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

25
Number of overlapping holdings
26.3%
% of SPVU's 96 holdings also in IYF
18.7%
% 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 | |
---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 6.1% | 12.5% | 6.1% | |
BANK OF AMERICA CORP | 4.7% | 4.8% | 4.7% | |
WELLS FARGO & CO | 4.6% | 4.3% | 4.3% | |
CITIGROUP INC | 2.9% | 2.4% | 2.4% | |
CHUBB LIMITED | 2.2% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to IYF
EXXON MOBIL CORP | 5.0% | |
CHEVRON CORP | 4.2% | |
CVS CAREMARK CORP | 3.7% | |
AT&T INC | 3.6% | |
VERIZON COMMUNICATIONS INC | 3.3% | |
COMCAST CORP-CL A | 3.0% | |
CIGNA CORPORATION | 2.5% | |
ELEVANCE HEALTH INC | 2.5% | |
GENERAL MOTORS CO | 2.4% | |
MCKESSON CORP | 1.9% |
SPVU Underweight Relative to IYF
JPMORGAN CHASE & CO | -9.4% | |
BERKSHIRE HATHAWAY INC-CL B | -6.4% | |
GOLDMAN SACHS GROUP INC | -3.0% | |
PROGRESSIVE CORP | -2.9% | |
S&P GLOBAL, INC. | -2.8% | |
MORGAN STANLEY | -2.4% | |
SCHWAB (CHARLES) CORP | -2.4% | |
BLACKROCK INC | -2.4% | |
MARSH & MCLENNAN COS | -2.0% | |
CME GROUP INC | -1.8% |