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   

30

Number of overlapping holdings

22.2%

% of IYF's 138 holdings also in SPVU

30.3%

% 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
BERKSHIRE HATHAWAY INC-CL B 13.8% 5.3% 5.3%
JPMORGAN CHASE & CO 9.8% 5.3% 5.3%
BANK OF AMERICA CORP 4.5% 5.0% 4.5%
WELLS FARGO & CO 4.1% 4.7% 4.1%
GOLDMAN SACHS GROUP INC 2.6% 2.4% 2.4%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to SPVU
BERKSHIRE HATHAWAY INC-CL B 8.5%
JPMORGAN CHASE & CO 4.5%
S&P GLOBAL, INC. 2.9%
BLACKROCK INC 2.5%
PROGRESSIVE CORP 2.3%
CHUBB LIMITED 2.2%
MORGAN STANLEY 2.2%
MARSH & MCLENNAN COS 2.1%
SCHWAB (CHARLES) CORP 2.0%
BLACKSTONE GROUP LP/THE 1.9%
IYF Underweight Relative to SPVU
CHEVRON CORP -4.9%
EXXON MOBIL CORP -4.7%
VERIZON COMMUNICATIONS INC -4.0%
CVS CAREMARK CORP -3.4%
CIGNA CORPORATION -2.8%
GENERAL MOTORS CO -2.3%
MARATHON PETROLEUM -2.2%
PHILLIPS 66 -2.2%
FORD MOTOR CO -2.0%
VALERO ENERGY CORP -2.0%
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