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   

5

Number of overlapping holdings

5.0%

% of SPHQ's 100 holdings also in IYG

5.1%

% of IYG's 103 holdings also in SPHQ

Overlap by Weight
Sector Drift (SPHQ minus IYG)
Overlapping Holdings

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Company Weight
in SPHQ
Weight
in IYG
Overlap
MASTERCARD INCORPORATED CLASS A 5.0% 7.9% 5.0%
VISA INC. CLASS A 4.3% 8.9% 4.3%
AMERIPRISE FINANCIAL INC 0.4% 0.9% 0.4%
T ROWE PRICE GROUP INC 0.2% 0.5% 0.2%
MARKETAXESS HOLDINGS INC 0.1% 0.2% 0.1%

Position Highlights (Non-Overlapping Exposures)
SPHQ Overweight Relative to IYG
NVIDIA CORP 8.8%
BROADCOM INC. 6.0%
MICROSOFT CORP 4.9%
ALPHABET INC. CLASS C 4.9%
APPLE INC 3.8%
EXXON MOBIL CORP 3.7%
JOHNSON & JOHNSON 3.0%
PROCTER & GAMBLE CO/THE 2.9%
COSTCO WHOLESALE CORP 2.4%
ADOBE SYSTEMS INC 2.2%
SPHQ Underweight Relative to IYG
BERKSHIRE HATHAWAY INC-CL B -14.9%
JPMORGAN CHASE & CO -11.3%
BANK OF AMERICA CORP -5.1%
VISA INC. CLASS A -4.6%
WELLS FARGO & CO -4.1%
MASTERCARD INCORPORATED CLASS A -2.9%
S&P GLOBAL, INC. -2.7%
GOLDMAN SACHS GROUP INC -2.6%
AMERICAN EXPRESS CO -2.6%
CITIGROUP INC -2.3%
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