Fund Overlap

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


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27

Number of overlapping holdings

27.6%

% of SPVU's 99 holdings also in XLF

37.0%

% of XLF's 73 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 5.2% 12.1% 5.2%
BANK OF AMERICA CORP 5.1% 4.3% 4.3%
WELLS FARGO & CO 4.8% 3.7% 3.7%
CITIGROUP INC 3.3% 2.2% 2.2%
CHUBB LIMITED 2.0% 1.4% 1.4%

Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to XLF
EXXON MOBIL CORP 4.8%
CHEVRON CORP 4.5%
CVS CAREMARK CORP 3.5%
AT&T INC 3.2%
COMCAST CORP-CL A 3.0%
VERIZON COMMUNICATIONS INC 2.9%
GENERAL MOTORS CO 2.4%
ELEVANCE HEALTH INC 2.3%
CIGNA CORPORATION 2.1%
PHILLIPS 66 1.6%
SPVU Underweight Relative to XLF
JPMORGAN CHASE & CO -10.7%
VISA INC. CLASS A -8.4%
BERKSHIRE HATHAWAY INC-CL B -6.9%
MASTERCARD INCORPORATED CLASS A -6.4%
GOLDMAN SACHS GROUP INC -2.8%
AMERICAN EXPRESS CO -2.4%
MORGAN STANLEY -2.4%
S&P GLOBAL, INC. -2.3%
PROGRESSIVE CORP -2.1%
BLACKROCK INC -1.9%
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