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   

60

Number of overlapping holdings

21.2%

% of IEFN's 284 holdings also in XLF

90.9%

% of XLF's 66 holdings also in IEFN

Overlap by Weight
Sector Drift (IEFN minus XLF)
Overlapping Holdings

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Company Weight
in IEFN
Weight
in XLF
Overlap
JPMORGAN CHASE & CO 4.2% 9.2% 4.2%
BANK OF AMERICA CORP 4.1% 6.5% 4.1%
BERKSHIRE HATHAWAY INC-CL B 3.4% 14.2% 3.4%
MORGAN STANLEY 3.1% 3.2% 3.1%
GOLDMAN SACHS GROUP INC 3.1% 3.1% 3.1%

Position Highlights (Non-Overlapping Exposures)
IEFN Overweight Relative to XLF
UNITEDHEALTH GROUP INC 2.8%
CATERPILLAR INC 1.1%
BLACKSTONE GROUP LP/THE 1.1%
CVS CAREMARK CORP 1.0%
ANTHEM INC 1.0%
VISA INC-CLASS A SHARES 1.0%
CIGNA CORPORATION 0.9%
FIDELITY NATIONAL INFORMATIO 0.9%
AUTOMATIC DATA PROCESSING 0.8%
APOLLO GLOBAL MANAGEMENT INC. 0.7%
IEFN Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B -10.9%
JPMORGAN CHASE & CO -5.0%
WELLS FARGO & CO -4.5%
BLACKROCK INC -2.7%
S&P GLOBAL, INC. -2.6%
BANK OF AMERICA CORP -2.3%
CHUBB LIMITED -2.1%
PNC FINANCIAL SERVICES GROUP -1.9%
CME GROUP INC -1.1%
FIRST REPUBLIC BANK/CA -0.8%
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