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
30%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING
HOLDINGS
SPVU
98
HOLDINGS
28%
ALSO IN IYF
IYF
141
HOLDINGS
20%
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 | 4.7% | 11.7% | 4.7% |
|
BANK OF AMERICA CORP | 5.4% | 4.6% | 4.6% |
|
WELLS FARGO & CO | 4.3% | 4.1% | 4.1% |
|
CITIGROUP INC | 4.3% | 2.9% | 2.9% |
|
CHUBB LIMITED | 1.6% | 1.6% | 1.6% |
SPVU Overweight Relative to IYF
|
UNITEDHEALTH GROUP INC | 5.1% |
|
EXXON MOBIL CORP | 5.0% |
|
CHEVRON CORP | 4.1% |
|
VERIZON COMMUNICATIONS INC | 3.4% |
|
CVS CAREMARK CORP | 2.9% |
|
COMCAST CORP-CL A | 2.7% |
|
GENERAL MOTORS CO | 2.4% |
|
CONOCOPHILLIPS | 2.1% |
|
CIGNA CORPORATION | 1.9% |
|
FORD MOTOR CO | 1.7% |
SPVU Underweight Relative to IYF
|
JPMORGAN CHASE & CO | -11.2% |
|
BERKSHIRE HATHAWAY INC-CL B | -7.0% |
|
GOLDMAN SACHS GROUP INC | -3.7% |
|
MORGAN STANLEY | -2.9% |
|
BLACKROCK INC | -2.7% |
|
SCHWAB (CHARLES) CORP | -2.5% |
|
S&P GLOBAL, INC. | -2.3% |
|
PROGRESSIVE CORP | -2.2% |
|
BLACKSTONE GROUP LP/THE | -2.0% |
|
MARSH & MCLENNAN COS | -1.5% |