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
48
Number of overlapping holdings
50.5%
% of SPVU's 96 holdings also in SPVM
49.0%
% of SPVM's 99 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 | 2.4% | 2.4% | 2.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 6.0% | 1.6% | 1.6% |
|
AT&T INC | 3.6% | 1.4% | 1.4% |
|
CHUBB LIMITED | 2.3% | 1.3% | 1.3% |
|
KROGER CO | 1.3% | 2.0% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to SPVM
|
BERKSHIRE HATHAWAY INC-CL B | 4.4% |
|
CHEVRON CORP | 4.3% |
|
EXXON MOBIL CORP | 4.0% |
|
CVS CAREMARK CORP | 3.8% |
|
BANK OF AMERICA CORP | 3.4% |
|
WELLS FARGO & CO | 3.1% |
|
COMCAST CORP-CL A | 3.1% |
|
ELEVANCE HEALTH INC | 2.6% |
|
CIGNA CORPORATION | 2.6% |
|
AT&T INC | 2.2% |
SPVU Underweight Relative to SPVM
|
LOEWS CORP | -1.4% |
|
TYSON FOODS INC-CL A | -1.3% |
|
MOHAWK INDUSTRIES INC | -1.2% |
|
FOX CORPORATION CLASS A | -1.2% |
|
DTE ENERGY COMPANY | -1.1% |
|
AMERICAN ELECTRIC POWER | -1.1% |
|
UNIVERSAL HEALTH SERVICES-B | -1.0% |
|
WR BERKLEY CORP | -1.0% |
|
DUKE ENERGY CORP | -1.0% |
|
ENTERGY CORP | -1.0% |