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% |