Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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130
Number of overlapping holdings
32.3%
% of FNCL's 411 holdings also in IYF
97.0%
% of IYF's 137 holdings also in FNCL
Overlap by Weight
Sector Drift (FNCL minus IYF)
Overlapping Holdings
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| Company | Weight in FNCL |
Weight in IYF |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 8.1% | 13.5% | 8.1% |
|
JPMORGAN CHASE & CO | 7.8% | 9.5% | 7.8% |
|
BANK OF AMERICA CORP | 3.9% | 4.4% | 3.9% |
|
WELLS FARGO & CO | 2.9% | 4.0% | 2.9% |
|
S&P GLOBAL, INC. | 2.3% | 3.2% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
FNCL Overweight Relative to IYF
|
VISA INC-CLASS A SHARES | 7.0% |
|
MASTERCARD INC-CLASS A | 6.0% |
|
AMERICAN EXPRESS CO | 2.0% |
|
FISERV INC | 1.3% |
|
PAYPAL HOLDINGS INC | 1.3% |
|
CAPITAL ONE FINANCIAL CORP | 0.8% |
|
BLOCK INC. | 0.6% |
|
FIDELITY NATIONAL INFORMATIO | 0.6% |
|
GLOBAL PAYMENTS INC | 0.5% |
|
FLEETCOR TECHNOLOGIES INC | 0.3% |
FNCL Underweight Relative to IYF
|
BERKSHIRE HATHAWAY INC-CL B | -5.4% |
|
JPMORGAN CHASE & CO | -1.7% |
|
WELLS FARGO & CO | -1.1% |
|
S&P GLOBAL, INC. | -0.9% |
|
GOLDMAN SACHS GROUP INC | -0.8% |
|
MORGAN STANLEY | -0.7% |
|
BLACKROCK INC | -0.7% |
|
CITIGROUP INC | -0.7% |
|
MARSH & MCLENNAN COS | -0.7% |
|
SCHWAB (CHARLES) CORP | -0.6% |