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

39
Number of overlapping holdings
39.0%
% of SPVU's 100 holdings also in XLF
59.1%
% of XLF's 66 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 | 5.0% | 14.2% | 5.0% | |
JPMORGAN CHASE & CO | 4.8% | 9.2% | 4.8% | |
BANK OF AMERICA CORP | 4.0% | 6.5% | 4.0% | |
WELLS FARGO & CO | 3.3% | 4.5% | 3.3% | |
GOLDMAN SACHS GROUP INC | 2.8% | 3.1% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to XLF
CVS CAREMARK CORP | 4.8% | |
AT&T INC | 4.6% | |
INTEL CORP | 4.0% | |
FORD MOTOR CO | 3.1% | |
CIGNA CORPORATION | 2.9% | |
GENERAL MOTORS CO | 2.8% | |
MARATHON PETROLEUM | 2.0% | |
MICRON TECHNOLOGY INC | 1.7% | |
CENTENE CORP | 1.7% | |
FEDEX CORP | 1.6% |
SPVU Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B | -9.3% | |
JPMORGAN CHASE & CO | -4.4% | |
S&P GLOBAL, INC. | -3.5% | |
SCHWAB (CHARLES) CORP | -2.8% | |
BLACKROCK INC | -2.7% | |
AMERICAN EXPRESS CO | -2.6% | |
BANK OF AMERICA CORP | -2.5% | |
MARSH & MCLENNAN COS | -2.2% | |
CME GROUP INC | -2.0% | |
PROGRESSIVE CORP | -1.9% |