Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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31
Number of overlapping holdings
31.6%
% of SPVU's 99 holdings also in XLF
43.7%
% of XLF's 70 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 | 5.4% | 10.0% | 5.4% | |
BERKSHIRE HATHAWAY INC-CL B | 5.0% | 13.1% | 5.0% | |
BANK OF AMERICA CORP | 5.2% | 4.5% | 4.5% | |
WELLS FARGO & CO | 4.8% | 3.6% | 3.6% | |
GOLDMAN SACHS GROUP INC | 2.4% | 2.3% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to XLF
EXXON MOBIL CORP | 4.9% | |
CHEVRON CORP | 4.6% | |
VERIZON COMMUNICATIONS INC | 3.7% | |
CVS CAREMARK CORP | 3.3% | |
CIGNA CORPORATION | 2.7% | |
MARATHON PETROLEUM | 2.5% | |
GENERAL MOTORS CO | 2.4% | |
VALERO ENERGY CORP | 2.2% | |
PHILLIPS 66 | 2.2% | |
FORD MOTOR CO | 2.1% |
SPVU Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B | -8.1% | |
VISA INC. CLASS A | -7.8% | |
MASTERCARD INCORPORATED CLASS A | -7.0% | |
JPMORGAN CHASE & CO | -4.6% | |
S&P GLOBAL, INC. | -2.4% | |
AMERICAN EXPRESS CO | -2.3% | |
PROGRESSIVE CORP | -2.1% | |
BLACKROCK INC | -2.0% | |
MORGAN STANLEY | -2.0% | |
SCHWAB (CHARLES) CORP | -1.9% |