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
99
Number of overlapping holdings
24.6%
% of FNCL's 414 holdings also in IYG
100.0%
% of IYG's 103 holdings also in FNCL
Overlap by Weight
Sector Drift (FNCL minus IYG)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in FNCL |
Weight in IYG |
Overlap | |
---|---|---|---|---|
JPMORGAN CHASE & CO | 8.2% | 11.0% | 8.2% | |
BERKSHIRE HATHAWAY INC-CL B | 8.2% | 15.1% | 8.2% | |
VISA INC. CLASS A | 7.0% | 8.7% | 7.0% | |
MASTERCARD INCORPORATED CLASS A | 6.1% | 7.7% | 6.1% | |
BANK OF AMERICA CORP | 3.8% | 5.2% | 3.8% |
Position Highlights (Non-Overlapping Exposures)
FNCL Overweight Relative to IYG
PROGRESSIVE CORP | 1.7% | |
CHUBB LIMITED | 1.6% | |
MARSH & MCLENNAN COS | 1.5% | |
FISERV, INC. | 1.4% | |
AON PLC CLASS A | 1.0% | |
PAYPAL HOLDINGS, INC. | 1.0% | |
ARTHUR J GALLAGHER & CO | 0.8% | |
AMERICAN INTERNATIONAL GROUP | 0.8% | |
TRAVELERS COS INC/THE | 0.8% | |
AFLAC INC | 0.7% |
FNCL Underweight Relative to IYG
BERKSHIRE HATHAWAY INC-CL B | -6.9% | |
JPMORGAN CHASE & CO | -2.8% | |
VISA INC. CLASS A | -1.8% | |
MASTERCARD INCORPORATED CLASS A | -1.6% | |
BANK OF AMERICA CORP | -1.5% | |
WELLS FARGO & CO | -1.4% | |
GOLDMAN SACHS GROUP INC | -0.7% | |
SCHWAB (CHARLES) CORP | -0.7% | |
MORGAN STANLEY | -0.7% | |
CITIGROUP INC | -0.7% |