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%
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