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

50.5%

% 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
VALERO ENERGY CORP 2.2% 2.5% 2.2%
MARATHON PETROLEUM 2.5% 2.1% 2.1%
PHILLIPS 66 2.2% 2.0% 2.0%
CITIGROUP INC 3.2% 1.8% 1.8%
CIGNA CORPORATION 2.7% 1.7% 1.7%

Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to SPVM
BANK OF AMERICA CORP 5.2%
WELLS FARGO & CO 4.8%
CHEVRON CORP 4.6%
JPMORGAN CHASE & CO 4.2%
BERKSHIRE HATHAWAY INC-CL B 3.9%
EXXON MOBIL CORP 3.9%
CVS CAREMARK CORP 3.3%
VERIZON COMMUNICATIONS INC 2.6%
GENERAL MOTORS CO 2.4%
GOLDMAN SACHS GROUP INC 2.4%
SPVU Underweight Relative to SPVM
BORGWARNER INC -1.2%
UNIVERSAL HEALTH SERVICES-B -1.2%
TAPESTRY, INC. -1.2%
LOEWS CORP -1.0%
EBAY INC -1.0%
PACCAR INC -1.0%
BEST BUY CO INC -0.9%
FRANKLIN RESOURCES INC -0.9%
TEXTRON INC -0.9%
TRAVELERS COS INC/THE -0.9%
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