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
77
Number of overlapping holdings
14.4%
% of IUS's 538 holdings also in PY
74.8%
% of PY's 105 holdings also in IUS
Overlap by Weight
Sector Drift (IUS minus PY)
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 IUS |
Weight in PY |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.6% | 4.2% | 4.2% |
|
MICROSOFT CORP | 2.6% | 3.4% | 2.6% |
|
EXXON MOBIL CORP | 2.4% | 1.7% | 1.7% |
|
CHEVRON CORP | 1.6% | 1.4% | 1.4% |
|
COMCAST CORP-CL A | 1.0% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
IUS Overweight Relative to PY
|
BERKSHIRE HATHAWAY INC-CL B | 3.6% |
|
ALPHABET INC. CLASS A | 3.5% |
|
META PLATFORMS INC | 2.2% |
|
AMAZON.COM INC | 1.9% |
|
AT&T INC | 1.8% |
|
WAL-MART STORES INC | 1.5% |
|
UNITEDHEALTH GROUP INC | 1.3% |
|
VERIZON COMMUNICATIONS INC | 1.3% |
|
JOHNSON & JOHNSON | 1.0% |
|
VISA INC. CLASS A | 0.9% |
IUS Underweight Relative to PY
|
NVIDIA CORP | -2.0% |
|
BROADCOM INC. | -2.0% |
|
WELLS FARGO & CO | -1.4% |
|
MORGAN STANLEY | -1.2% |
|
BANK OF NEW YORK MELLON CORP | -1.0% |
|
DISCOVER FINANCIAL SERVICES | -1.0% |
|
EQT CORP | -1.0% |
|
AMERICAN INTERNATIONAL GROUP | -0.9% |
|
RALPH LAUREN CORP | -0.9% |
|
AMERIPRISE FINANCIAL INC | -0.9% |