Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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23

Number of overlapping holdings

59.0%

% of IYE's 40 holdings also in XLE

100.0%

% of XLE's 23 holdings also in IYE

Overlap by Weight
Sector Drift (IYE minus XLE)
Overlapping Holdings

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Company Weight
in IYE
Weight
in XLE
Overlap
EXXON MOBIL CORP 21.8% 21.8% 21.8%
CHEVRON CORP 14.5% 18.3% 14.5%
SCHLUMBERGER LTD 5.0% 5.3% 5.0%
CONOCOPHILLIPS 7.6% 4.7% 4.7%
EOG RESOURCES, INC. 4.5% 4.5% 4.5%

Position Highlights (Non-Overlapping Exposures)
IYE Overweight Relative to XLE
CONOCOPHILLIPS 2.9%
CHENIERE ENERGY INC 2.3%
FIRST SOLAR INC 1.1%
ENPHASE ENERGY INC 0.9%
OVINTIV INC 0.7%
TEXAS PACIFIC LAND CORPORATION 0.6%
TECHNIPFMC PLC 0.5%
HF SINCLAIR CORPORATION 0.5%
NATIONAL OILWELL VARCO INC 0.5%
ANTERO RESOURCES CORP 0.4%
IYE Underweight Relative to XLE
CHEVRON CORP -3.8%
OCCIDENTAL PETROLEUM CORP -0.7%
PIONEER NATURAL RESOURCES CO -0.7%
PHILLIPS 66 -0.7%
VALERO ENERGY CORP -0.7%
MARATHON PETROLEUM -0.6%
HESS CORP -0.5%
WILLIAMS COS INC -0.5%
HALLIBURTON CO -0.5%
BAKER HUGHES COMPANY CLASS A -0.5%
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