Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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131
Number of overlapping holdings
32.6%
% of FNCL's 414 holdings also in IYF
97.0%
% of IYF's 138 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 | |
---|---|---|---|---|
JPMORGAN CHASE & CO | 8.2% | 9.5% | 8.2% | |
BERKSHIRE HATHAWAY INC-CL B | 8.2% | 12.9% | 8.2% | |
BANK OF AMERICA CORP | 3.8% | 4.7% | 3.8% | |
WELLS FARGO & CO | 3.1% | 4.3% | 3.1% | |
S&P GLOBAL, INC. | 2.1% | 2.8% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
FNCL Overweight Relative to IYF
VISA INC. CLASS A | 7.0% | |
MASTERCARD INCORPORATED CLASS A | 6.1% | |
AMERICAN EXPRESS CO | 2.1% | |
FISERV, INC. | 1.4% | |
PAYPAL HOLDINGS, INC. | 1.0% | |
CAPITAL ONE FINANCIAL CORP | 0.8% | |
BLOCK INC. | 0.7% | |
FIDELITY NATIONAL INFORMATION SERVIC | 0.6% | |
GLOBAL PAYMENTS INC. | 0.5% | |
CORPAY INC | 0.3% |
FNCL Underweight Relative to IYF
BERKSHIRE HATHAWAY INC-CL B | -4.8% | |
JPMORGAN CHASE & CO | -1.3% | |
WELLS FARGO & CO | -1.2% | |
PROGRESSIVE CORP | -1.0% | |
BANK OF AMERICA CORP | -1.0% | |
SCHWAB (CHARLES) CORP | -0.8% | |
CITIGROUP INC | -0.8% | |
GOLDMAN SACHS GROUP INC | -0.7% | |
S&P GLOBAL, INC. | -0.6% | |
MORGAN STANLEY | -0.6% |