Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

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% |