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
28.4%
% of SPVU's 96 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 | 6.1% | 14.2% | 6.1% |
|
BANK OF AMERICA CORP | 4.7% | 3.9% | 3.9% |
|
WELLS FARGO & CO | 4.6% | 3.5% | 3.5% |
|
CITIGROUP INC | 2.9% | 1.9% | 1.9% |
|
CHUBB LIMITED | 2.2% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to XLF
|
EXXON MOBIL CORP | 5.0% |
|
CHEVRON CORP | 4.2% |
|
CVS CAREMARK CORP | 3.7% |
|
AT&T INC | 3.6% |
|
VERIZON COMMUNICATIONS INC | 3.3% |
|
COMCAST CORP-CL A | 3.0% |
|
CIGNA CORPORATION | 2.5% |
|
ELEVANCE HEALTH INC | 2.5% |
|
GENERAL MOTORS CO | 2.4% |
|
MCKESSON CORP | 1.9% |
SPVU Underweight Relative to XLF
|
JPMORGAN CHASE & CO | -10.1% |
|
VISA INC. CLASS A | -8.6% |
|
BERKSHIRE HATHAWAY INC-CL B | -8.1% |
|
MASTERCARD INCORPORATED CLASS A | -6.5% |
|
GOLDMAN SACHS GROUP INC | -2.5% |
|
PROGRESSIVE CORP | -2.4% |
|
S&P GLOBAL, INC. | -2.3% |
|
AMERICAN EXPRESS CO | -2.2% |
|
MORGAN STANLEY | -2.1% |
|
SCHWAB (CHARLES) CORP | -2.0% |