Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
15.8%
% of SPVU's 96 holdings also in AIVL
16.3%
% of AIVL's 100 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus AIVL)
Overlapping Holdings
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| Company | Weight in SPVU |
Weight in AIVL |
Overlap | |
|---|---|---|---|---|
 |
WELLS FARGO & CO | 4.1% | 3.3% | 3.3% |
|
BANK OF AMERICA CORP | 4.2% | 2.7% | 2.7% |
|
COMCAST CORP-CL A | 3.1% | 2.6% | 2.6% |
|
CITIGROUP INC | 2.6% | 3.5% | 2.6% |
|
EXXON MOBIL CORP | 5.0% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to AIVL
|
BERKSHIRE HATHAWAY INC-CL B | 6.2% |
|
CHEVRON CORP | 4.2% |
|
CVS CAREMARK CORP | 4.0% |
|
AT&T INC | 3.6% |
|
VERIZON COMMUNICATIONS INC | 3.4% |
|
EXXON MOBIL CORP | 3.1% |
|
ELEVANCE HEALTH INC | 2.8% |
|
CIGNA CORPORATION | 2.6% |
|
GENERAL MOTORS CO | 2.4% |
|
CHUBB LIMITED | 2.3% |
SPVU Underweight Relative to AIVL
|
SIRIUS XM HOLDINGS INC | -9.4% |
|
WILLIAMS COS INC | -5.8% |
|
INTERCONTINENTALEXCHANGE INC | -5.1% |
|
ABBOTT LABORATORIES | -4.2% |
|
NASDAQ OMX GROUP/THE | -4.0% |
|
AMERICAN INTERNATIONAL GROUP | -3.8% |
 |
MEDTRONIC PLC | -3.6% |
|
NISOURCE INC | -3.3% |
|
ROPER TECHNOLOGIES, INC. | -3.2% |
|
3M CO | -3.1% |