Fund Overlap

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


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48

Number of overlapping holdings

50.5%

% of SPVU's 96 holdings also in SPVM

49.0%

% of SPVM's 99 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
GENERAL MOTORS CO 2.4% 2.3% 2.3%
BERKSHIRE HATHAWAY INC-CL B 5.4% 1.4% 1.4%
CITIGROUP INC 3.1% 1.4% 1.4%
AT&T INC 3.6% 1.3% 1.3%
CHUBB LIMITED 2.2% 1.3% 1.3%

Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to SPVM
CHEVRON CORP 4.1%
BERKSHIRE HATHAWAY INC-CL B 4.0%
BANK OF AMERICA CORP 3.9%
EXXON MOBIL CORP 3.7%
WELLS FARGO & CO 3.5%
CVS CAREMARK CORP 3.4%
COMCAST CORP-CL A 3.0%
ELEVANCE HEALTH INC 2.3%
CIGNA CORPORATION 2.3%
AT&T INC 2.2%
SPVU Underweight Relative to SPVM
LOEWS CORP -1.3%
NRG ENERGY INC -1.3%
FOX CORPORATION CLASS A -1.2%
MOHAWK INDUSTRIES INC -1.1%
TYSON FOODS INC-CL A -1.1%
NORTHERN TRUST CORP -1.1%
UNIVERSAL HEALTH SERVICES-B -1.1%
WR BERKLEY CORP -1.0%
JPMORGAN CHASE & CO -1.0%
DTE ENERGY COMPANY -1.0%
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