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
OVERLAP
14%
OVERLAP
BY WEIGHT
23
# OF OVERLAPPING
HOLDINGS
SPVU
103
HOLDINGS
23%
ALSO IN IYF
IYF
142
HOLDINGS
17%
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 | 4.1% | 10.9% | 4.1% |
|
CITIGROUP INC | 2.0% | 3.5% | 2.0% |
|
PROGRESSIVE CORP | 0.9% | 1.9% | 0.9% |
|
CHUBB LIMITED | 0.9% | 1.8% | 0.9% |
|
BANK OF NEW YORK MELLON CORP | 0.7% | 1.7% | 0.7% |
SPVU Overweight Relative to IYF
|
INTEL CORP | 4.5% |
|
LAM RESEARCH CORP | 4.4% |
|
APPLE INC | 4.4% |
|
JOHNSON & JOHNSON | 4.3% |
|
VISA INC. CLASS A | 4.2% |
|
CISCO SYSTEMS INC | 3.9% |
|
GE AEROSPACE | 3.9% |
|
WAL-MART STORES INC | 3.5% |
|
MASTERCARD INCORPORATED CLASS A | 3.5% |
|
NETFLIX INC | 3.5% |
SPVU Underweight Relative to IYF
|
JPMORGAN CHASE & CO | -11.1% |
|
BERKSHIRE HATHAWAY INC-CL B | -6.8% |
|
BANK OF AMERICA CORP | -4.3% |
|
GOLDMAN SACHS GROUP INC | -3.9% |
|
WELLS FARGO & CO | -3.9% |
|
MORGAN STANLEY | -3.6% |
|
SCHWAB (CHARLES) CORP | -2.6% |
|
BLACKROCK INC | -2.5% |
|
S&P GLOBAL, INC. | -1.9% |
|
CITIGROUP INC | -1.5% |