Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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48
Number of overlapping holdings
49.0%
% of SPVM's 99 holdings also in SPVU
50.5%
% of SPVU's 96 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 | 2.4% | 2.4% | 2.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.6% | 6.0% | 1.6% |
|
AT&T INC | 1.4% | 3.6% | 1.4% |
|
CHUBB LIMITED | 1.3% | 2.3% | 1.3% |
|
KROGER CO | 2.0% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
SPVM Overweight Relative to SPVU
|
LOEWS CORP | 1.4% |
|
TYSON FOODS INC-CL A | 1.3% |
|
MOHAWK INDUSTRIES INC | 1.2% |
|
FOX CORPORATION CLASS A | 1.2% |
|
DTE ENERGY COMPANY | 1.1% |
|
AMERICAN ELECTRIC POWER | 1.1% |
|
UNIVERSAL HEALTH SERVICES-B | 1.0% |
|
WR BERKLEY CORP | 1.0% |
|
DUKE ENERGY CORP | 1.0% |
|
ENTERGY CORP | 1.0% |
SPVM Underweight Relative to SPVU
|
BERKSHIRE HATHAWAY INC-CL B | -4.4% |
|
CHEVRON CORP | -4.3% |
|
EXXON MOBIL CORP | -4.0% |
|
CVS CAREMARK CORP | -3.8% |
|
BANK OF AMERICA CORP | -3.4% |
|
WELLS FARGO & CO | -3.1% |
|
COMCAST CORP-CL A | -3.1% |
|
ELEVANCE HEALTH INC | -2.6% |
|
CIGNA CORPORATION | -2.6% |
|
AT&T INC | -2.2% |