Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
13.5%
% of SPVU's 96 holdings also in DFNL
50.0%
% of DFNL's 27 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus DFNL)
Overlapping Holdings
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| Company | Weight in SPVU |
Weight in DFNL |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 5.8% | 6.8% | 5.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.2% | 7.5% | 5.2% |
|
WELLS FARGO & CO | 5.0% | 5.7% | 5.0% |
|
BANK OF AMERICA CORP | 5.3% | 2.6% | 2.6% |
|
CAPITAL ONE FINANCIAL CORP | 1.6% | 9.4% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to DFNL
|
EXXON MOBIL CORP | 4.9% |
|
CHEVRON CORP | 4.5% |
|
AT&T INC | 4.0% |
|
COMCAST CORP-CL A | 3.3% |
|
VERIZON COMMUNICATIONS INC | 2.9% |
|
BANK OF AMERICA CORP | 2.7% |
|
CITIGROUP INC | 2.7% |
|
CVS CAREMARK CORP | 2.4% |
|
GENERAL MOTORS CO | 2.4% |
|
CIGNA CORPORATION | 1.8% |
SPVU Underweight Relative to DFNL
|
CAPITAL ONE FINANCIAL CORP | -7.7% |
|
MARKEL CORP | -5.9% |
|
CHUBB LIMITED | -5.7% |
|
FIFTH THIRD BANCORP | -5.3% |
|
AMERICAN EXPRESS CO | -4.7% |
|
BANK OF NEW YORK MELLON CORP | -4.5% |
 |
DBS GROUP HOLDINGS LTD | -4.3% |
 |
DANSKE BANK A/S | -4.3% |
 |
JULIUS BAER GRUPPE AG | -4.2% |
|
US BANCORP | -3.9% |