Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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29
Number of overlapping holdings
21.5%
% of IYF's 138 holdings also in SPVU
29.6%
% 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 | 9.5% | 5.2% | 5.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 12.9% | 5.0% | 5.0% |
|
BANK OF AMERICA CORP | 4.7% | 5.3% | 4.7% |
|
WELLS FARGO & CO | 4.3% | 5.1% | 4.3% |
|
CITIGROUP INC | 2.4% | 3.2% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to SPVU
|
BERKSHIRE HATHAWAY INC-CL B | 7.9% |
|
JPMORGAN CHASE & CO | 4.4% |
|
S&P GLOBAL, INC. | 2.8% |
|
PROGRESSIVE CORP | 2.7% |
|
BLACKROCK INC | 2.3% |
|
SCHWAB (CHARLES) CORP | 2.3% |
|
MORGAN STANLEY | 2.2% |
|
CHUBB LIMITED | 2.2% |
|
MARSH & MCLENNAN COS | 2.1% |
|
BLACKSTONE GROUP LP/THE | 1.8% |
IYF Underweight Relative to SPVU
|
EXXON MOBIL CORP | -5.3% |
|
CHEVRON CORP | -4.9% |
|
VERIZON COMMUNICATIONS INC | -3.8% |
|
CVS CAREMARK CORP | -3.0% |
|
CIGNA CORPORATION | -2.8% |
|
MARATHON PETROLEUM | -2.5% |
|
GENERAL MOTORS CO | -2.4% |
|
PHILLIPS 66 | -2.2% |
|
VALERO ENERGY CORP | -2.2% |
|
FORD MOTOR CO | -2.0% |