Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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34
Number of overlapping holdings
34.3%
% of SPVU's 97 holdings also in XLF
47.2%
% of XLF's 72 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 | 5.1% | 9.1% | 5.1% |
|
BANK OF AMERICA CORP | 4.8% | 4.2% | 4.2% |
|
WELLS FARGO & CO | 4.2% | 3.4% | 3.4% |
|
GOLDMAN SACHS GROUP INC | 2.7% | 2.4% | 2.4% |
|
CITIGROUP INC | 2.8% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to XLF
|
EXXON MOBIL CORP | 5.2% |
|
CHEVRON CORP | 5.1% |
|
VERIZON COMMUNICATIONS INC | 4.0% |
|
CVS CAREMARK CORP | 3.3% |
|
MARATHON PETROLEUM | 3.1% |
|
CIGNA CORPORATION | 2.6% |
|
PHILLIPS 66 | 2.6% |
|
VALERO ENERGY CORP | 2.6% |
|
GENERAL MOTORS CO | 2.4% |
|
FORD MOTOR CO | 1.7% |
SPVU Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -13.8% |
|
VISA INC. CLASS A | -8.2% |
|
MASTERCARD INCORPORATED CLASS A | -7.3% |
|
JPMORGAN CHASE & CO | -4.0% |
|
S&P GLOBAL, INC. | -2.7% |
|
MORGAN STANLEY | -2.4% |
|
BLACKROCK INC | -2.2% |
|
AMERICAN EXPRESS CO | -2.0% |
|
MARSH & MCLENNAN COS | -2.0% |
|
CHUBB LIMITED | -1.8% |