Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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95
Number of overlapping holdings
100.0%
% of SPVU's 96 holdings also in PALC
52.5%
% of PALC's 182 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus PALC)
Overlapping Holdings
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| Company | Weight in SPVU |
Weight in PALC |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 6.0% | 3.6% | 3.6% |
|
EXXON MOBIL CORP | 5.1% | 3.0% | 3.0% |
|
CHEVRON CORP | 4.3% | 2.5% | 2.5% |
|
VERIZON COMMUNICATIONS INC | 3.4% | 2.1% | 2.1% |
|
BANK OF AMERICA CORP | 4.4% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to PALC
|
BERKSHIRE HATHAWAY INC-CL B | 2.4% |
|
BANK OF AMERICA CORP | 2.2% |
|
EXXON MOBIL CORP | 2.1% |
|
WELLS FARGO & CO | 2.1% |
|
CVS CAREMARK CORP | 1.9% |
|
AT&T INC | 1.8% |
|
CHEVRON CORP | 1.8% |
|
COMCAST CORP-CL A | 1.6% |
|
CITIGROUP INC | 1.4% |
|
ELEVANCE HEALTH INC | 1.3% |
SPVU Underweight Relative to PALC
|
COCA-COLA CO/THE | -0.7% |
|
REPUBLIC SERVICES INC | -0.7% |
|
MARSH & MCLENNAN COS | -0.6% |
|
ATMOS ENERGY CORP | -0.6% |
|
COLGATE-PALMOLIVE CO | -0.6% |
|
FIRSTENERGY CORP | -0.6% |
 |
LINDE PLC | -0.6% |
|
PROCTER & GAMBLE CO/THE | -0.6% |
|
NORTHROP GRUMMAN CORP | -0.6% |
|
CMS ENERGY CORP | -0.6% |