Fund Overlap

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


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50

Number of overlapping holdings

51.0%

% of SPVU's 99 holdings also in SPVM

51.5%

% of SPVM's 98 holdings also in SPVU

Overlap by Weight
Sector Drift (SPVU minus SPVM)
Overlapping Holdings

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Company Weight
in SPVU
Weight
in SPVM
Overlap
VALERO ENERGY CORP 2.1% 2.4% 2.1%
CITIGROUP INC 3.3% 1.9% 1.9%
MARATHON PETROLEUM 2.2% 1.9% 1.9%
PHILLIPS 66 2.0% 1.7% 1.7%
CIGNA CORPORATION 2.6% 1.7% 1.7%

Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to SPVM
BANK OF AMERICA CORP 5.7%
WELLS FARGO & CO 4.9%
CHEVRON CORP 4.8%
JPMORGAN CHASE & CO 4.4%
BERKSHIRE HATHAWAY INC-CL B 4.0%
EXXON MOBIL CORP 3.9%
GOLDMAN SACHS GROUP INC 2.7%
CVS CAREMARK CORP 2.6%
VERIZON COMMUNICATIONS INC 2.6%
GENERAL MOTORS CO 2.6%
SPVU Underweight Relative to SPVM
BORGWARNER INC -1.3%
UNIVERSAL HEALTH SERVICES-B -1.3%
TAPESTRY, INC. -1.1%
BEST BUY CO INC -1.0%
EBAY INC -1.0%
EQT CORP -1.0%
FOX CORPORATION CLASS A -1.0%
LOEWS CORP -1.0%
ARCH CAPITAL GROUP LTD -1.0%
KINDER MORGAN INC -0.9%
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