Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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53

Number of overlapping holdings

55.2%

% of SPVM's 97 holdings also in SPVU

55.8%

% of SPVU's 95 holdings also in SPVM

Overlap by Weight
Sector Drift (SPVM minus SPVU)
Overlapping Holdings

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Company Weight
in SPVM
Weight
in SPVU
Overlap
GENERAL MOTORS CO 2.3% 2.2% 2.2%
CAPITAL ONE FINANCIAL CORP 1.7% 1.7% 1.7%
VALERO ENERGY CORP 1.5% 1.5% 1.5%
PHILLIPS 66 1.3% 1.5% 1.3%
CITIGROUP INC 1.2% 2.8% 1.2%

Position Highlights (Non-Overlapping Exposures)
SPVM Overweight Relative to SPVU
SYNCHRONY FINANCIAL 1.3%
ASSURANT INC 1.2%
LOEWS CORP 1.1%
CINCINNATI FINANCIAL CORP 1.1%
KINDER MORGAN INC 1.1%
METLIFE INC 1.1%
CBRE GROUP, INC. CLASS A 1.1%
AFLAC INC 1.0%
TRAVELERS COS INC/THE 1.0%
BUNGE GLOBAL SA 1.0%
SPVM Underweight Relative to SPVU
JPMORGAN CHASE & CO -4.8%
CHEVRON CORP -4.5%
AT&T INC -4.3%
BANK OF AMERICA CORP -4.3%
BERKSHIRE HATHAWAY INC-CL B -4.2%
EXXON MOBIL CORP -3.9%
WELLS FARGO & CO -3.7%
COMCAST CORP-CL A -3.2%
CVS CAREMARK CORP -2.3%
VERIZON COMMUNICATIONS INC -2.1%
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