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   

29

Number of overlapping holdings

29.6%

% of SPVU's 99 holdings also in IYF

21.5%

% of IYF's 138 holdings also in SPVU

Overlap by Weight
Sector Drift (SPVU minus IYF)
Overlapping Holdings

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Company Weight
in SPVU
Weight
in IYF
Overlap
JPMORGAN CHASE & CO 5.5% 9.8% 5.5%
BERKSHIRE HATHAWAY INC-CL B 5.1% 12.7% 5.1%
BANK OF AMERICA CORP 5.7% 4.6% 4.6%
WELLS FARGO & CO 4.9% 3.9% 3.9%
GOLDMAN SACHS GROUP INC 2.7% 2.9% 2.7%

Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to IYF
EXXON MOBIL CORP 4.9%
CHEVRON CORP 4.8%
VERIZON COMMUNICATIONS INC 3.8%
GENERAL MOTORS CO 2.7%
CIGNA CORPORATION 2.7%
CVS CAREMARK CORP 2.6%
MARATHON PETROLEUM 2.2%
VALERO ENERGY CORP 2.0%
PHILLIPS 66 2.0%
FORD MOTOR CO 1.9%
SPVU Underweight Relative to IYF
BERKSHIRE HATHAWAY INC-CL B -7.6%
JPMORGAN CHASE & CO -4.3%
S&P GLOBAL, INC. -2.9%
PROGRESSIVE CORP -2.5%
BLACKROCK INC -2.4%
MORGAN STANLEY -2.3%
SCHWAB (CHARLES) CORP -2.2%
CHUBB LIMITED -2.2%
MARSH & MCLENNAN COS -2.2%
BLACKSTONE GROUP LP/THE -1.8%
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