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   

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%
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