Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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32
Number of overlapping holdings
33.7%
% of SPVU's 96 holdings also in LGCF
42.7%
% of LGCF's 75 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus LGCF)
Overlapping Holdings
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| Company | Weight in SPVU |
Weight in LGCF |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 5.1% | 4.9% | 4.9% |
|
CHEVRON CORP | 4.3% | 4.5% | 4.3% |
|
WELLS FARGO & CO | 4.2% | 4.9% | 4.2% |
|
CHUBB LIMITED | 2.3% | 2.7% | 2.3% |
|
CIGNA CORPORATION | 2.6% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to LGCF
|
BERKSHIRE HATHAWAY INC-CL B | 6.0% |
|
BANK OF AMERICA CORP | 4.4% |
|
CVS CAREMARK CORP | 3.8% |
|
AT&T INC | 3.6% |
|
VERIZON COMMUNICATIONS INC | 3.4% |
|
COMCAST CORP-CL A | 3.1% |
|
CITIGROUP INC | 2.7% |
|
ELEVANCE HEALTH INC | 2.6% |
|
GENERAL MOTORS CO | 2.4% |
|
MCKESSON CORP | 1.9% |
SPVU Underweight Relative to LGCF
|
JPMORGAN CHASE & CO | -5.2% |
|
ABBVIE INC | -4.5% |
|
PROGRESSIVE CORP | -3.7% |
|
UBER TECHNOLOGIES, INC. | -3.7% |
|
AMERICAN EXPRESS CO | -3.3% |
|
GILEAD SCIENCES INC | -3.1% |
|
PFIZER INC | -3.0% |
|
CONOCOPHILLIPS | -2.8% |
|
BRISTOL-MYERS SQUIBB CO | -2.4% |
|
ALTRIA GROUP INC | -2.3% |