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
97
HOLDINGS
28%
ALSO IN IYF
IYF
143
HOLDINGS
19%
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 4.8% 11.3% 4.8%
BANK OF AMERICA CORP 5.1% 4.6% 4.6%
WELLS FARGO & CO 4.1% 3.9% 3.9%
CITIGROUP INC 4.1% 2.8% 2.8%
CHUBB LIMITED 1.6% 1.6% 1.6%
SPVU Overweight Relative to IYF
UNITEDHEALTH GROUP INC 4.8%
EXXON MOBIL CORP 4.7%
CHEVRON CORP 4.2%
VERIZON COMMUNICATIONS INC 3.6%
COMCAST CORP-CL A 3.0%
CVS CAREMARK CORP 2.7%
GENERAL MOTORS CO 2.3%
CIGNA CORPORATION 2.1%
CONOCOPHILLIPS 2.1%
FORD MOTOR CO 1.7%
SPVU Underweight Relative to IYF
JPMORGAN CHASE & CO -10.5%
BERKSHIRE HATHAWAY INC-CL B -6.5%
GOLDMAN SACHS GROUP INC -3.6%
BLACKROCK INC -2.8%
S&P GLOBAL, INC. -2.7%
MORGAN STANLEY -2.7%
SCHWAB (CHARLES) CORP -2.6%
PROGRESSIVE CORP -2.3%
BLACKSTONE GROUP LP/THE -2.0%
MARSH & MCLENNAN COS -1.6%
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