Fund Overlap

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


For overlap across multiple ETFs use Portfolio Builder   

97

Number of overlapping holdings

14.2%

% of STXV's 692 holdings also in SPVU

100.0%

% of SPVU's 98 holdings also in STXV

Overlap by Weight
Sector Drift (STXV minus SPVU)
Overlapping Holdings

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Company Weight
in STXV
Weight
in SPVU
Overlap
JPMORGAN CHASE & CO 3.9% 5.2% 3.9%
EXXON MOBIL CORP 3.4% 5.0% 3.4%
BANK OF AMERICA CORP 1.9% 5.1% 1.9%
CHEVRON CORP 1.8% 4.7% 1.8%
BERKSHIRE HATHAWAY INC-CL B 1.3% 5.0% 1.3%

Position Highlights (Non-Overlapping Exposures)
STXV Overweight Relative to SPVU
JOHNSON & JOHNSON 1.8%
WAL-MART STORES INC 1.5%
MERCK & CO. INC. 1.2%
ABBVIE INC 1.1%
INTL BUSINESS MACHINES CORP 1.1%
PHILIP MORRIS INTERNATIONAL 1.1%
PFIZER INC 1.1%
GOLDMAN SACHS GROUP INC 1.0%
INTEL CORP 1.0%
CISCO SYSTEMS INC 1.0%
STXV Underweight Relative to SPVU
BERKSHIRE HATHAWAY INC-CL B -3.7%
BANK OF AMERICA CORP -3.2%
CHEVRON CORP -2.9%
WELLS FARGO & CO -2.8%
AT&T INC -2.6%
CVS CAREMARK CORP -2.3%
COMCAST CORP-CL A -2.2%
VERIZON COMMUNICATIONS INC -2.0%
CITIGROUP INC -1.9%
GENERAL MOTORS CO -1.8%
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