Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

25
Number of overlapping holdings
18.7%
% of IYF's 137 holdings also in SPVU
26.3%
% of SPVU's 96 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus SPVU)
Overlapping Holdings
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Company | Weight in IYF |
Weight in SPVU |
Overlap | |
---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 12.5% | 6.1% | 6.1% | |
BANK OF AMERICA CORP | 4.8% | 4.7% | 4.7% | |
WELLS FARGO & CO | 4.3% | 4.6% | 4.3% | |
CITIGROUP INC | 2.4% | 2.9% | 2.4% | |
CHUBB LIMITED | 2.0% | 2.2% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to SPVU
JPMORGAN CHASE & CO | 9.4% | |
BERKSHIRE HATHAWAY INC-CL B | 6.4% | |
GOLDMAN SACHS GROUP INC | 3.0% | |
PROGRESSIVE CORP | 2.9% | |
S&P GLOBAL, INC. | 2.8% | |
MORGAN STANLEY | 2.4% | |
SCHWAB (CHARLES) CORP | 2.4% | |
BLACKROCK INC | 2.4% | |
MARSH & MCLENNAN COS | 2.0% | |
CME GROUP INC | 1.8% |
IYF Underweight Relative to SPVU
EXXON MOBIL CORP | -5.0% | |
CHEVRON CORP | -4.2% | |
CVS CAREMARK CORP | -3.7% | |
AT&T INC | -3.6% | |
VERIZON COMMUNICATIONS INC | -3.3% | |
COMCAST CORP-CL A | -3.0% | |
CIGNA CORPORATION | -2.5% | |
ELEVANCE HEALTH INC | -2.5% | |
GENERAL MOTORS CO | -2.4% | |
MCKESSON CORP | -1.9% |