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 100 holdings also in XLF

60.0%

% of XLF's 65 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
BANK OF AMERICA CORP 5.2% 7.8% 5.2%
BERKSHIRE HATHAWAY INC-CL B 4.9% 11.9% 4.9%
WELLS FARGO & CO 3.4% 4.6% 3.4%
CITIGROUP INC 3.2% 3.2% 3.2%
GOLDMAN SACHS GROUP INC 2.5% 3.1% 2.5%

Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to XLF
WAL-MART STORES INC 5.1%
CVS CAREMARK CORP 4.7%
AT&T INC 4.3%
CIGNA CORP 3.4%
ANTHEM INC 3.0%
GENERAL MOTORS CO 2.7%
FORD MOTOR CO 2.4%
HUMANA INC 1.8%
CENTENE CORP 1.6%
ARCHER-DANIELS-MIDLAND CO 1.4%
SPVU Underweight Relative to XLF
JPMORGAN CHASE & CO -11.4%
BERKSHIRE HATHAWAY INC-CL B -7.0%
BLACKROCK INC -2.9%
SCHWAB (CHARLES) CORP -2.8%
AMERICAN EXPRESS CO -2.7%
BANK OF AMERICA CORP -2.6%
S&P GLOBAL, INC. -2.4%
MARSH & MCLENNAN COS -1.9%
US BANCORP -1.9%
CME GROUP INC -1.7%
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