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   

61

Number of overlapping holdings

21.4%

% of IEFN's 286 holdings also in XLF

93.8%

% of XLF's 65 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
BANK OF AMERICA CORP 5.3% 7.8% 5.3%
WELLS FARGO & CO 4.9% 4.6% 4.6%
JPMORGAN CHASE & CO 4.5% 11.4% 4.5%
MORGAN STANLEY 3.1% 3.3% 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 1.5%
BLACKSTONE GROUP LP/THE 0.9%
FIDELITY NATIONAL INFORMATIO 0.9%
CIGNA CORP 0.9%
ANTHEM INC 0.8%
CVS CAREMARK CORP 0.7%
CATERPILLAR INC 0.7%
MASTERCARD INC-CLASS A 0.7%
AUTOMATIC DATA PROCESSING 0.6%
KKR & CO LP 0.6%
IEFN Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B -9.4%
JPMORGAN CHASE & CO -6.8%
BLACKROCK INC -2.9%
BANK OF AMERICA CORP -2.5%
PNC FINANCIAL SERVICES GROUP -2.0%
CHUBB LIMITED -1.8%
S&P GLOBAL, INC. -1.5%
CME GROUP INC -1.0%
FIRST REPUBLIC BANK/CA -0.9%
INTERCONTINENTALEXCHANGE INC -0.8%
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