Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

OVERLAP
30%
OVERLAP
BY WEIGHT
BY WEIGHT
27
# OF OVERLAPPING HOLDINGS
SPVU
99
HOLDINGS
28%
ALSO IN IYF
IYF
136
HOLDINGS
20%
ALSO IN SPVU
SECTOR DRIFT (SPVU minus IYF)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in SPVU |
Weight in IYF |
Overlap | |
---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 4.9% | 11.6% | 4.9% | |
BANK OF AMERICA CORP | 5.2% | 4.5% | 4.5% | |
WELLS FARGO & CO | 4.3% | 4.1% | 4.1% | |
CITIGROUP INC | 3.7% | 2.6% | 2.6% | |
CHUBB LIMITED | 1.7% | 1.9% | 1.7% |
SPVU Overweight Relative to IYF
EXXON MOBIL CORP | 4.9% | |
UNITEDHEALTH GROUP INC | 4.9% | |
CHEVRON CORP | 3.9% | |
VERIZON COMMUNICATIONS INC | 3.5% | |
COMCAST CORP-CL A | 3.2% | |
CVS CAREMARK CORP | 2.8% | |
CIGNA CORPORATION | 2.4% | |
GENERAL MOTORS CO | 2.0% | |
ELEVANCE HEALTH INC | 2.0% | |
CONOCOPHILLIPS | 2.0% |
SPVU Underweight Relative to IYF
JPMORGAN CHASE & CO | -10.7% | |
BERKSHIRE HATHAWAY INC-CL B | -6.7% | |
GOLDMAN SACHS GROUP INC | -3.5% | |
S&P GLOBAL, INC. | -2.7% | |
MORGAN STANLEY | -2.7% | |
BLACKROCK INC | -2.6% | |
PROGRESSIVE CORP | -2.6% | |
SCHWAB (CHARLES) CORP | -2.5% | |
BLACKSTONE GROUP LP/THE | -1.8% | |
MARSH & MCLENNAN COS | -1.8% |