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 98 holdings also in XLF
58.2%
% of XLF's 67 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 | 5.2% | 14.4% | 5.2% |
|
BANK OF AMERICA CORP | 4.1% | 6.4% | 4.1% |
|
WELLS FARGO & CO | 3.4% | 4.4% | 3.4% |
|
GOLDMAN SACHS GROUP INC | 3.1% | 3.3% | 3.1% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to XLF
|
CVS CAREMARK CORP | 4.7% |
|
AT&T INC | 4.6% |
|
INTEL CORP | 3.3% |
|
CIGNA CORPORATION | 3.3% |
|
GENERAL MOTORS CO | 3.0% |
|
FORD MOTOR CO | 2.7% |
|
MARATHON PETROLEUM | 2.6% |
|
MODERNA, INC. | 1.5% |
|
CENTENE CORP | 1.5% |
|
MICRON TECHNOLOGY INC | 1.4% |
SPVU Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -9.2% |
|
JPMORGAN CHASE & CO | -4.7% |
|
SCHWAB (CHARLES) CORP | -3.2% |
|
S&P GLOBAL, INC. | -3.1% |
|
BLACKROCK INC | -2.7% |
|
AMERICAN EXPRESS CO | -2.4% |
|
BANK OF AMERICA CORP | -2.3% |
|
MARSH & MCLENNAN COS | -2.2% |
|
PROGRESSIVE CORP | -2.0% |
|
PNC FINANCIAL SERVICES GROUP | -1.7% |