Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
17.3%
% of SPVM's 99 holdings also in UPGD
34.7%
% of UPGD's 49 holdings also in SPVM
Overlap by Weight
Sector Drift (SPVM minus UPGD)
Overlapping Holdings
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| Company | Weight in SPVM |
Weight in UPGD |
Overlap | |
|---|---|---|---|---|
 |
KROGER CO | 1.7% | 2.3% | 1.7% |
|
HEWLETT PACKARD ENTERPRISE CO. | 1.4% | 2.0% | 1.4% |
|
BEST BUY CO INC | 1.4% | 2.1% | 1.4% |
|
CARDINAL HEALTH INC | 1.3% | 2.1% | 1.3% |
|
AT&T INC | 1.2% | 2.3% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
SPVM Overweight Relative to UPGD
|
GENERAL MOTORS CO | 2.2% |
|
TYSON FOODS INC-CL A | 1.7% |
|
LOEWS CORP | 1.6% |
|
PRUDENTIAL FINANCIAL INC | 1.5% |
|
FOX CORPORATION CLASS A | 1.5% |
|
DELTA AIR LINES INC | 1.5% |
|
UNITED CONTINENTAL HOLDINGS | 1.5% |
|
MOHAWK INDUSTRIES INC | 1.4% |
|
CITIGROUP INC | 1.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.3% |
SPVM Underweight Relative to UPGD
|
3M CO | -2.3% |
|
ECOLAB INC | -2.2% |
|
CARMAX INC | -2.2% |
|
ALBERTSONS COMPANIES, INC. CLASS A | -2.2% |
|
AMGEN INC | -2.1% |
|
HENRY SCHEIN INC | -2.1% |
|
WATERS CORP | -2.1% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -2.1% |
|
AUTOMATIC DATA PROCESSING | -2.1% |
|
MCCORMICK & CO-NON VTG SHRS | -2.1% |