2.0% |
|
MCKESSON CORP | 1.9% | 2.3% | 1.9% |
|
CHEVRON CORP | 4.2% | 1.8% | 1.8% |
|
MARATHON PETROLEUM | 1.3% | 1.8% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to SMRI
|
BERKSHIRE HATHAWAY INC-CL B | 6.2% |
|
BANK OF AMERICA CORP | 4.2% |
|
WELLS FARGO & CO | 4.1% |
|
CVS CAREMARK CORP | 4.0% |
|
AT&T INC | 3.6% |
|
VERIZON COMMUNICATIONS INC | 3.4% |
|
COMCAST CORP-CL A | 3.1% |
|
EXXON MOBIL CORP | 3.0% |
|
ELEVANCE HEALTH INC | 2.8% |
|
CITIGROUP INC | 2.6% |
SPVU Underweight Relative to SMRI
|
NEWMONT MINING CORP | -2.6% |
|
SAIC INC | -2.4% |
|
CARLISLE COS INC | -2.2% |
|
JUNIPER NETWORKS INC | -2.2% |
|
NVR INC | -2.2% |
|
ROYALTY PHARMA PLC CLASS A | -2.1% |
|
F5 NETWORKS INC | -2.1% |
|
COMFORT SYSTEMS USA INC | -2.1% |
|
APPLIED MATERIALS INC | -2.1% |
|
NRG ENERGY INC | -2.1% |