Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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31
Number of overlapping holdings
43.7%
% of XLF's 71 holdings also in SPVU
31.6%
% of SPVU's 99 holdings also in XLF
Overlap by Weight
Sector Drift (XLF minus SPVU)
Overlapping Holdings
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| Company | Weight in XLF |
Weight in SPVU |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 9.7% | 5.2% | 5.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 13.3% | 5.0% | 5.0% |
|
BANK OF AMERICA CORP | 4.6% | 5.3% | 4.6% |
|
WELLS FARGO & CO | 3.9% | 5.1% | 3.9% |
|
GOLDMAN SACHS GROUP INC | 2.4% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to SPVU
|
BERKSHIRE HATHAWAY INC-CL B | 8.3% |
|
VISA INC. CLASS A | 7.7% |
|
MASTERCARD INCORPORATED CLASS A | 6.8% |
|
JPMORGAN CHASE & CO | 4.5% |
|
S&P GLOBAL, INC. | 2.4% |
|
AMERICAN EXPRESS CO | 2.4% |
|
PROGRESSIVE CORP | 2.3% |
|
MORGAN STANLEY | 2.0% |
|
SCHWAB (CHARLES) CORP | 2.0% |
|
BLACKROCK INC | 1.9% |
XLF Underweight Relative to SPVU
|
EXXON MOBIL CORP | -5.3% |
|
CHEVRON CORP | -4.9% |
|
VERIZON COMMUNICATIONS INC | -3.8% |
|
CVS CAREMARK CORP | -3.0% |
|
CIGNA CORPORATION | -2.8% |
|
MARATHON PETROLEUM | -2.5% |
|
GENERAL MOTORS CO | -2.4% |
|
PHILLIPS 66 | -2.2% |
|
VALERO ENERGY CORP | -2.2% |
|
FORD MOTOR CO | -2.0% |