Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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38
Number of overlapping holdings
37.6%
% of OEF's 101 holdings also in SPMV
51.4%
% of SPMV's 74 holdings also in OEF
Overlap by Weight
Sector Drift (OEF minus SPMV)
Overlapping Holdings
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| Company | Weight in OEF |
Weight in SPMV |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 3.0% | 3.3% | 3.0% |
|
MICROSOFT CORP | 8.7% | 3.0% | 3.0% |
|
APPLE INC | 9.5% | 2.8% | 2.8% |
|
AMAZON.COM INC | 5.2% | 2.7% | 2.7% |
|
BROADCOM INC. | 2.6% | 2.2% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
OEF Overweight Relative to SPMV
|
APPLE INC | 6.7% |
|
NVIDIA CORP | 6.0% |
|
MICROSOFT CORP | 5.8% |
|
ALPHABET INC. CLASS A | 2.8% |
|
AMAZON.COM INC | 2.5% |
|
TESLA MOTORS INC | 2.2% |
|
JPMORGAN CHASE & CO | 2.1% |
|
META PLATFORMS INC | 2.1% |
|
VISA INC. CLASS A | 1.8% |
|
ALPHABET INC. CLASS C | 1.8% |
OEF Underweight Relative to SPMV
|
CHUBB LIMITED | -3.1% |
|
MARSH & MCLENNAN COS | -3.0% |
|
PROGRESSIVE CORP | -3.0% |
|
MONDELEZ INTERNATIONAL INC-A | -3.0% |
|
VERTEX PHARMACEUTICALS INC | -2.8% |
|
T-MOBILE US, INC. | -2.8% |
|
ABBOTT LABORATORIES | -2.4% |
|
ARTHUR J GALLAGHER & CO | -2.2% |
 |
AON PLC CLASS A | -2.1% |
|
DUKE ENERGY CORP | -2.1% |