Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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48
Number of overlapping holdings
50.0%
% of SPVU's 96 holdings also in ULVM
39.0%
% of ULVM's 126 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus ULVM)
Overlapping Holdings
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| Company | Weight in SPVU |
Weight in ULVM |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 5.3% | 1.7% | 1.7% |
|
JPMORGAN CHASE & CO | 5.5% | 1.2% | 1.2% |
|
MCKESSON CORP | 1.2% | 1.2% | 1.2% |
|
AMERICAN INTERNATIONAL GROUP | 1.3% | 1.1% | 1.1% |
|
BANK OF NEW YORK MELLON CORP | 1.0% | 1.2% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to ULVM
|
EXXON MOBIL CORP | 5.0% |
|
CHEVRON CORP | 4.3% |
|
JPMORGAN CHASE & CO | 4.3% |
|
BANK OF AMERICA CORP | 4.1% |
|
WELLS FARGO & CO | 3.6% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.6% |
|
COMCAST CORP-CL A | 3.4% |
|
AT&T INC | 3.0% |
|
VERIZON COMMUNICATIONS INC | 2.3% |
|
CVS CAREMARK CORP | 2.1% |
SPVU Underweight Relative to ULVM
|
REGENERON PHARMACEUTICALS | -1.3% |
|
SS&C TECHNOLOGIES HOLDINGS | -1.3% |
|
DUKE ENERGY CORP | -1.2% |
|
FISERV, INC. | -1.2% |
|
COGNIZANT TECH SOLUTIONS-A | -1.2% |
|
PACKAGING CORP OF AMERICA | -1.1% |
|
AMPHENOL CORP-CL A | -1.1% |
|
LOEWS CORP | -1.1% |
|
ELEVANCE HEALTH INC | -1.1% |
|
LYONDELLBASELL INDU-CL A | -1.1% |