Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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70
Number of overlapping holdings
71.4%
% of SPVU's 99 holdings also in VLUE
48.3%
% of VLUE's 150 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus VLUE)
Overlapping Holdings
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Company | Weight in SPVU |
Weight in VLUE |
Overlap | |
---|---|---|---|---|
GENERAL MOTORS CO | 2.4% | 3.6% | 2.4% | |
WELLS FARGO & CO | 5.1% | 2.2% | 2.2% | |
FORD MOTOR CO | 2.0% | 2.3% | 2.0% | |
CITIGROUP INC | 3.2% | 2.0% | 2.0% | |
CVS CAREMARK CORP | 3.0% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to VLUE
EXXON MOBIL CORP | 5.3% | |
JPMORGAN CHASE & CO | 5.2% | |
BERKSHIRE HATHAWAY INC-CL B | 5.0% | |
CHEVRON CORP | 4.9% | |
BANK OF AMERICA CORP | 3.5% | |
WELLS FARGO & CO | 2.9% | |
MARATHON PETROLEUM | 2.5% | |
PHILLIPS 66 | 2.2% | |
VERIZON COMMUNICATIONS INC | 2.0% | |
MCKESSON CORP | 1.5% |
SPVU Underweight Relative to VLUE
INTEL CORP | -5.3% | |
CISCO SYSTEMS INC | -4.9% | |
AT&T INC | -4.8% | |
INTL BUSINESS MACHINES CORP | -3.5% | |
APPLIED MATERIALS INC | -2.8% | |
PFIZER INC | -2.3% | |
RAYTHEON TECHNOLOGIES CORPORATION | -1.9% | |
BRISTOL-MYERS SQUIBB CO | -1.6% | |
ELEVANCE HEALTH INC | -1.3% | |
NXP SEMICONDUCTORS NV | -1.3% |