Fund Overlap

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


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OVERLAP
30%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING HOLDINGS
IYF
136
HOLDINGS
20%
ALSO IN SPVU
SPVU
99
HOLDINGS
28%
ALSO IN IYF
SECTOR DRIFT (IYF minus SPVU)
OVERLAPPING HOLDINGS

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Company Weight
in IYF
Weight
in SPVU
Overlap
BERKSHIRE HATHAWAY INC-CL B 11.6% 4.9% 4.9%
BANK OF AMERICA CORP 4.5% 5.2% 4.5%
WELLS FARGO & CO 4.1% 4.3% 4.1%
CITIGROUP INC 2.6% 3.7% 2.6%
CHUBB LIMITED 1.9% 1.7% 1.7%
IYF Overweight Relative to SPVU
JPMORGAN CHASE & CO 10.7%
BERKSHIRE HATHAWAY INC-CL B 6.7%
GOLDMAN SACHS GROUP INC 3.5%
S&P GLOBAL, INC. 2.7%
MORGAN STANLEY 2.7%
BLACKROCK INC 2.6%
PROGRESSIVE CORP 2.6%
SCHWAB (CHARLES) CORP 2.5%
BLACKSTONE GROUP LP/THE 1.8%
MARSH & MCLENNAN COS 1.8%
IYF Underweight Relative to SPVU
EXXON MOBIL CORP -4.9%
UNITEDHEALTH GROUP INC -4.9%
CHEVRON CORP -3.9%
VERIZON COMMUNICATIONS INC -3.5%
COMCAST CORP-CL A -3.2%
CVS CAREMARK CORP -2.8%
CIGNA CORPORATION -2.4%
GENERAL MOTORS CO -2.0%
ELEVANCE HEALTH INC -2.0%
CONOCOPHILLIPS -2.0%
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