Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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114
Number of overlapping holdings
8.2%
% of VLU's 1398 holdings also in ULVM
91.9%
% of ULVM's 128 holdings also in VLU
Overlap by Weight
Sector Drift (VLU minus ULVM)
Overlapping Holdings
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| Company | Weight in VLU |
Weight in ULVM |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 2.8% | 1.5% | 1.5% |
|
AT&T INC | 1.8% | 1.3% | 1.3% |
|
WAL-MART STORES INC | 1.9% | 1.2% | 1.2% |
|
VERIZON COMMUNICATIONS INC | 1.7% | 1.1% | 1.1% |
|
BANK OF AMERICA CORP | 1.4% | 0.8% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
VLU Overweight Relative to ULVM
|
APPLE INC | 2.4% |
|
AMAZON.COM INC | 2.0% |
|
EXXON MOBIL CORP | 2.0% |
|
JPMORGAN CHASE & CO | 1.6% |
|
CHEVRON CORP | 1.4% |
|
MICROSOFT CORP | 1.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.3% |
|
ALPHABET INC. CLASS C | 1.1% |
|
META PLATFORMS INC | 1.0% |
|
UNITEDHEALTH GROUP INC | 1.0% |
VLU Underweight Relative to ULVM
|
NISOURCE INC | -1.4% |
|
BOSTON SCIENTIFIC CORP | -1.3% |
|
SS&C TECHNOLOGIES HOLDINGS | -1.3% |
|
FOX CORPORATION CLASS A | -1.3% |
|
WELLTOWER, INC. | -1.2% |
|
VENTAS INC | -1.1% |
|
VICI PROPERTIES INC | -1.1% |
|
AVALONBAY COMMUNITIES INC | -1.1% |
|
QUEST DIAGNOSTICS | -1.1% |
|
FISERV, INC. | -1.1% |