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
21
Number of overlapping holdings
22.1%
% of SPVU's 96 holdings also in EQRR
42.0%
% 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 | |
|---|---|---|---|---|
 |
CVS CAREMARK CORP | 3.8% | 3.6% | 3.6% |
|
CHEVRON CORP | 4.3% | 3.2% | 3.2% |
|
EXXON MOBIL CORP | 5.1% | 3.0% | 3.0% |
|
MCKESSON CORP | 1.9% | 2.7% | 1.9% |
|
WELLS FARGO & CO | 4.2% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to EQRR
|
BERKSHIRE HATHAWAY INC-CL B | 6.0% |
|
AT&T INC | 3.6% |
|
VERIZON COMMUNICATIONS INC | 3.4% |
|
COMCAST CORP-CL A | 3.1% |
|
BANK OF AMERICA CORP | 3.0% |
|
WELLS FARGO & CO | 2.7% |
|
CITIGROUP INC | 2.7% |
|
ELEVANCE HEALTH INC | 2.6% |
|
CIGNA CORPORATION | 2.6% |
|
GENERAL MOTORS CO | 2.4% |
SPVU Underweight Relative to EQRR
|
SCHLUMBERGER LTD | -3.2% |
|
COTERRA ENERGY INC. | -3.1% |
|
EOG RESOURCES, INC. | -3.0% |
|
CONOCOPHILLIPS | -2.7% |
|
ALTRIA GROUP INC | -2.7% |
|
HERSHEY CO/THE | -2.6% |
|
CORTEVA INC | -2.6% |
|
UBER TECHNOLOGIES, INC. | -2.4% |
|
CASEY'S GENERAL STORES INC | -2.4% |
|
HALLIBURTON CO | -2.3% |