Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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25
Number of overlapping holdings
50.0%
% of PWV's 50 holdings also in VLUE
17.2%
% of VLUE's 149 holdings also in PWV
Overlap by Weight
Sector Drift (PWV minus VLUE)
Overlapping Holdings
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| Company | Weight in PWV |
Weight in VLUE |
Overlap | |
|---|---|---|---|---|
 |
INTL BUSINESS MACHINES CORP | 3.8% | 3.9% | 3.8% |
|
CISCO SYSTEMS INC | 3.5% | 5.8% | 3.5% |
|
VERIZON COMMUNICATIONS INC | 3.4% | 3.0% | 3.0% |
|
BANK OF AMERICA CORP | 3.3% | 2.0% | 2.0% |
|
DR HORTON INC | 1.8% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to VLUE
|
ABBVIE INC | 4.0% |
|
JOHNSON & JOHNSON | 3.6% |
|
JPMORGAN CHASE & CO | 3.6% |
|
AMGEN INC | 3.5% |
|
ABBOTT LABORATORIES | 3.5% |
|
MORGAN STANLEY | 3.3% |
|
EXXON MOBIL CORP | 3.3% |
|
CATERPILLAR INC | 3.2% |
|
COMCAST CORP-CL A | 3.2% |
|
CHEVRON CORP | 2.9% |
PWV Underweight Relative to VLUE
|
AT&T INC | -5.5% |
|
INTEL CORP | -3.4% |
|
APPLIED MATERIALS INC | -2.9% |
|
PFIZER INC | -2.5% |
|
CISCO SYSTEMS INC | -2.4% |
|
RTX CORP | -1.9% |
|
CITIGROUP INC | -1.7% |
|
GENERAL MOTORS CO | -1.7% |
|
CVS CAREMARK CORP | -1.6% |
|
ALTRIA GROUP INC | -1.4% |