Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
22
Number of overlapping holdings
23.2%
% of SPVU's 96 holdings also in SYLD
22.0%
% of SYLD's 100 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus SYLD)
Overlapping Holdings
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| Company | Weight in SPVU |
Weight in SYLD |
Overlap | |
|---|---|---|---|---|
 |
AT&T INC | 3.6% | 1.7% | 1.7% |
|
VERIZON COMMUNICATIONS INC | 3.3% | 1.2% | 1.2% |
|
CIGNA CORPORATION | 2.5% | 1.1% | 1.1% |
|
CHEVRON CORP | 4.2% | 1.0% | 1.0% |
|
METLIFE INC | 1.0% | 1.2% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to SYLD
|
BERKSHIRE HATHAWAY INC-CL B | 6.1% |
|
EXXON MOBIL CORP | 5.0% |
|
BANK OF AMERICA CORP | 4.7% |
|
WELLS FARGO & CO | 4.6% |
|
CVS CAREMARK CORP | 3.7% |
|
CHEVRON CORP | 3.2% |
|
CITIGROUP INC | 2.9% |
|
ELEVANCE HEALTH INC | 2.5% |
|
GENERAL MOTORS CO | 2.4% |
|
CHUBB LIMITED | 2.2% |
SPVU Underweight Relative to SYLD
|
ADTALEM GLOBAL EDUCATION INC. | -2.4% |
|
VICTORY CAPITAL HOLDING - A | -1.6% |
|
UGI CORP | -1.6% |
|
SLM CORP | -1.6% |
|
FOX CORPORATION CLASS A | -1.5% |
|
AFLAC INC | -1.4% |
|
RYDER SYSTEM INC | -1.4% |
|
AUTONATION INC | -1.3% |
|
SYNNEX CORP | -1.3% |
|
SKYWEST INC | -1.3% |