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
32
Number of overlapping holdings
23.9%
% of IYF's 137 holdings also in SPVU
32.3%
% of SPVU's 99 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 | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 9.2% | 5.1% | 5.1% |
|
BANK OF AMERICA CORP | 4.2% | 4.8% | 4.2% |
|
WELLS FARGO & CO | 3.8% | 4.2% | 3.8% |
|
GOLDMAN SACHS GROUP INC | 2.7% | 2.7% | 2.7% |
|
CITIGROUP INC | 2.0% | 2.8% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to SPVU
|
BERKSHIRE HATHAWAY INC-CL B | 13.8% |
|
JPMORGAN CHASE & CO | 4.0% |
|
S&P GLOBAL, INC. | 3.1% |
|
MORGAN STANLEY | 2.6% |
|
BLACKROCK INC | 2.5% |
|
MARSH & MCLENNAN COS | 2.4% |
|
CHUBB LIMITED | 2.1% |
|
SCHWAB (CHARLES) CORP | 2.1% |
|
PROGRESSIVE CORP | 2.0% |
|
BLACKSTONE GROUP LP/THE | 2.0% |
IYF Underweight Relative to SPVU
|
EXXON MOBIL CORP | -5.2% |
|
CHEVRON CORP | -5.1% |
|
VERIZON COMMUNICATIONS INC | -4.0% |
|
CVS CAREMARK CORP | -3.3% |
|
MARATHON PETROLEUM | -3.1% |
|
CIGNA CORPORATION | -2.6% |
|
PHILLIPS 66 | -2.6% |
|
VALERO ENERGY CORP | -2.6% |
|
GENERAL MOTORS CO | -2.4% |
|
FORD MOTOR CO | -1.7% |