Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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26
Number of overlapping holdings
27.1%
% of SPVU's 96 holdings also in IYF
19.4%
% of IYF's 137 holdings also in SPVU
Overlap by Weight
Sector Drift (SPVU minus IYF)
Overlapping Holdings
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| Company | Weight in SPVU |
Weight in IYF |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 5.8% | 9.9% | 5.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.2% | 11.8% | 5.2% |
|
BANK OF AMERICA CORP | 5.3% | 4.7% | 4.7% |
|
WELLS FARGO & CO | 5.0% | 4.4% | 4.4% |
|
CITIGROUP INC | 2.7% | 2.2% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
SPVU Overweight Relative to IYF
|
EXXON MOBIL CORP | 4.9% |
|
CHEVRON CORP | 4.5% |
|
AT&T INC | 4.0% |
|
COMCAST CORP-CL A | 3.3% |
|
VERIZON COMMUNICATIONS INC | 2.9% |
|
CVS CAREMARK CORP | 2.4% |
|
GENERAL MOTORS CO | 2.4% |
|
CIGNA CORPORATION | 1.8% |
|
CAPITAL ONE FINANCIAL CORP | 1.6% |
|
MARATHON PETROLEUM | 1.6% |
SPVU Underweight Relative to IYF
|
BERKSHIRE HATHAWAY INC-CL B | -6.6% |
|
JPMORGAN CHASE & CO | -4.1% |
|
GOLDMAN SACHS GROUP INC | -3.2% |
|
S&P GLOBAL, INC. | -2.7% |
|
MORGAN STANLEY | -2.6% |
|
BLACKROCK INC | -2.6% |
|
PROGRESSIVE CORP | -2.5% |
|
BLACKSTONE GROUP LP/THE | -2.2% |
|
SCHWAB (CHARLES) CORP | -2.0% |
|
CHUBB LIMITED | -2.0% |