Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
29
# OF OVERLAPPING
HOLDINGS
SPVU
99
HOLDINGS
30%
ALSO IN XLF
XLF
73
HOLDINGS
40%
ALSO IN SPVU
SECTOR DRIFT (SPVU minus XLF)
OVERLAPPING HOLDINGS
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| Company | Weight in SPVU |
Weight in XLF |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 4.9% | 12.2% | 4.9% |
|
BANK OF AMERICA CORP | 5.2% | 4.2% | 4.2% |
|
WELLS FARGO & CO | 4.3% | 3.5% | 3.5% |
|
CITIGROUP INC | 3.7% | 2.2% | 2.2% |
|
CHUBB LIMITED | 1.7% | 1.5% | 1.5% |
SPVU Overweight Relative to XLF
|
EXXON MOBIL CORP | 4.9% |
|
UNITEDHEALTH GROUP INC | 4.9% |
|
CHEVRON CORP | 3.9% |
|
VERIZON COMMUNICATIONS INC | 3.5% |
|
COMCAST CORP-CL A | 3.2% |
|
CVS CAREMARK CORP | 2.8% |
|
CIGNA CORPORATION | 2.4% |
|
GENERAL MOTORS CO | 2.0% |
|
ELEVANCE HEALTH INC | 2.0% |
|
CONOCOPHILLIPS | 2.0% |
SPVU Underweight Relative to XLF
|
JPMORGAN CHASE & CO | -10.9% |
|
VISA INC. CLASS A | -8.2% |
|
BERKSHIRE HATHAWAY INC-CL B | -7.3% |
|
MASTERCARD INCORPORATED CLASS A | -6.1% |
|
GOLDMAN SACHS GROUP INC | -2.9% |
|
AMERICAN EXPRESS CO | -2.4% |
|
MORGAN STANLEY | -2.4% |
|
S&P GLOBAL, INC. | -2.2% |
|
PROGRESSIVE CORP | -2.1% |
|
SCHWAB (CHARLES) CORP | -2.1% |