Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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29
Number of overlapping holdings
29.9%
% of SPVU's 97 holdings also in IYF
21.6%
% of IYF's 137 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 | 5.7% | 9.5% | 5.7% |
|
BANK OF AMERICA CORP | 4.7% | 4.4% | 4.4% |
|
WELLS FARGO & CO | 4.1% | 4.0% | 4.0% |
|
GOLDMAN SACHS GROUP INC | 2.7% | 2.8% | 2.7% |
|
CITIGROUP INC | 3.4% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to IYF
|
EXXON MOBIL CORP | 5.4% |
|
AT&T INC | 3.7% |
|
VERIZON COMMUNICATIONS INC | 3.7% |
|
INTEL CORP | 3.5% |
|
MARATHON PETROLEUM | 2.5% |
|
GENERAL MOTORS CO | 2.5% |
|
CVS CAREMARK CORP | 2.4% |
|
FORD MOTOR CO | 2.4% |
|
MICRON TECHNOLOGY INC | 2.2% |
|
PHILLIPS 66 | 2.2% |
SPVU Underweight Relative to IYF
|
BERKSHIRE HATHAWAY INC-CL B | -13.5% |
|
JPMORGAN CHASE & CO | -3.8% |
|
S&P GLOBAL, INC. | -3.2% |
|
BLACKROCK INC | -2.7% |
|
MARSH & MCLENNAN COS | -2.3% |
|
SCHWAB (CHARLES) CORP | -2.2% |
|
CHUBB LIMITED | -2.1% |
|
PROGRESSIVE CORP | -2.0% |
|
CME GROUP INC | -1.8% |
 |
AON PLC CLASS A | -1.7% |