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
28
Number of overlapping holdings
29.5%
% of SPVU's 96 holdings also in LYLD
56.0%
% of LYLD's 50 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus LYLD)
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 LYLD |
Overlap | |
|---|---|---|---|---|
 |
AT&T INC | 3.6% | 3.0% | 3.0% |
|
VERIZON COMMUNICATIONS INC | 3.4% | 2.4% | 2.4% |
|
CIGNA CORPORATION | 2.6% | 2.2% | 2.2% |
|
GENERAL MOTORS CO | 2.4% | 1.9% | 1.9% |
|
COMCAST CORP-CL A | 3.1% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to LYLD
|
BERKSHIRE HATHAWAY INC-CL B | 6.2% |
|
EXXON MOBIL CORP | 5.0% |
|
BANK OF AMERICA CORP | 4.2% |
|
WELLS FARGO & CO | 4.1% |
|
CVS CAREMARK CORP | 4.0% |
|
ELEVANCE HEALTH INC | 2.8% |
|
CITIGROUP INC | 2.6% |
|
CHEVRON CORP | 2.4% |
|
CHUBB LIMITED | 2.3% |
|
MCKESSON CORP | 1.9% |
SPVU Underweight Relative to LYLD
|
FOX CORPORATION CLASS A | -2.8% |
|
EBAY INC | -2.6% |
|
AFLAC INC | -2.6% |
|
AMERICAN INTERNATIONAL GROUP | -2.4% |
|
BAKER HUGHES COMPANY CLASS A | -2.3% |
|
MOLSON COORS BREWING CO -B | -2.3% |
|
AMERICAN FINANCIAL GROUP INC | -2.2% |
|
JABIL CIRCUIT INC | -2.1% |
|
ZIMMER HOLDINGS INC | -2.1% |
|
CF INDUSTRIES HOLDINGS INC | -2.1% |