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   

26

Number of overlapping holdings

19.4%

% of IYF's 137 holdings also in FTXO

76.5%

% of FTXO's 35 holdings also in IYF

Overlap by Weight
Sector Drift (IYF minus FTXO)
Overlapping Holdings

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Company Weight
in IYF
Weight
in FTXO
Overlap
JPMORGAN CHASE & CO 9.2% 8.1% 8.1%
BANK OF AMERICA CORP 4.2% 8.0% 4.2%
WELLS FARGO & CO 3.8% 8.3% 3.8%
CITIGROUP INC 2.0% 8.3% 2.0%
US BANCORP 1.3% 7.7% 1.3%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to FTXO
BERKSHIRE HATHAWAY INC-CL B 13.8%
S&P GLOBAL, INC. 3.1%
GOLDMAN SACHS GROUP INC 2.7%
MORGAN STANLEY 2.6%
BLACKROCK INC 2.5%
MARSH & MCLENNAN COS 2.4%
CHUBB LIMITED 2.1%
SCHWAB (CHARLES) CORP 2.1%
PROGRESSIVE CORP 2.0%
BLACKSTONE GROUP LP/THE 2.0%
IYF Underweight Relative to FTXO
US BANCORP -6.4%
CITIGROUP INC -6.2%
WELLS FARGO & CO -4.5%
BANK OF AMERICA CORP -3.8%
FIFTH THIRD BANCORP -3.7%
M & T BANK CORP -3.6%
REGIONS FINANCIAL CORP -3.5%
HUNTINGTON BANCSHARES INC -3.5%
DISCOVER FINANCIAL SERVICES -3.4%
PNC FINANCIAL SERVICES GROUP -2.9%
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