Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
17.9%
% of SPVU's 96 holdings also in PKW
8.9%
% of PKW's 192 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus PKW)
Overlapping Holdings
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| Company | Weight in SPVU |
Weight in PKW |
Overlap | |
|---|---|---|---|---|
 |
WELLS FARGO & CO | 4.2% | 5.0% | 4.2% |
|
COMCAST CORP-CL A | 3.1% | 5.0% | 3.1% |
|
GENERAL MOTORS CO | 2.4% | 2.4% | 2.4% |
|
MARATHON PETROLEUM | 1.3% | 2.0% | 1.3% |
|
PHILLIPS 66 | 1.3% | 2.0% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to PKW
|
BERKSHIRE HATHAWAY INC-CL B | 6.0% |
|
EXXON MOBIL CORP | 5.1% |
|
BANK OF AMERICA CORP | 4.4% |
|
CHEVRON CORP | 4.3% |
|
CVS CAREMARK CORP | 3.8% |
|
AT&T INC | 3.6% |
|
VERIZON COMMUNICATIONS INC | 3.4% |
|
CITIGROUP INC | 2.7% |
|
ELEVANCE HEALTH INC | 2.6% |
|
CIGNA CORPORATION | 2.6% |
SPVU Underweight Relative to PKW
|
RTX CORP | -6.1% |
|
BOOKING HOLDINGS INC. | -5.0% |
|
CATERPILLAR INC | -4.4% |
|
HCA HOLDINGS INC | -3.1% |
|
PAYPAL HOLDINGS INC | -3.1% |
|
MARRIOTT INTERNATIONAL-CL A | -2.7% |
|
CHENIERE ENERGY INC | -2.6% |
|
AFLAC INC | -2.6% |
|
HILTON WORLDWIDE HOLDINGS, INC. | -2.5% |
|
AMERICAN INTERNATIONAL GROUP | -2.4% |