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
26
Number of overlapping holdings
19.4%
% of IYF's 137 holdings also in SPVU
26.5%
% of SPVU's 98 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 | 9.9% | 5.2% | 5.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 12.8% | 5.1% | 5.1% |
|
BANK OF AMERICA CORP | 4.6% | 5.2% | 4.6% |
|
WELLS FARGO & CO | 3.8% | 4.2% | 3.8% |
|
CITIGROUP INC | 2.4% | 2.7% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to SPVU
|
BERKSHIRE HATHAWAY INC-CL B | 7.8% |
|
JPMORGAN CHASE & CO | 4.7% |
|
GOLDMAN SACHS GROUP INC | 3.0% |
|
S&P GLOBAL, INC. | 2.9% |
|
PROGRESSIVE CORP | 2.5% |
|
BLACKROCK INC | 2.4% |
|
MORGAN STANLEY | 2.3% |
|
MARSH & MCLENNAN COS | 2.1% |
|
CHUBB LIMITED | 2.1% |
|
BLACKSTONE GROUP LP/THE | 1.9% |
IYF Underweight Relative to SPVU
|
EXXON MOBIL CORP | -5.0% |
|
CHEVRON CORP | -4.7% |
|
AT&T INC | -3.6% |
|
COMCAST CORP-CL A | -3.3% |
|
VERIZON COMMUNICATIONS INC | -3.1% |
|
CVS CAREMARK CORP | -2.8% |
|
GENERAL MOTORS CO | -2.1% |
|
CIGNA CORPORATION | -2.0% |
|
FORD MOTOR CO | -1.9% |
|
MARATHON PETROLEUM | -1.8% |