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
17.2%
% of IYF's 137 holdings also in DVLU
46.0%
% 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 | 4.0% | 2.7% | 2.7% |
|
CITIGROUP INC | 2.3% | 3.1% | 2.3% |
|
GOLDMAN SACHS GROUP INC | 2.9% | 2.2% | 2.2% |
|
CHUBB LIMITED | 2.2% | 2.0% | 2.0% |
|
JPMORGAN CHASE & CO | 9.3% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to DVLU
|
BERKSHIRE HATHAWAY INC-CL B | 12.9% |
|
JPMORGAN CHASE & CO | 7.9% |
|
BANK OF AMERICA CORP | 4.7% |
|
PROGRESSIVE CORP | 2.9% |
|
S&P GLOBAL, INC. | 2.7% |
|
BLACKROCK INC | 2.4% |
|
SCHWAB (CHARLES) CORP | 2.4% |
|
MORGAN STANLEY | 2.4% |
|
MARSH & MCLENNAN COS | 2.1% |
|
CME GROUP INC | 1.8% |
IYF Underweight Relative to DVLU
|
MOLSON COORS BREWING CO -B | -3.0% |
|
P G & E CORP | -2.9% |
|
UNUM GROUP | -2.9% |
 |
POPULAR INC | -2.9% |
|
ZIONS BANCORPORATION | -2.9% |
|
AXA EQUITABLE HOLDINGS, INC. | -2.8% |
|
CAPITAL ONE FINANCIAL CORP | -2.8% |
|
INGREDION INC | -2.8% |
|
AT&T INC | -2.8% |
|
JONES LANG LASALLE INC | -2.8% |