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
24
Number of overlapping holdings
17.9%
% of IYF's 137 holdings also in DVLU
48.0%
% of DVLU's 51 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus DVLU)
Overlapping Holdings
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| Company | Weight in IYF |
Weight in DVLU |
Overlap | |
|---|---|---|---|---|
 |
WELLS FARGO & CO | 4.2% | 2.6% | 2.6% |
|
CHUBB LIMITED | 1.7% | 2.6% | 1.7% |
|
JPMORGAN CHASE & CO | 11.2% | 1.6% | 1.6% |
|
GOLDMAN SACHS GROUP INC | 3.3% | 1.6% | 1.6% |
|
BANK OF NEW YORK MELLON CORP | 1.1% | 2.5% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to DVLU
|
BERKSHIRE HATHAWAY INC-CL B | 12.5% |
|
JPMORGAN CHASE & CO | 9.6% |
|
BANK OF AMERICA CORP | 4.5% |
|
S&P GLOBAL, INC. | 2.7% |
|
MORGAN STANLEY | 2.6% |
|
CITIGROUP INC | 2.6% |
|
BLACKROCK INC | 2.3% |
|
SCHWAB (CHARLES) CORP | 2.2% |
|
BLACKSTONE GROUP LP/THE | 1.9% |
|
MARSH & MCLENNAN COS | 1.8% |
IYF Underweight Relative to DVLU
|
WARNER BROS. DISCOVERY, INC. SERIES | -3.1% |
|
CAPITAL ONE FINANCIAL CORP | -3.1% |
|
AXA EQUITABLE HOLDINGS, INC. | -3.1% |
|
JONES LANG LASALLE INC | -3.0% |
|
BEACON ROOFING SUPPLY INC | -3.0% |
|
DELTA AIR LINES INC | -3.0% |
 |
POPULAR INC | -2.9% |
|
CARDINAL HEALTH INC | -2.9% |
|
UNUM GROUP | -2.9% |
|
SYNCHRONY FINANCIAL | -2.7% |