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
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 | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 5.3% | 9.8% | 5.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.0% | 12.9% | 5.0% |
|
BANK OF AMERICA CORP | 5.1% | 4.6% | 4.6% |
|
WELLS FARGO & CO | 4.7% | 4.0% | 4.0% |
|
CITIGROUP INC | 3.2% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to IYF
|
EXXON MOBIL CORP | 5.2% |
|
CHEVRON CORP | 4.8% |
|
VERIZON COMMUNICATIONS INC | 3.8% |
|
CVS CAREMARK CORP | 3.1% |
|
CIGNA CORPORATION | 2.7% |
|
MARATHON PETROLEUM | 2.7% |
|
GENERAL MOTORS CO | 2.4% |
|
VALERO ENERGY CORP | 2.4% |
|
PHILLIPS 66 | 2.3% |
|
FORD MOTOR CO | 2.1% |
SPVU Underweight Relative to IYF
|
BERKSHIRE HATHAWAY INC-CL B | -7.9% |
|
JPMORGAN CHASE & CO | -4.5% |
|
S&P GLOBAL, INC. | -2.8% |
|
PROGRESSIVE CORP | -2.5% |
|
BLACKROCK INC | -2.4% |
|
MORGAN STANLEY | -2.2% |
|
SCHWAB (CHARLES) CORP | -2.2% |
|
CHUBB LIMITED | -2.1% |
|
MARSH & MCLENNAN COS | -2.1% |
|
BLACKSTONE GROUP LP/THE | -1.9% |