Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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497
Number of overlapping holdings
92.7%
% of IUS's 538 holdings also in VLU
35.9%
% of VLU's 1459 holdings also in IUS
Overlap by Weight
Sector Drift (IUS minus VLU)
Overlapping Holdings
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| Company | Weight in IUS |
Weight in VLU |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 3.6% | 3.0% | 3.0% |
|
APPLE INC | 4.6% | 2.3% | 2.3% |
|
AMAZON.COM INC | 1.9% | 1.9% | 1.9% |
|
EXXON MOBIL CORP | 2.4% | 1.9% | 1.9% |
|
AT&T INC | 1.8% | 1.9% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
IUS Overweight Relative to VLU
|
ALPHABET INC. CLASS A | 2.8% |
|
APPLE INC | 2.3% |
|
MICROSOFT CORP | 1.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 0.6% |
|
COSTCO WHOLESALE CORP | 0.5% |
|
CVS CAREMARK CORP | 0.5% |
|
META PLATFORMS INC | 0.5% |
|
NVIDIA CORP | 0.5% |
|
COMCAST CORP-CL A | 0.4% |
|
GENERAL MOTORS CO | 0.4% |
IUS Underweight Relative to VLU
|
JPMORGAN CHASE & CO | -1.6% |
|
BANK OF AMERICA CORP | -1.4% |
|
WELLS FARGO & CO | -1.2% |
|
CITIGROUP INC | -1.1% |
|
ALPHABET INC. CLASS C | -1.1% |
|
WAL-MART STORES INC | -0.7% |
|
CAPITAL ONE FINANCIAL CORP | -0.6% |
|
MORGAN STANLEY | -0.6% |
|
GOLDMAN SACHS GROUP INC | -0.6% |
|
VERIZON COMMUNICATIONS INC | -0.5% |