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
53
Number of overlapping holdings
55.8%
% of SPVU's 95 holdings also in SPVM
55.2%
% of SPVM's 97 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus SPVM)
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 SPVM |
Overlap | |
|---|---|---|---|---|
 |
GENERAL MOTORS CO | 2.2% | 2.3% | 2.2% |
|
CAPITAL ONE FINANCIAL CORP | 1.7% | 1.7% | 1.7% |
|
VALERO ENERGY CORP | 1.5% | 1.5% | 1.5% |
|
PHILLIPS 66 | 1.5% | 1.3% | 1.3% |
|
CITIGROUP INC | 2.8% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to SPVM
|
JPMORGAN CHASE & CO | 4.8% |
|
CHEVRON CORP | 4.5% |
|
AT&T INC | 4.3% |
|
BANK OF AMERICA CORP | 4.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 4.2% |
|
EXXON MOBIL CORP | 3.9% |
|
WELLS FARGO & CO | 3.7% |
|
COMCAST CORP-CL A | 3.2% |
|
CVS CAREMARK CORP | 2.3% |
|
VERIZON COMMUNICATIONS INC | 2.1% |
SPVU Underweight Relative to SPVM
|
SYNCHRONY FINANCIAL | -1.3% |
|
ASSURANT INC | -1.2% |
|
LOEWS CORP | -1.1% |
|
CINCINNATI FINANCIAL CORP | -1.1% |
|
KINDER MORGAN INC | -1.1% |
|
CBRE GROUP, INC. CLASS A | -1.1% |
|
METLIFE INC | -1.1% |
|
AFLAC INC | -1.0% |
|
TRAVELERS COS INC/THE | -1.0% |
 |
BUNGE GLOBAL SA | -1.0% |