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
6
Number of overlapping holdings
6.3%
% of SPVU's 96 holdings also in GSIB
22.2%
% of GSIB's 27 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus GSIB)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SPVU |
Weight in GSIB |
Overlap | |
|---|---|---|---|---|
 |
WELLS FARGO & CO | 5.0% | 4.4% | 4.4% |
|
BANK OF AMERICA CORP | 5.3% | 3.8% | 3.8% |
|
JPMORGAN CHASE & CO | 5.8% | 3.8% | 3.8% |
|
CITIGROUP INC | 2.7% | 3.7% | 2.7% |
|
BANK OF NEW YORK MELLON CORP | 1.0% | 4.1% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to GSIB
|
BERKSHIRE HATHAWAY INC-CL B | 5.2% |
|
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% |
|
CVS CAREMARK CORP | 2.4% |
|
GENERAL MOTORS CO | 2.4% |
|
JPMORGAN CHASE & CO | 2.0% |
|
CIGNA CORPORATION | 1.8% |
SPVU Underweight Relative to GSIB
|
MORGAN STANLEY | -4.3% |
|
GOLDMAN SACHS GROUP INC | -4.0% |
 |
MIZUHO FINANCIAL GROUP-ADR | -4.0% |
|
MITSUBISHI UFJ FINL GRP-ADR | -3.7% |
 |
ROYAL BANK OF CANADA | -3.6% |
 |
BARCLAYS PLC-SPONS ADR | -3.6% |
|
SUMITOMO MITSUI-SPONS ADR | -3.6% |
 |
SOCIETE GENERALE | -3.5% |
|
STATE STREET CORP | -3.5% |
 |
INDUSTRIAL AND COMMERCIAL BANK OF CH | -3.5% |