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
OVERLAP
23%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
SPVU
98
HOLDINGS
22%
ALSO IN SMRI
SMRI
50
HOLDINGS
43%
ALSO IN SPVU
SECTOR DRIFT (SPVU minus SMRI)
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 SMRI |
Overlap | |
|---|---|---|---|---|
 |
CHEVRON CORP | 4.2% | 2.1% | 2.1% |
|
CONOCOPHILLIPS | 2.1% | 2.1% | 2.1% |
|
EXXON MOBIL CORP | 4.7% | 2.0% | 2.0% |
|
UNITEDHEALTH GROUP INC | 4.8% | 1.9% | 1.9% |
|
CIGNA CORPORATION | 2.1% | 1.9% | 1.9% |
SPVU Overweight Relative to SMRI
|
BANK OF AMERICA CORP | 5.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 4.8% |
|
WELLS FARGO & CO | 4.1% |
|
CITIGROUP INC | 4.1% |
|
VERIZON COMMUNICATIONS INC | 3.6% |
|
COMCAST CORP-CL A | 3.0% |
|
UNITEDHEALTH GROUP INC | 2.8% |
|
EXXON MOBIL CORP | 2.8% |
|
CVS CAREMARK CORP | 2.7% |
|
GENERAL MOTORS CO | 2.3% |
SPVU Underweight Relative to SMRI
|
LAS VEGAS SANDS CORP | -2.5% |
|
NIKE INC -CL B | -2.5% |
|
EXPEDIA GROUP INC | -2.4% |
|
INCYTE CORP | -2.4% |
|
TAPESTRY, INC. | -2.2% |
|
MERCK & CO. INC. | -2.1% |
|
UNITED THERAPEUTICS CORP | -2.1% |
|
DECKERS OUTDOOR CORP | -2.1% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -2.0% |
|
TENET HEALTHCARE CORP | -2.0% |