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

31
Number of overlapping holdings
32.0%
% of SPVU's 97 holdings also in XLF
41.3%
% of XLF's 75 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 | 5.2% | 8.6% | 5.2% | |
BANK OF AMERICA CORP | 4.5% | 4.4% | 4.4% | |
WELLS FARGO & CO | 3.7% | 3.2% | 3.2% | |
GOLDMAN SACHS GROUP INC | 2.7% | 2.5% | 2.5% | |
MORGAN STANLEY | 2.1% | 2.6% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to XLF
EXXON MOBIL CORP | 5.4% | |
AT&T INC | 4.6% | |
VERIZON COMMUNICATIONS INC | 4.1% | |
INTEL CORP | 3.4% | |
MARATHON PETROLEUM | 2.9% | |
CVS CAREMARK CORP | 2.6% | |
GENERAL MOTORS CO | 2.5% | |
VALERO ENERGY CORP | 2.4% | |
FORD MOTOR CO | 2.2% | |
PHILLIPS 66 | 2.1% |
SPVU Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B | -12.6% | |
VISA INC-CLASS A SHARES | -8.4% | |
MASTERCARD INC-CLASS A | -6.9% | |
JPMORGAN CHASE & CO | -3.4% | |
S&P GLOBAL, INC. | -2.6% | |
BLACKROCK INC | -2.3% | |
AMERICAN EXPRESS CO | -2.2% | |
PAYPAL HOLDINGS INC | -2.0% | |
PROGRESSIVE CORP | -1.9% | |
SCHWAB (CHARLES) CORP | -1.9% |