Fund Overlap

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


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49

Number of overlapping holdings

39.8%

% of ULVM's 125 holdings also in SPVM

49.0%

% of SPVM's 100 holdings also in ULVM

Overlap by Weight
Sector Drift (ULVM minus SPVM)
Overlapping Holdings

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Company Weight
in ULVM
Weight
in SPVM
Overlap
CIGNA CORPORATION 1.0% 1.5% 1.0%
AFLAC INC 1.1% 1.0% 1.0%
METLIFE INC 1.0% 1.3% 1.0%
CARDINAL HEALTH INC 1.0% 1.0% 1.0%
CHUBB LIMITED 1.1% 0.9% 0.9%

Position Highlights (Non-Overlapping Exposures)
ULVM Overweight Relative to SPVM
BERKSHIRE HATHAWAY INC-CL B 1.2%
INTL BUSINESS MACHINES CORP 1.2%
AMGEN INC 1.2%
ELI LILLY & CO 1.1%
LOEWS CORP 1.1%
ABBVIE INC 1.1%
O'REILLY AUTOMOTIVE INC 1.0%
MERCK & CO. INC. 1.0%
KELLOGG CO 1.0%
AUTOZONE INC 1.0%
ULVM Underweight Relative to SPVM
PHILLIPS 66 -2.6%
VALERO ENERGY CORP -2.0%
MARATHON PETROLEUM -1.9%
EQT CORP -1.7%
COTERRA ENERGY INC. -1.5%
DIAMONDBACK ENERGY INC -1.5%
APA CORP. -1.3%
MCKESSON CORP -1.2%
BANK OF NEW YORK MELLON CORP -1.2%
WELLS FARGO & CO -1.2%
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