Fund Overlap

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


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OVERLAP
30%
OVERLAP
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

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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%
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