Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
10.5%
% of SPVU's 96 holdings also in DUSA
37.0%
% of DUSA's 27 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus DUSA)
Overlapping Holdings
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| Company | Weight in SPVU |
Weight in DUSA |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 5.6% | 8.4% | 5.6% |
|
CVS CAREMARK CORP | 3.5% | 6.0% | 3.5% |
|
WELLS FARGO & CO | 4.2% | 3.4% | 3.4% |
|
CIGNA CORPORATION | 2.3% | 3.1% | 2.3% |
|
CAPITAL ONE FINANCIAL CORP | 1.2% | 9.6% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to DUSA
|
EXXON MOBIL CORP | 5.2% |
|
CHEVRON CORP | 4.7% |
|
BANK OF AMERICA CORP | 4.4% |
|
AT&T INC | 3.5% |
|
VERIZON COMMUNICATIONS INC | 3.2% |
|
COMCAST CORP-CL A | 3.0% |
|
CITIGROUP INC | 2.7% |
|
ELEVANCE HEALTH INC | 2.5% |
|
GENERAL MOTORS CO | 2.3% |
|
CHUBB LIMITED | 2.2% |
SPVU Underweight Relative to DUSA
|
META PLATFORMS INC | -9.6% |
|
CAPITAL ONE FINANCIAL CORP | -8.4% |
|
AMAZON.COM INC | -5.9% |
|
MGM MIRAGE | -5.8% |
|
MARKEL CORP | -5.4% |
|
US BANCORP | -5.2% |
|
APPLIED MATERIALS INC | -4.6% |
|
ALPHABET INC. CLASS C | -4.1% |
|
VIATRIS, INC. | -3.3% |
|
QUEST DIAGNOSTICS | -3.0% |