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
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
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| 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% |