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   

26

Number of overlapping holdings

19.5%

% of IYF's 137 holdings also in SPVU

27.1%

% 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
JPMORGAN CHASE & CO 9.7% 5.4% 5.4%
BERKSHIRE HATHAWAY INC-CL B 12.4% 5.2% 5.2%
BANK OF AMERICA CORP 4.6% 5.0% 4.6%
WELLS FARGO & CO 3.9% 4.3% 3.9%
CITIGROUP INC 2.3% 2.6% 2.3%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to SPVU
BERKSHIRE HATHAWAY INC-CL B 7.2%
JPMORGAN CHASE & CO 4.3%
S&P GLOBAL, INC. 3.0%
GOLDMAN SACHS GROUP INC 3.0%
PROGRESSIVE CORP 2.7%
MORGAN STANLEY 2.3%
CHUBB LIMITED 2.1%
MARSH & MCLENNAN COS 2.0%
BLACKSTONE GROUP LP/THE 2.0%
SCHWAB (CHARLES) CORP 1.8%
IYF Underweight Relative to SPVU
EXXON MOBIL CORP -5.2%
CHEVRON CORP -4.4%
AT&T INC -3.9%
COMCAST CORP-CL A -3.3%
VERIZON COMMUNICATIONS INC -3.1%
CVS CAREMARK CORP -3.1%
GENERAL MOTORS CO -2.1%
CIGNA CORPORATION -2.0%
MARATHON PETROLEUM -1.7%
PHILLIPS 66 -1.7%
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