Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
30.0%
% of PWV's 50 holdings also in QUVU
23.4%
% of QUVU's 66 holdings also in PWV
Overlap by Weight
Sector Drift (PWV minus QUVU)
Overlapping Holdings
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| Company | Weight in PWV |
Weight in QUVU |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.4% | 4.1% | 3.4% |
|
PHILIP MORRIS INTERNATIONAL | 3.6% | 3.4% | 3.4% |
|
WELLS FARGO & CO | 3.1% | 2.9% | 2.9% |
|
BANK OF AMERICA CORP | 3.0% | 2.5% | 2.5% |
|
MORGAN STANLEY | 3.1% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to QUVU
|
PROCTER & GAMBLE CO/THE | 3.6% |
|
EXXON MOBIL CORP | 3.5% |
|
JOHNSON & JOHNSON | 3.4% |
|
INTL BUSINESS MACHINES CORP | 3.4% |
|
HOME DEPOT INC | 3.3% |
|
ABBVIE INC | 3.2% |
|
GOLDMAN SACHS GROUP INC | 3.0% |
|
QUALCOMM INC | 2.0% |
|
CENCORA INC | 1.8% |
|
CVS CAREMARK CORP | 1.7% |
PWV Underweight Relative to QUVU
|
UNITEDHEALTH GROUP INC | -3.2% |
|
AMERICAN EXPRESS CO | -2.0% |
|
HONEYWELL INTERNATIONAL INC | -2.0% |
|
LOCKHEED MARTIN CORP | -1.9% |
 |
ASTRAZENECA PLC-SPONS ADR | -1.9% |
|
ATMOS ENERGY CORP | -1.9% |
|
AMERICAN ELECTRIC POWER | -1.8% |
|
PFIZER INC | -1.8% |
 |
TOTAL SA-SPON ADR | -1.8% |
 |
NOVARTIS AG-ADR | -1.8% |