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