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   

25

Number of overlapping holdings

18.7%

% of IYF's 137 holdings also in SPVU

26.3%

% 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
BERKSHIRE HATHAWAY INC-CL B 12.5% 6.1% 6.1%
BANK OF AMERICA CORP 4.8% 4.7% 4.7%
WELLS FARGO & CO 4.3% 4.6% 4.3%
CITIGROUP INC 2.4% 2.9% 2.4%
CHUBB LIMITED 2.0% 2.2% 2.0%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to SPVU
JPMORGAN CHASE & CO 9.4%
BERKSHIRE HATHAWAY INC-CL B 6.4%
GOLDMAN SACHS GROUP INC 3.0%
PROGRESSIVE CORP 2.9%
S&P GLOBAL, INC. 2.8%
MORGAN STANLEY 2.4%
SCHWAB (CHARLES) CORP 2.4%
BLACKROCK INC 2.4%
MARSH & MCLENNAN COS 2.0%
CME GROUP INC 1.8%
IYF Underweight Relative to SPVU
EXXON MOBIL CORP -5.0%
CHEVRON CORP -4.2%
CVS CAREMARK CORP -3.7%
AT&T INC -3.6%
VERIZON COMMUNICATIONS INC -3.3%
COMCAST CORP-CL A -3.0%
CIGNA CORPORATION -2.5%
ELEVANCE HEALTH INC -2.5%
GENERAL MOTORS CO -2.4%
MCKESSON CORP -1.9%
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