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
14%
OVERLAP
BY WEIGHT
23
# OF OVERLAPPING
HOLDINGS
IYF
142
HOLDINGS
17%
ALSO IN SPVU
SPVU
103
HOLDINGS
23%
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% | 4.1% | 4.1% |
|
CITIGROUP INC | 3.5% | 2.0% | 2.0% |
|
PROGRESSIVE CORP | 2.0% | 0.9% | 0.9% |
|
CHUBB LIMITED | 1.9% | 0.9% | 0.9% |
|
BANK OF NEW YORK MELLON CORP | 1.6% | 0.7% | 0.7% |
IYF Overweight Relative to SPVU
|
JPMORGAN CHASE & CO | 11.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 8.0% |
|
BANK OF AMERICA CORP | 4.1% |
|
WELLS FARGO & CO | 3.8% |
|
GOLDMAN SACHS GROUP INC | 3.7% |
|
MORGAN STANLEY | 3.4% |
|
BLACKROCK INC | 2.7% |
|
SCHWAB (CHARLES) CORP | 2.5% |
|
S&P GLOBAL, INC. | 1.9% |
|
CITIGROUP INC | 1.5% |
IYF Underweight Relative to SPVU
|
INTEL CORP | -4.5% |
|
LAM RESEARCH CORP | -4.4% |
|
APPLE INC | -4.4% |
|
JOHNSON & JOHNSON | -4.3% |
|
VISA INC. CLASS A | -4.2% |
|
GE AEROSPACE | -3.9% |
|
CISCO SYSTEMS INC | -3.9% |
|
WAL-MART STORES INC | -3.5% |
|
MASTERCARD INCORPORATED CLASS A | -3.5% |
|
NETFLIX INC | -3.5% |