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   

39

Number of overlapping holdings

39.8%

% of SPVU's 98 holdings also in XLF

58.2%

% of XLF's 67 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 5.4% 10.0% 5.4%
BERKSHIRE HATHAWAY INC-CL B 5.2% 14.4% 5.2%
BANK OF AMERICA CORP 4.1% 6.4% 4.1%
WELLS FARGO & CO 3.4% 4.4% 3.4%
GOLDMAN SACHS GROUP INC 3.1% 3.3% 3.1%

Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to XLF
CVS CAREMARK CORP 4.7%
AT&T INC 4.6%
INTEL CORP 3.3%
CIGNA CORPORATION 3.3%
GENERAL MOTORS CO 3.0%
FORD MOTOR CO 2.7%
MARATHON PETROLEUM 2.6%
MODERNA, INC. 1.5%
CENTENE CORP 1.5%
MICRON TECHNOLOGY INC 1.4%
SPVU Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B -9.2%
JPMORGAN CHASE & CO -4.7%
SCHWAB (CHARLES) CORP -3.2%
S&P GLOBAL, INC. -3.1%
BLACKROCK INC -2.7%
AMERICAN EXPRESS CO -2.4%
BANK OF AMERICA CORP -2.3%
MARSH & MCLENNAN COS -2.2%
PROGRESSIVE CORP -2.0%
PNC FINANCIAL SERVICES GROUP -1.7%
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