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

27
Number of overlapping holdings
27.6%
% of SPVU's 99 holdings also in XLF
37.0%
% of XLF's 73 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus XLF)
Overlapping Holdings
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Company | Weight in SPVU |
Weight in XLF |
Overlap | |
---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 5.2% | 12.1% | 5.2% | |
BANK OF AMERICA CORP | 5.1% | 4.3% | 4.3% | |
WELLS FARGO & CO | 4.8% | 3.7% | 3.7% | |
CITIGROUP INC | 3.3% | 2.2% | 2.2% | |
CHUBB LIMITED | 2.0% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to XLF
EXXON MOBIL CORP | 4.8% | |
CHEVRON CORP | 4.5% | |
CVS CAREMARK CORP | 3.5% | |
AT&T INC | 3.2% | |
COMCAST CORP-CL A | 3.0% | |
VERIZON COMMUNICATIONS INC | 2.9% | |
GENERAL MOTORS CO | 2.4% | |
ELEVANCE HEALTH INC | 2.3% | |
CIGNA CORPORATION | 2.1% | |
PHILLIPS 66 | 1.6% |
SPVU Underweight Relative to XLF
JPMORGAN CHASE & CO | -10.7% | |
VISA INC. CLASS A | -8.4% | |
BERKSHIRE HATHAWAY INC-CL B | -6.9% | |
MASTERCARD INCORPORATED CLASS A | -6.4% | |
GOLDMAN SACHS GROUP INC | -2.8% | |
AMERICAN EXPRESS CO | -2.4% | |
MORGAN STANLEY | -2.4% | |
S&P GLOBAL, INC. | -2.3% | |
PROGRESSIVE CORP | -2.1% | |
BLACKROCK INC | -1.9% |