Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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162
Number of overlapping holdings
37.0%
% of SPXV's 443 holdings also in PALC
89.5%
% of PALC's 182 holdings also in SPXV
Overlap by Weight
Sector Drift (SPXV minus PALC)
Overlapping Holdings
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| Company | Weight in SPXV |
Weight in PALC |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 2.1% | 3.8% | 2.1% |
|
EXXON MOBIL CORP | 1.1% | 2.9% | 1.1% |
|
COCA-COLA CO/THE | 0.6% | 0.7% | 0.6% |
|
BANK OF AMERICA CORP | 0.6% | 2.1% | 0.6% |
|
PROCTER & GAMBLE CO/THE | 0.9% | 0.6% | 0.6% |
Position Highlights (Non-Overlapping Exposures)
SPXV Overweight Relative to PALC
|
APPLE INC | 8.3% |
|
MICROSOFT CORP | 6.7% |
|
NVIDIA CORP | 6.4% |
|
AMAZON.COM INC | 4.3% |
|
META PLATFORMS INC | 3.1% |
|
ALPHABET INC. CLASS A | 2.3% |
|
BROADCOM INC. | 2.1% |
|
ALPHABET INC. CLASS C | 1.9% |
|
TESLA MOTORS INC | 1.7% |
|
JPMORGAN CHASE & CO | 1.6% |
SPXV Underweight Relative to PALC
|
CVS CAREMARK CORP | -2.0% |
|
CHEVRON CORP | -1.9% |
|
EXXON MOBIL CORP | -1.8% |
|
VERIZON COMMUNICATIONS INC | -1.7% |
|
BERKSHIRE HATHAWAY INC-CL B | -1.7% |
|
WELLS FARGO & CO | -1.5% |
|
BANK OF AMERICA CORP | -1.5% |
|
CHUBB LIMITED | -1.4% |
|
ELEVANCE HEALTH INC | -1.4% |
|
AT&T INC | -1.3% |