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
OVERLAP
42%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
LVDS
131
HOLDINGS
16%
ALSO IN IYF
IYF
141
HOLDINGS
15%
ALSO IN LVDS
SECTOR DRIFT (LVDS minus IYF)
OVERLAPPING HOLDINGS
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| Company | Weight in LVDS |
Weight in IYF |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 11.6% | 11.5% | 11.5% |
|
BANK OF AMERICA CORP | 12.9% | 4.5% | 4.5% |
|
WELLS FARGO & CO | 14.1% | 4.2% | 4.2% |
|
CITIGROUP INC | 4.7% | 3.2% | 3.2% |
|
MORGAN STANLEY | 8.5% | 3.2% | 3.2% |
LVDS Overweight Relative to IYF
|
ALPHABET INC. CLASS C | 17.6% |
|
AMAZON.COM INC | 13.6% |
|
EXXON MOBIL CORP | 12.2% |
|
WELLS FARGO & CO | 10.0% |
|
PHILIP MORRIS INTERNATIONAL | 9.4% |
|
RTX CORP | 9.2% |
|
BANK OF AMERICA CORP | 8.4% |
|
META PLATFORMS INC | 7.8% |
|
JOHNSON & JOHNSON | 7.7% |
|
NEXTERA ENERGY GROUP | 7.5% |
LVDS Underweight Relative to IYF
|
JPMORGAN CHASE & CO | -11.2% |
|
S&P GLOBAL, INC. | -2.5% |
|
PROGRESSIVE CORP | -1.9% |
|
BLACKSTONE GROUP LP/THE | -1.8% |
|
CHUBB LIMITED | -1.7% |
|
INTERCONTINENTALEXCHANGE INC | -1.4% |
|
MARSH & MCLENNAN COS | -1.4% |
|
KKR & CO LP | -1.4% |
|
GOLDMAN SACHS GROUP INC | -1.4% |
|
US BANCORP | -1.3% |