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
99
HOLDINGS
21%
ALSO IN SMRI
SMRI
50
HOLDINGS
43%
ALSO IN SPVU
SECTOR DRIFT (SPVU minus SMRI)
OVERLAPPING HOLDINGS
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| Company | Weight in SPVU |
Weight in SMRI |
Overlap | |
|---|---|---|---|---|
 |
CIGNA CORPORATION | 2.4% | 2.0% | 2.0% |
|
ELEVANCE HEALTH INC | 2.0% | 2.0% | 2.0% |
|
UNITEDHEALTH GROUP INC | 4.9% | 2.0% | 2.0% |
|
EXXON MOBIL CORP | 4.9% | 2.0% | 2.0% |
|
CONOCOPHILLIPS | 2.0% | 2.0% | 2.0% |
SPVU Overweight Relative to SMRI
|
BANK OF AMERICA CORP | 5.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 4.9% |
|
WELLS FARGO & CO | 4.3% |
|
CITIGROUP INC | 3.7% |
|
VERIZON COMMUNICATIONS INC | 3.5% |
|
COMCAST CORP-CL A | 3.2% |
|
EXXON MOBIL CORP | 2.9% |
|
UNITEDHEALTH GROUP INC | 2.9% |
|
CVS CAREMARK CORP | 2.8% |
|
GENERAL MOTORS CO | 2.0% |
SPVU Underweight Relative to SMRI
|
NIKE INC -CL B | -2.3% |
|
NRG ENERGY INC | -2.1% |
|
LAS VEGAS SANDS CORP | -2.1% |
|
CATERPILLAR INC | -2.0% |
|
ALIGN TECHNOLOGY INC | -2.0% |
|
JABIL CIRCUIT INC | -2.0% |
|
DECKERS OUTDOOR CORP | -2.0% |
|
TENET HEALTHCARE CORP | -2.0% |
|
QUALCOMM INC | -2.0% |
|
AIRBNB, INC. CLASS A | -2.0% |