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
OVERLAP
79%
OVERLAP
BY WEIGHT
129
# OF OVERLAPPING
HOLDINGS
IYF
141
HOLDINGS
96%
ALSO IN FNCL
FNCL
407
HOLDINGS
34%
ALSO IN IYF
SECTOR DRIFT (IYF minus FNCL)
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 IYF |
Weight in FNCL |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 11.0% | 10.5% | 10.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 12.1% | 8.4% | 8.4% |
|
BANK OF AMERICA CORP | 4.7% | 4.3% | 4.3% |
|
WELLS FARGO & CO | 4.2% | 3.3% | 3.3% |
|
GOLDMAN SACHS GROUP INC | 3.7% | 2.9% | 2.9% |
IYF Overweight Relative to FNCL
|
BERKSHIRE HATHAWAY INC-CL B | 3.7% |
|
WELLS FARGO & CO | 0.9% |
|
BLACKROCK INC | 0.8% |
 |
NU HOLDINGS LTD. CLASS A | 0.8% |
|
ROBINHOOD MARKETS, INC. CLASS A | 0.8% |
|
GOLDMAN SACHS GROUP INC | 0.7% |
|
MORGAN STANLEY | 0.7% |
|
SCHWAB (CHARLES) CORP | 0.6% |
|
CITIGROUP INC | 0.6% |
|
JPMORGAN CHASE & CO | 0.6% |
IYF Underweight Relative to FNCL
|
VISA INC. CLASS A | -7.5% |
|
MASTERCARD INCORPORATED CLASS A | -6.0% |
|
AMERICAN EXPRESS CO | -2.3% |
|
CAPITAL ONE FINANCIAL CORP | -1.1% |
|
FISERV, INC. | -1.0% |
|
PAYPAL HOLDINGS INC | -0.8% |
|
DISCOVER FINANCIAL SERVICES | -0.6% |
|
BLOCK INC. | -0.5% |
|
FIDELITY NATIONAL INFORMATION SERVIC | -0.5% |
|
SYNCHRONY FINANCIAL | -0.4% |