Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
12
Number of overlapping holdings
12.6%
% of SPVU's 96 holdings also in BLCV
22.2%
% of BLCV's 55 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus BLCV)
Overlapping Holdings
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| Company | Weight in SPVU |
Weight in BLCV |
Overlap | |
|---|---|---|---|---|
 |
WELLS FARGO & CO | 4.1% | 3.9% | 3.9% |
|
CVS CAREMARK CORP | 4.0% | 3.1% | 3.1% |
|
COMCAST CORP-CL A | 3.1% | 2.7% | 2.7% |
|
CITIGROUP INC | 2.6% | 2.8% | 2.6% |
|
CIGNA CORPORATION | 2.6% | 2.2% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to BLCV
|
BERKSHIRE HATHAWAY INC-CL B | 6.2% |
|
EXXON MOBIL CORP | 5.0% |
|
CHEVRON CORP | 4.2% |
|
BANK OF AMERICA CORP | 4.2% |
|
AT&T INC | 3.6% |
|
CHUBB LIMITED | 2.3% |
|
VERIZON COMMUNICATIONS INC | 2.3% |
|
MCKESSON CORP | 1.9% |
|
FORD MOTOR CO | 1.6% |
|
CENTENE CORP | 1.5% |
SPVU Underweight Relative to BLCV
 |
MEDTRONIC PLC | -3.0% |
|
CARDINAL HEALTH INC | -3.0% |
|
SS&C TECHNOLOGIES HOLDINGS | -2.9% |
|
MICROSOFT CORP | -2.8% |
|
AMAZON.COM INC | -2.7% |
|
L3HARRIS TECHNOLOGIES INC | -2.7% |
|
LABCORP HOLDINGS | -2.7% |
|
DOLLAR TREE INC | -2.6% |
|
FIDELITY NATIONAL INFORMATION SERVIC | -2.6% |
|
CISCO SYSTEMS INC | -2.6% |