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   

31

Number of overlapping holdings

31.6%

% of SPVU's 99 holdings also in XLF

43.7%

% of XLF's 70 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 5.0% 13.1% 5.0%
BANK OF AMERICA CORP 5.2% 4.5% 4.5%
WELLS FARGO & CO 4.8% 3.6% 3.6%
GOLDMAN SACHS GROUP INC 2.4% 2.3% 2.3%

Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to XLF
EXXON MOBIL CORP 4.9%
CHEVRON CORP 4.6%
VERIZON COMMUNICATIONS INC 3.7%
CVS CAREMARK CORP 3.3%
CIGNA CORPORATION 2.7%
MARATHON PETROLEUM 2.5%
GENERAL MOTORS CO 2.4%
VALERO ENERGY CORP 2.2%
PHILLIPS 66 2.2%
FORD MOTOR CO 2.1%
SPVU Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B -8.1%
VISA INC. CLASS A -7.8%
MASTERCARD INCORPORATED CLASS A -7.0%
JPMORGAN CHASE & CO -4.6%
S&P GLOBAL, INC. -2.4%
AMERICAN EXPRESS CO -2.3%
PROGRESSIVE CORP -2.1%
BLACKROCK INC -2.0%
MORGAN STANLEY -2.0%
SCHWAB (CHARLES) CORP -1.9%
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