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   

28

Number of overlapping holdings

20.4%

% of IYF's 139 holdings also in FTXO

93.3%

% of FTXO's 31 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 7.4% 4.7% 4.7%
BANK OF AMERICA CORP 5.4% 4.4% 4.4%
WELLS FARGO & CO 4.3% 8.5% 4.3%
CITIGROUP INC 2.3% 3.9% 2.3%
PNC FINANCIAL SERVICES GROUP 1.7% 4.1% 1.7%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to FTXO
BERKSHIRE HATHAWAY INC-CL B 9.8%
GOLDMAN SACHS GROUP INC 3.2%
SCHWAB (CHARLES) CORP 3.1%
S&P GLOBAL, INC. 3.0%
MORGAN STANLEY 2.8%
BLACKROCK INC 2.7%
JPMORGAN CHASE & CO 2.7%
CHUBB LIMITED 2.2%
MARSH & MCLENNAN COS 2.1%
PROGRESSIVE CORP 1.9%
IYF Underweight Relative to FTXO
REGIONS FINANCIAL CORP -7.7%
NEW YORK COMMUNITY BANCORP -7.4%
POPULAR INC -7.1%
M & T BANK CORP -6.4%
OLD NATL BANCORP/IN -4.4%
CULLEN/FROST BANKERS INC -4.2%
WELLS FARGO & CO -4.2%
SYNOVUS FINANCIAL CORP. -4.0%
KEYCORP -3.8%
FIRST CITIZENS BCSHS -CL A -3.7%
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