Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
12.5%
% of SPVU's 96 holdings also in BLCV
21.1%
% of BLCV's 57 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 | 5.0% | 4.5% | 4.5% |
|
CITIGROUP INC | 2.7% | 3.7% | 2.7% |
|
COMCAST CORP-CL A | 3.3% | 2.5% | 2.5% |
|
CVS CAREMARK CORP | 2.4% | 2.9% | 2.4% |
|
CIGNA CORPORATION | 1.8% | 1.9% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to BLCV
|
JPMORGAN CHASE & CO | 5.8% |
|
BANK OF AMERICA CORP | 5.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.2% |
|
EXXON MOBIL CORP | 4.9% |
|
CHEVRON CORP | 4.5% |
|
AT&T INC | 4.0% |
|
CAPITAL ONE FINANCIAL CORP | 1.6% |
|
MARATHON PETROLEUM | 1.6% |
|
PHILLIPS 66 | 1.6% |
|
VALERO ENERGY CORP | 1.6% |
SPVU Underweight Relative to BLCV
|
CARDINAL HEALTH INC | -3.2% |
|
SS&C TECHNOLOGIES HOLDINGS | -3.1% |
|
CISCO SYSTEMS INC | -2.9% |
 |
MEDTRONIC PLC | -2.7% |
|
ELECTRONIC ARTS INC | -2.7% |
|
L3HARRIS TECHNOLOGIES INC | -2.7% |
|
MICROSOFT CORP | -2.7% |
|
AMAZON.COM INC | -2.6% |
|
COGNIZANT TECH SOLUTIONS-A | -2.3% |
|
FIDELITY NATIONAL INFORMATION SERVIC | -2.3% |