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%
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