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
16
Number of overlapping holdings
11.9%
% of IYF's 138 holdings also in CVY
14.2%
% of CVY's 114 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus CVY)
Overlapping Holdings
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| Company | Weight in IYF |
Weight in CVY |
Overlap | |
|---|---|---|---|---|
 |
BANK OF AMERICA CORP | 4.6% | 1.0% | 1.0% |
|
AMERICAN INTERNATIONAL GROUP | 1.1% | 1.0% | 1.0% |
|
WELLS FARGO & CO | 4.0% | 1.0% | 1.0% |
|
HARTFORD FINANCIAL SVCS GRP | 0.6% | 1.0% | 0.6% |
|
REINSURANCE GROUP OF AMERICA | 0.3% | 0.7% | 0.3% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to CVY
|
BERKSHIRE HATHAWAY INC-CL B | 12.9% |
|
JPMORGAN CHASE & CO | 9.8% |
|
BANK OF AMERICA CORP | 3.6% |
|
WELLS FARGO & CO | 3.0% |
|
S&P GLOBAL, INC. | 2.8% |
|
GOLDMAN SACHS GROUP INC | 2.6% |
|
PROGRESSIVE CORP | 2.5% |
|
BLACKROCK INC | 2.4% |
|
CITIGROUP INC | 2.4% |
|
MORGAN STANLEY | 2.2% |
IYF Underweight Relative to CVY
|
ALLIANCE RESOURCE PARTNERS | -1.5% |
|
BLACK STONE MINERALS LP | -1.3% |
|
PBF ENERGY INC-CLASS A | -1.2% |
|
MARATHON PETROLEUM | -1.2% |
|
VALERO ENERGY CORP | -1.2% |
|
EOG RESOURCES, INC. | -1.1% |
 |
ENCANA CORP | -1.1% |
|
DICK'S SPORTING GOODS INC | -1.1% |
|
SUNCOR ENERGY INC | -1.1% |
|
PHILLIPS 66 | -1.1% |