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   

31

Number of overlapping holdings

32.0%

% of SPVU's 97 holdings also in XLF

41.3%

% of XLF's 75 holdings also in SPVU

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

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


Company Weight
in SPVU
Weight
in XLF
Overlap
JPMORGAN CHASE & CO 5.2% 8.6% 5.2%
BANK OF AMERICA CORP 4.5% 4.4% 4.4%
WELLS FARGO & CO 3.7% 3.2% 3.2%
GOLDMAN SACHS GROUP INC 2.7% 2.5% 2.5%
MORGAN STANLEY 2.1% 2.6% 2.1%

Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to XLF
EXXON MOBIL CORP 5.4%
AT&T INC 4.6%
VERIZON COMMUNICATIONS INC 4.1%
INTEL CORP 3.4%
MARATHON PETROLEUM 2.9%
CVS CAREMARK CORP 2.6%
GENERAL MOTORS CO 2.5%
VALERO ENERGY CORP 2.4%
FORD MOTOR CO 2.2%
PHILLIPS 66 2.1%
SPVU Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B -12.6%
VISA INC-CLASS A SHARES -8.4%
MASTERCARD INC-CLASS A -6.9%
JPMORGAN CHASE & CO -3.4%
S&P GLOBAL, INC. -2.6%
BLACKROCK INC -2.3%
AMERICAN EXPRESS CO -2.2%
PAYPAL HOLDINGS INC -2.0%
PROGRESSIVE CORP -1.9%
SCHWAB (CHARLES) CORP -1.9%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY