Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
26.5%
% of PWV's 50 holdings also in TBG
38.2%
% of TBG's 34 holdings also in PWV
Overlap by Weight
Sector Drift (PWV minus TBG)
Overlapping Holdings
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| Company | Weight in PWV |
Weight in TBG |
Overlap | |
|---|---|---|---|---|
 |
CHEVRON CORP | 3.5% | 4.4% | 3.5% |
|
INTL BUSINESS MACHINES CORP | 3.3% | 4.2% | 3.3% |
|
VERIZON COMMUNICATIONS INC | 3.2% | 4.0% | 3.2% |
|
PROCTER & GAMBLE CO/THE | 3.2% | 2.8% | 2.8% |
|
TEXAS INSTRUMENTS INC | 3.1% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to TBG
|
WELLS FARGO & CO | 4.2% |
|
BANK OF AMERICA CORP | 3.8% |
|
ABBOTT LABORATORIES | 3.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.3% |
|
COCA-COLA CO/THE | 2.8% |
|
ABBVIE INC | 2.7% |
|
CAPITAL ONE FINANCIAL CORP | 1.8% |
|
KINDER MORGAN INC | 1.8% |
|
ONEOK INC | 1.7% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | 1.6% |
PWV Underweight Relative to TBG
|
SIMON PROPERTY GROUP INC | -4.6% |
|
GILEAD SCIENCES INC | -4.1% |
|
CISCO SYSTEMS INC | -4.0% |
|
LYONDELLBASELL INDU-CL A | -4.0% |
|
ENTERPRISE PRODUCTS PARTNERS | -3.8% |
|
BLACKSTONE GROUP LP/THE | -3.7% |
|
TRUIST FINANCIAL CORPORATION | -3.6% |
|
KENVUE, INC. | -3.2% |
|
MERCK & CO. INC. | -3.2% |
|
BLUE OWL CAPITAL INC CLASS A | -3.1% |