Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
26%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
PWV
52
HOLDINGS
31%
ALSO IN XLF
XLF
76
HOLDINGS
20%
ALSO IN PWV
SECTOR DRIFT (PWV minus XLF)
OVERLAPPING HOLDINGS
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| Company | Weight in PWV |
Weight in XLF |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.2% | 11.2% | 3.2% |
|
WELLS FARGO & CO | 3.3% | 3.2% | 3.2% |
|
GOLDMAN SACHS GROUP INC | 2.9% | 3.3% | 2.9% |
|
MORGAN STANLEY | 2.9% | 2.8% | 2.8% |
|
BANK OF AMERICA CORP | 2.7% | 4.1% | 2.7% |
PWV Overweight Relative to XLF
|
CHEVRON CORP | 4.0% |
|
EXXON MOBIL HOLDING CORP | 3.9% |
|
AMGEN INC | 3.6% |
|
UNITEDHEALTH GROUP INC | 3.5% |
|
WALT DISNEY CO/THE | 3.4% |
|
PEPSICO INC | 3.2% |
|
VERIZON COMMUNICATIONS INC | 3.0% |
|
T-MOBILE US, INC. | 2.9% |
|
AT&T INC | 2.8% |
|
PHILLIPS 66 | 1.7% |
PWV Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -12.7% |
|
VISA INC. CLASS A | -8.8% |
|
JPMORGAN CHASE & CO | -8.1% |
|
MASTERCARD INCORPORATED CLASS A | -6.5% |
|
AMERICAN EXPRESS CO | -2.1% |
|
BLACKROCK INC | -2.1% |
|
SCHWAB (CHARLES) CORP | -1.8% |
|
S&P GLOBAL, INC. | -1.8% |
|
PROGRESSIVE CORP | -1.7% |
|
BANK OF AMERICA CORP | -1.4% |