Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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65
Number of overlapping holdings
52.4%
% of ULVM's 128 holdings also in VLUE
48.5%
% of VLUE's 140 holdings also in ULVM
Overlap by Weight
Sector Drift (ULVM minus VLUE)
Overlapping Holdings
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| Company | Weight in ULVM |
Weight in VLUE |
Overlap | |
|---|---|---|---|---|
 |
AT&T INC | 1.3% | 5.6% | 1.3% |
|
RTX CORP | 1.3% | 1.9% | 1.3% |
|
KROGER CO | 1.2% | 1.2% | 1.2% |
|
INTL BUSINESS MACHINES CORP | 1.2% | 4.7% | 1.2% |
|
VERIZON COMMUNICATIONS INC | 1.1% | 3.3% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
ULVM Overweight Relative to VLUE
|
BERKSHIRE HATHAWAY INC-CL B | 1.5% |
|
NISOURCE INC | 1.5% |
|
BOSTON SCIENTIFIC CORP | 1.4% |
|
DUKE ENERGY CORP | 1.4% |
|
WELLTOWER, INC. | 1.4% |
 |
MEDTRONIC PLC | 1.3% |
|
VENTAS INC | 1.2% |
|
FISERV, INC. | 1.2% |
|
COSTCO WHOLESALE CORP | 1.2% |
|
VICI PROPERTIES INC | 1.2% |
ULVM Underweight Relative to VLUE
|
CISCO SYSTEMS INC | -6.7% |
|
AT&T INC | -4.3% |
|
INTEL CORP | -3.8% |
|
INTL BUSINESS MACHINES CORP | -3.5% |
|
GENERAL MOTORS CO | -2.7% |
|
APPLIED MATERIALS INC | -2.3% |
|
VERIZON COMMUNICATIONS INC | -2.2% |
|
BRISTOL-MYERS SQUIBB CO | -1.8% |
|
CIGNA CORPORATION | -1.6% |
|
CVS CAREMARK CORP | -1.5% |