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
506
Number of overlapping holdings
35.3%
% of VLU's 1439 holdings also in IUS
92.8%
% of IUS's 545 holdings also in VLU
Overlap by Weight
Sector Drift (VLU minus IUS)
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 VLU |
Weight in IUS |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 2.4% | 5.0% | 2.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.4% | 2.9% | 2.4% |
|
EXXON MOBIL CORP | 2.1% | 2.5% | 2.1% |
|
AMAZON.COM INC | 1.9% | 2.0% | 1.9% |
|
MICROSOFT CORP | 1.6% | 3.0% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
VLU Overweight Relative to IUS
|
BANK OF AMERICA CORP | 1.5% |
|
JPMORGAN CHASE & CO | 1.4% |
|
ALPHABET INC. CLASS C | 1.3% |
|
CITIGROUP INC | 1.1% |
|
WELLS FARGO & CO | 1.1% |
|
GOLDMAN SACHS GROUP INC | 0.5% |
|
TRUIST FINANCIAL CORPORATION | 0.5% |
|
CAPITAL ONE FINANCIAL CORP | 0.5% |
|
MORGAN STANLEY | 0.5% |
|
WAL-MART STORES INC | 0.5% |
VLU Underweight Relative to IUS
|
ALPHABET INC. CLASS A | -3.1% |
|
APPLE INC | -2.6% |
|
MICROSOFT CORP | -1.4% |
|
BERKSHIRE HATHAWAY INC-CL B | -0.5% |
|
NVIDIA CORP | -0.5% |
|
COMCAST CORP-CL A | -0.5% |
|
CVS CAREMARK CORP | -0.4% |
|
COSTCO WHOLESALE CORP | -0.4% |
|
META PLATFORMS INC | -0.4% |
|
UNITEDHEALTH GROUP INC | -0.4% |