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
31
Number of overlapping holdings
8.2%
% of VFH's 398 holdings also in SPVU
31.6%
% of SPVU's 99 holdings also in VFH
Overlap by Weight
Sector Drift (VFH minus SPVU)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in VFH |
Weight in SPVU |
Overlap | |
---|---|---|---|---|
JPMORGAN CHASE & CO | 8.6% | 5.4% | 5.4% | |
BERKSHIRE HATHAWAY INC-CL B | 8.0% | 5.0% | 5.0% | |
BANK OF AMERICA CORP | 4.0% | 5.2% | 4.0% | |
WELLS FARGO & CO | 3.1% | 4.8% | 3.1% | |
GOLDMAN SACHS GROUP INC | 2.0% | 2.4% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to SPVU
MASTERCARD INCORPORATED CLASS A | 6.1% | |
VISA INC. CLASS A | 6.0% | |
JPMORGAN CHASE & CO | 3.2% | |
BERKSHIRE HATHAWAY INC-CL B | 3.0% | |
AMERICAN EXPRESS CO | 2.1% | |
S&P GLOBAL, INC. | 2.1% | |
BLACKROCK INC | 1.9% | |
PROGRESSIVE CORP | 1.8% | |
MORGAN STANLEY | 1.7% | |
SCHWAB (CHARLES) CORP | 1.6% |
VFH Underweight Relative to SPVU
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% | |
PHILLIPS 66 | -2.2% | |
VALERO ENERGY CORP | -2.2% | |
FORD MOTOR CO | -2.1% |