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
OVERLAP
29%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING
HOLDINGS
IYF
141
HOLDINGS
20%
ALSO IN SPVU
SPVU
98
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 | 12.1% | 4.7% | 4.7% |
|
BANK OF AMERICA CORP | 4.5% | 5.3% | 4.5% |
|
WELLS FARGO & CO | 3.9% | 4.1% | 3.9% |
|
CITIGROUP INC | 2.9% | 4.0% | 2.9% |
|
CHUBB LIMITED | 1.8% | 1.6% | 1.6% |
IYF Overweight Relative to SPVU
|
JPMORGAN CHASE & CO | 10.9% |
|
BERKSHIRE HATHAWAY INC-CL B | 7.3% |
|
GOLDMAN SACHS GROUP INC | 3.8% |
|
MORGAN STANLEY | 3.0% |
|
BLACKROCK INC | 2.6% |
|
SCHWAB (CHARLES) CORP | 2.6% |
|
S&P GLOBAL, INC. | 2.4% |
|
PROGRESSIVE CORP | 2.1% |
|
BLACKSTONE GROUP LP/THE | 1.7% |
|
CME GROUP INC | 1.6% |
IYF Underweight Relative to SPVU
|
UNITEDHEALTH GROUP INC | -5.4% |
|
EXXON MOBIL CORP | -4.8% |
|
CHEVRON CORP | -4.0% |
|
VERIZON COMMUNICATIONS INC | -3.4% |
|
CVS CAREMARK CORP | -2.9% |
|
COMCAST CORP-CL A | -2.6% |
|
GENERAL MOTORS CO | -2.3% |
|
CIGNA CORPORATION | -2.1% |
|
CONOCOPHILLIPS | -2.0% |
|
FORD MOTOR CO | -1.8% |