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

39.0%

% of SPVU's 100 holdings also in XLF

59.1%

% of XLF's 66 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
BERKSHIRE HATHAWAY INC-CL B 5.0% 14.2% 5.0%
JPMORGAN CHASE & CO 4.8% 9.2% 4.8%
BANK OF AMERICA CORP 4.0% 6.5% 4.0%
WELLS FARGO & CO 3.3% 4.5% 3.3%
GOLDMAN SACHS GROUP INC 2.8% 3.1% 2.8%

Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to XLF
CVS CAREMARK CORP 4.8%
AT&T INC 4.6%
INTEL CORP 4.0%
FORD MOTOR CO 3.1%
CIGNA CORPORATION 2.9%
GENERAL MOTORS CO 2.8%
MARATHON PETROLEUM 2.0%
MICRON TECHNOLOGY INC 1.7%
CENTENE CORP 1.7%
FEDEX CORP 1.6%
SPVU Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B -9.3%
JPMORGAN CHASE & CO -4.4%
S&P GLOBAL, INC. -3.5%
SCHWAB (CHARLES) CORP -2.8%
BLACKROCK INC -2.7%
AMERICAN EXPRESS CO -2.6%
BANK OF AMERICA CORP -2.5%
MARSH & MCLENNAN COS -2.2%
CME GROUP INC -2.0%
PROGRESSIVE CORP -1.9%
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