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

20.7%

% of IYF's 138 holdings also in FTXO

68.3%

% of FTXO's 42 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 9.9% 8.2% 8.2%
BANK OF AMERICA CORP 4.4% 8.6% 4.4%
WELLS FARGO & CO 4.1% 8.6% 4.1%
CITIGROUP INC 2.5% 8.8% 2.5%
US BANCORP 1.3% 7.7% 1.3%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to FTXO
BERKSHIRE HATHAWAY INC-CL B 12.7%
GOLDMAN SACHS GROUP INC 2.9%
S&P GLOBAL, INC. 2.8%
PROGRESSIVE CORP 2.6%
BLACKROCK INC 2.4%
MORGAN STANLEY 2.4%
SCHWAB (CHARLES) CORP 2.3%
CHUBB LIMITED 2.1%
MARSH & MCLENNAN COS 2.1%
BLACKSTONE GROUP LP/THE 1.8%
IYF Underweight Relative to FTXO
US BANCORP -6.4%
CITIGROUP INC -6.3%
WELLS FARGO & CO -4.5%
BANK OF AMERICA CORP -4.2%
CITIZENS FINANCIAL GROUP, INC. -4.1%
FIFTH THIRD BANCORP -3.7%
M & T BANK CORP -3.7%
HUNTINGTON BANCSHARES INC -3.7%
REGIONS FINANCIAL CORP -3.4%
PNC FINANCIAL SERVICES GROUP -2.8%
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