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%
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