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
23
Number of overlapping holdings
23.5%
% of SPVU's 99 holdings also in SMRI
47.9%
% of SMRI's 49 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 | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 5.1% | 3.9% | 3.9% |
|
CHEVRON CORP | 5.0% | 2.0% | 2.0% |
|
GENERAL MOTORS CO | 2.5% | 2.0% | 2.0% |
|
CIGNA CORPORATION | 2.7% | 2.0% | 2.0% |
|
VALERO ENERGY CORP | 2.0% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to SMRI
|
JPMORGAN CHASE & CO | 5.4% |
|
BANK OF AMERICA CORP | 5.4% |
|
WELLS FARGO & CO | 5.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.0% |
|
VERIZON COMMUNICATIONS INC | 3.7% |
|
CITIGROUP INC | 3.4% |
|
CHEVRON CORP | 2.9% |
|
GOLDMAN SACHS GROUP INC | 2.6% |
|
FORD MOTOR CO | 1.9% |
|
CAPITAL ONE FINANCIAL CORP | 1.4% |
SPVU Underweight Relative to SMRI
|
VISTRA ENERGY CORP. | -2.7% |
|
NRG ENERGY INC | -2.3% |
|
QUALCOMM INC | -2.3% |
|
BOOKING HOLDINGS INC. | -2.2% |
|
TOLL BROTHERS INC | -2.1% |
|
OWENS CORNING | -2.1% |
|
HUMANA INC | -2.1% |
|
INCYTE CORP | -2.1% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -2.0% |
|
CHARTER COMMUNICATIONS, INC. CLASS A | -2.0% |