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
15
Number of overlapping holdings
15.8%
% of SPVU's 95 holdings also in KBWB
62.5%
% of KBWB's 24 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus KBWB)
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 KBWB |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 5.8% | 7.5% | 5.8% |
|
BANK OF AMERICA CORP | 5.4% | 7.9% | 5.4% |
|
WELLS FARGO & CO | 4.9% | 8.5% | 4.9% |
|
CITIGROUP INC | 2.8% | 4.0% | 2.8% |
|
CAPITAL ONE FINANCIAL CORP | 1.7% | 4.4% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to KBWB
|
BERKSHIRE HATHAWAY INC-CL B | 5.2% |
|
EXXON MOBIL CORP | 4.7% |
|
CHEVRON CORP | 4.5% |
|
AT&T INC | 4.3% |
|
COMCAST CORP-CL A | 3.2% |
|
VERIZON COMMUNICATIONS INC | 3.0% |
|
CVS CAREMARK CORP | 2.3% |
|
GENERAL MOTORS CO | 2.2% |
|
CIGNA CORPORATION | 1.6% |
|
MARATHON PETROLEUM | 1.5% |
SPVU Underweight Relative to KBWB
|
MORGAN STANLEY | -8.7% |
|
GOLDMAN SACHS GROUP INC | -8.1% |
|
TRUIST FINANCIAL CORPORATION | -3.6% |
|
WELLS FARGO & CO | -3.6% |
|
STATE STREET CORP | -3.4% |
|
M & T BANK CORP | -3.3% |
|
FIFTH THIRD BANCORP | -3.2% |
|
HUNTINGTON BANCSHARES INC | -3.2% |
|
NORTHERN TRUST CORP | -3.2% |
|
BANK OF NEW YORK MELLON CORP | -3.0% |