Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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37
Number of overlapping holdings
29.8%
% of ULVM's 127 holdings also in SPVU
37.8%
% of SPVU's 99 holdings also in ULVM
Overlap by Weight
Sector Drift (ULVM minus SPVU)
Overlapping Holdings
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| Company | Weight in ULVM |
Weight in SPVU |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 1.4% | 5.0% | 1.4% |
|
AT&T INC | 1.1% | 2.8% | 1.1% |
|
KROGER CO | 1.1% | 1.1% | 1.1% |
|
VERIZON COMMUNICATIONS INC | 0.9% | 2.8% | 0.9% |
|
BANK OF NEW YORK MELLON CORP | 1.1% | 0.9% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
ULVM Overweight Relative to SPVU
|
NISOURCE INC | 1.4% |
|
BOSTON SCIENTIFIC CORP | 1.3% |
|
DUKE ENERGY CORP | 1.3% |
|
BLACKROCK INC | 1.2% |
|
COSTCO WHOLESALE CORP | 1.2% |
|
WAL-MART STORES INC | 1.2% |
|
AVALONBAY COMMUNITIES INC | 1.2% |
|
FISERV, INC. | 1.2% |
|
LOCKHEED MARTIN CORP | 1.1% |
|
RTX CORP | 1.1% |
ULVM Underweight Relative to SPVU
|
EXXON MOBIL CORP | -4.9% |
|
CHEVRON CORP | -4.6% |
|
BANK OF AMERICA CORP | -4.2% |
|
WELLS FARGO & CO | -3.7% |
|
BERKSHIRE HATHAWAY INC-CL B | -3.6% |
|
COMCAST CORP-CL A | -3.2% |
|
ELEVANCE HEALTH INC | -2.3% |
|
CVS CAREMARK CORP | -2.2% |
|
CITIGROUP INC | -2.1% |
|
CIGNA CORPORATION | -2.1% |