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
52.8%
% of ULVM's 126 holdings also in VLUE
45.5%
% of VLUE's 148 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 | |
|---|---|---|---|---|
 |
COGNIZANT TECH SOLUTIONS-A | 1.2% | 1.1% | 1.1% |
|
GOLDMAN SACHS GROUP INC | 1.0% | 1.4% | 1.0% |
|
INTL BUSINESS MACHINES CORP | 1.0% | 3.9% | 1.0% |
|
ELEVANCE HEALTH INC | 1.1% | 1.0% | 1.0% |
|
CITIGROUP INC | 0.9% | 1.8% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
ULVM Overweight Relative to VLUE
|
BERKSHIRE HATHAWAY INC-CL B | 1.7% |
|
LOEWS CORP | 1.3% |
|
REGENERON PHARMACEUTICALS | 1.3% |
|
DUKE ENERGY CORP | 1.2% |
|
FISERV, INC. | 1.2% |
|
AMERISOURCEBERGEN CORP | 1.2% |
|
JPMORGAN CHASE & CO | 1.2% |
|
MCKESSON CORP | 1.2% |
|
CONSOLIDATED EDISON INC | 1.1% |
|
PACKAGING CORP OF AMERICA | 1.1% |
ULVM Underweight Relative to VLUE
|
CISCO SYSTEMS INC | -6.5% |
|
AT&T INC | -5.1% |
|
INTEL CORP | -3.2% |
|
GENERAL MOTORS CO | -3.0% |
|
INTL BUSINESS MACHINES CORP | -2.9% |
|
APPLIED MATERIALS INC | -2.4% |
|
VERIZON COMMUNICATIONS INC | -2.1% |
|
RTX CORP | -1.8% |
|
BRISTOL-MYERS SQUIBB CO | -1.6% |
|
ALTRIA GROUP INC | -1.5% |