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

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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%
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