Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
23.2%
% of SPVU's 95 holdings also in EQRR
44.0%
% of EQRR's 51 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus EQRR)
Overlapping Holdings
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| Company | Weight in SPVU |
Weight in EQRR |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 4.7% | 3.1% | 3.1% |
|
CVS CAREMARK CORP | 2.3% | 2.6% | 2.3% |
|
JPMORGAN CHASE & CO | 5.8% | 2.1% | 2.1% |
|
WELLS FARGO & CO | 4.9% | 2.0% | 2.0% |
|
PHILLIPS 66 | 1.5% | 3.0% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to EQRR
|
BANK OF AMERICA CORP | 5.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.2% |
|
CHEVRON CORP | 4.5% |
|
AT&T INC | 4.3% |
|
JPMORGAN CHASE & CO | 3.7% |
|
COMCAST CORP-CL A | 3.2% |
|
VERIZON COMMUNICATIONS INC | 3.0% |
|
WELLS FARGO & CO | 2.9% |
|
CITIGROUP INC | 2.8% |
|
CAPITAL ONE FINANCIAL CORP | 1.7% |
SPVU Underweight Relative to EQRR
|
SCHLUMBERGER LTD | -3.1% |
|
HALLIBURTON CO | -3.0% |
|
EOG RESOURCES, INC. | -3.0% |
|
CONOCOPHILLIPS | -2.9% |
|
COTERRA ENERGY INC. | -2.9% |
|
HERSHEY CO/THE | -2.6% |
|
CORTEVA INC | -2.6% |
|
DIAMONDBACK ENERGY INC | -2.6% |
|
SYSCO CORP | -2.5% |
|
CONSTELLATION BRANDS INC-A | -2.4% |