Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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% |