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
498
Number of overlapping holdings
92.7%
% of IUS's 539 holdings also in VLU
35.9%
% of VLU's 1398 holdings also in IUS
Overlap by Weight
Sector Drift (IUS minus VLU)
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 VLU |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 3.4% | 2.8% | 2.8% |
|
APPLE INC | 4.7% | 2.4% | 2.4% |
|
EXXON MOBIL CORP | 2.4% | 2.0% | 2.0% |
|
AMAZON.COM INC | 2.0% | 2.0% | 2.0% |
|
META PLATFORMS INC | 2.3% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
IUS Overweight Relative to VLU
|
ALPHABET INC. CLASS A | 2.6% |
|
APPLE INC | 2.3% |
|
MICROSOFT CORP | 1.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 0.5% |
|
CVS CAREMARK CORP | 0.5% |
|
META PLATFORMS INC | 0.5% |
|
NVIDIA CORP | 0.5% |
|
COSTCO WHOLESALE CORP | 0.4% |
|
COMCAST CORP-CL A | 0.4% |
|
GENERAL MOTORS CO | 0.4% |
IUS Underweight Relative to VLU
|
JPMORGAN CHASE & CO | -1.6% |
|
BANK OF AMERICA CORP | -1.4% |
|
WELLS FARGO & CO | -1.2% |
|
CITIGROUP INC | -1.2% |
|
ALPHABET INC. CLASS C | -1.1% |
|
WAL-MART STORES INC | -0.6% |
|
CAPITAL ONE FINANCIAL CORP | -0.6% |
|
MORGAN STANLEY | -0.6% |
|
GOLDMAN SACHS GROUP INC | -0.6% |
|
TRUIST FINANCIAL CORPORATION | -0.5% |