Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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60
Number of overlapping holdings
44.4%
% of IYF's 138 holdings also in RSPF
85.7%
% of RSPF's 70 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus RSPF)
Overlapping Holdings
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Company | Weight in IYF |
Weight in RSPF |
Overlap | |
---|---|---|---|---|
GOLDMAN SACHS GROUP INC | 2.9% | 1.6% | 1.6% | |
SCHWAB (CHARLES) CORP | 2.3% | 1.6% | 1.6% | |
MORGAN STANLEY | 2.4% | 1.6% | 1.6% | |
CITIGROUP INC | 2.5% | 1.5% | 1.5% | |
PROGRESSIVE CORP | 2.6% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to RSPF
BERKSHIRE HATHAWAY INC-CL B | 11.3% | |
JPMORGAN CHASE & CO | 8.4% | |
BANK OF AMERICA CORP | 2.9% | |
WELLS FARGO & CO | 2.6% | |
S&P GLOBAL, INC. | 1.4% | |
KKR & CO LP | 1.4% | |
GOLDMAN SACHS GROUP INC | 1.3% | |
APOLLO GLOBAL MANAGEMENT INC. | 1.2% | |
BLACKROCK INC | 1.1% | |
PROGRESSIVE CORP | 1.1% |
IYF Underweight Relative to RSPF
SYNCHRONY FINANCIAL | -1.5% | |
AMERICAN EXPRESS CO | -1.5% | |
FIDELITY NATIONAL INFORMATION SERVIC | -1.5% | |
PAYPAL HOLDINGS INC | -1.5% | |
CAPITAL ONE FINANCIAL CORP | -1.4% | |
FISERV, INC. | -1.4% | |
VISA INC. CLASS A | -1.4% | |
MASTERCARD INCORPORATED CLASS A | -1.3% | |
JACK HENRY & ASSOCIATES, INC. | -1.3% | |
COMERICA INC | -1.3% |