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
23
Number of overlapping holdings
23.5%
% of SPVU's 99 holdings also in IYG
23.2%
% of IYG's 103 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus IYG)
Overlapping Holdings
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Company | Weight in SPVU |
Weight in IYG |
Overlap | |
---|---|---|---|---|
BANK OF AMERICA CORP | 5.3% | 5.2% | 5.2% | |
JPMORGAN CHASE & CO | 5.2% | 11.0% | 5.2% | |
BERKSHIRE HATHAWAY INC-CL B | 5.0% | 15.1% | 5.0% | |
WELLS FARGO & CO | 5.1% | 4.4% | 4.4% | |
GOLDMAN SACHS GROUP INC | 2.4% | 2.7% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to IYG
EXXON MOBIL CORP | 5.3% | |
CHEVRON CORP | 4.9% | |
VERIZON COMMUNICATIONS INC | 3.8% | |
CVS CAREMARK CORP | 3.0% | |
CIGNA CORPORATION | 2.8% | |
MARATHON PETROLEUM | 2.5% | |
GENERAL MOTORS CO | 2.4% | |
PHILLIPS 66 | 2.2% | |
VALERO ENERGY CORP | 2.2% | |
FORD MOTOR CO | 2.0% |
SPVU Underweight Relative to IYG
BERKSHIRE HATHAWAY INC-CL B | -10.1% | |
VISA INC. CLASS A | -8.7% | |
MASTERCARD INCORPORATED CLASS A | -7.7% | |
JPMORGAN CHASE & CO | -5.8% | |
S&P GLOBAL, INC. | -2.7% | |
AMERICAN EXPRESS CO | -2.7% | |
MORGAN STANLEY | -2.3% | |
SCHWAB (CHARLES) CORP | -2.2% | |
BLACKROCK INC | -2.1% | |
BLACKSTONE GROUP LP/THE | -1.7% |