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 95 holdings also in PALC
53.1%
% of PALC's 179 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 | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 5.8% | 5.5% | 5.5% |
|
BANK OF AMERICA CORP | 5.4% | 4.6% | 4.6% |
|
WELLS FARGO & CO | 4.9% | 3.7% | 3.7% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.2% | 2.5% | 2.5% |
|
CITIGROUP INC | 2.8% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to PALC
|
BERKSHIRE HATHAWAY INC-CL B | 2.7% |
|
EXXON MOBIL CORP | 2.4% |
|
CHEVRON CORP | 2.3% |
|
AT&T INC | 2.2% |
|
COMCAST CORP-CL A | 1.7% |
|
VERIZON COMMUNICATIONS INC | 1.6% |
|
CVS CAREMARK CORP | 1.2% |
|
WELLS FARGO & CO | 1.2% |
|
GENERAL MOTORS CO | 1.2% |
|
CAPITAL ONE FINANCIAL CORP | 0.9% |
SPVU Underweight Relative to PALC
|
TESLA MOTORS INC | -5.3% |
|
MCDONALD'S CORP | -2.3% |
|
GOLDMAN SACHS GROUP INC | -2.0% |
|
PHILIP MORRIS INTERNATIONAL | -1.9% |
|
ORACLE CORP | -1.9% |
|
LOWE'S COS INC | -1.5% |
|
AMGEN INC | -1.5% |
|
BOOKING HOLDINGS INC. | -1.3% |
|
MORGAN STANLEY | -1.3% |
|
STARBUCKS CORP | -1.1% |