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
20
Number of overlapping holdings
40.0%
% of PWV's 50 holdings also in SPVU
21.1%
% of SPVU's 95 holdings also in PWV
Overlap by Weight
Sector Drift (PWV minus SPVU)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in PWV |
Weight in SPVU |
Overlap | |
|---|---|---|---|---|
 |
BANK OF AMERICA CORP | 3.4% | 5.4% | 3.4% |
|
CHEVRON CORP | 3.4% | 4.5% | 3.4% |
|
JPMORGAN CHASE & CO | 3.3% | 5.8% | 3.3% |
|
EXXON MOBIL CORP | 3.2% | 4.7% | 3.2% |
|
WELLS FARGO & CO | 3.2% | 4.9% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to SPVU
|
INTL BUSINESS MACHINES CORP | 3.6% |
|
CISCO SYSTEMS INC | 3.5% |
|
ABBVIE INC | 3.4% |
|
HOME DEPOT INC | 3.4% |
|
PROCTER & GAMBLE CO/THE | 3.4% |
|
TEXAS INSTRUMENTS INC | 3.3% |
|
JOHNSON & JOHNSON | 3.3% |
|
CATERPILLAR INC | 3.3% |
|
AMGEN INC | 3.2% |
|
GILEAD SCIENCES INC | 1.5% |
PWV Underweight Relative to SPVU
|
BERKSHIRE HATHAWAY INC-CL B | -5.2% |
|
COMCAST CORP-CL A | -3.2% |
|
CITIGROUP INC | -2.8% |
|
AT&T INC | -2.8% |
|
JPMORGAN CHASE & CO | -2.5% |
|
CVS CAREMARK CORP | -2.3% |
|
BANK OF AMERICA CORP | -2.0% |
|
WELLS FARGO & CO | -1.7% |
|
US BANCORP | -1.5% |
|
EXXON MOBIL CORP | -1.4% |