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   

44

Number of overlapping holdings

44.9%

% of SPVU's 98 holdings also in SPVM

44.0%

% of SPVM's 100 holdings also in SPVU

Overlap by Weight
Sector Drift (SPVU minus SPVM)
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 SPVM
Overlap
MARATHON PETROLEUM 2.9% 2.5% 2.5%
VALERO ENERGY CORP 2.3% 2.3% 2.3%
PHILLIPS 66 2.2% 2.2% 2.2%
FORD MOTOR CO 2.2% 2.1% 2.1%
AT&T INC 4.5% 1.7% 1.7%

Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to SPVM
JPMORGAN CHASE & CO 5.2%
BANK OF AMERICA CORP 4.6%
EXXON MOBIL CORP 4.2%
VERIZON COMMUNICATIONS INC 4.0%
INTEL CORP 3.4%
CITIGROUP INC 3.3%
AT&T INC 2.8%
WELLS FARGO & CO 2.7%
GOLDMAN SACHS GROUP INC 2.6%
GENERAL MOTORS CO 2.5%
SPVU Underweight Relative to SPVM
NRG ENERGY INC -1.8%
LOEWS CORP -1.1%
P G & E CORP -1.1%
LYONDELLBASELL INDU-CL A -1.1%
MOSAIC CO/THE -1.1%
HEWLETT PACKARD ENTERPRISE CO. -1.1%
EXELON CORP -1.1%
MOLSON COORS BREWING CO -B -1.0%
EVERGY, INC. -1.0%
LKQ CORP -1.0%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY