Fund Overlap

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


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34

Number of overlapping holdings

9.0%

% of VFH's 398 holdings also in SPVU

34.3%

% of SPVU's 99 holdings also in VFH

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

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Company Weight
in VFH
Weight
in SPVU
Overlap
JPMORGAN CHASE & CO 7.9% 5.1% 5.1%
BANK OF AMERICA CORP 3.7% 4.8% 3.7%
WELLS FARGO & CO 2.9% 4.2% 2.9%
GOLDMAN SACHS GROUP INC 2.1% 2.7% 2.1%
CITIGROUP INC 1.5% 2.8% 1.5%

Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to SPVU
BERKSHIRE HATHAWAY INC-CL B 8.6%
MASTERCARD INCORPORATED CLASS A 6.4%
VISA INC. CLASS A 6.3%
JPMORGAN CHASE & CO 2.7%
S&P GLOBAL, INC. 2.3%
MORGAN STANLEY 2.0%
BLACKROCK INC 1.9%
AMERICAN EXPRESS CO 1.9%
MARSH & MCLENNAN COS 1.8%
CHUBB LIMITED 1.6%
VFH Underweight Relative to SPVU
EXXON MOBIL CORP -5.2%
CHEVRON CORP -5.1%
VERIZON COMMUNICATIONS INC -4.0%
CVS CAREMARK CORP -3.3%
MARATHON PETROLEUM -3.1%
CIGNA CORPORATION -2.6%
PHILLIPS 66 -2.6%
VALERO ENERGY CORP -2.6%
GENERAL MOTORS CO -2.4%
FORD MOTOR CO -1.7%
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