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%
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