Fund Overlap

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


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31

Number of overlapping holdings

31.6%

% of SPVU's 99 holdings also in VFH

8.2%

% of VFH's 398 holdings also in SPVU

Overlap by Weight
Sector Drift (SPVU minus VFH)
Overlapping Holdings

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Company Weight
in SPVU
Weight
in VFH
Overlap
JPMORGAN CHASE & CO 5.4% 8.6% 5.4%
BERKSHIRE HATHAWAY INC-CL B 5.0% 8.0% 5.0%
BANK OF AMERICA CORP 5.2% 4.0% 4.0%
WELLS FARGO & CO 4.8% 3.1% 3.1%
GOLDMAN SACHS GROUP INC 2.4% 2.0% 2.0%

Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to VFH
EXXON MOBIL CORP 4.9%
CHEVRON CORP 4.6%
VERIZON COMMUNICATIONS INC 3.7%
CVS CAREMARK CORP 3.3%
CIGNA CORPORATION 2.7%
MARATHON PETROLEUM 2.5%
GENERAL MOTORS CO 2.4%
PHILLIPS 66 2.2%
VALERO ENERGY CORP 2.2%
FORD MOTOR CO 2.1%
SPVU Underweight Relative to VFH
MASTERCARD INCORPORATED CLASS A -6.1%
VISA INC. CLASS A -6.0%
JPMORGAN CHASE & CO -3.2%
BERKSHIRE HATHAWAY INC-CL B -3.0%
AMERICAN EXPRESS CO -2.1%
S&P GLOBAL, INC. -2.1%
BLACKROCK INC -1.9%
PROGRESSIVE CORP -1.8%
MORGAN STANLEY -1.7%
SCHWAB (CHARLES) CORP -1.6%
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