Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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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

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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%
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