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   

8

Number of overlapping holdings

6.0%

% of IYF's 137 holdings also in GSIB

29.6%

% of GSIB's 27 holdings also in IYF

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

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Company Weight
in IYF
Weight
in GSIB
Overlap
JPMORGAN CHASE & CO 9.3% 3.7% 3.7%
WELLS FARGO & CO 4.0% 3.4% 3.4%
BANK OF AMERICA CORP 4.7% 3.4% 3.4%
GOLDMAN SACHS GROUP INC 2.9% 3.5% 2.9%
MORGAN STANLEY 2.4% 3.5% 2.4%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to GSIB
BERKSHIRE HATHAWAY INC-CL B 12.9%
JPMORGAN CHASE & CO 5.6%
PROGRESSIVE CORP 2.9%
S&P GLOBAL, INC. 2.7%
BLACKROCK INC 2.4%
SCHWAB (CHARLES) CORP 2.4%
CHUBB LIMITED 2.2%
MARSH & MCLENNAN COS 2.1%
CME GROUP INC 1.8%
BLACKSTONE GROUP LP/THE 1.8%
IYF Underweight Relative to GSIB
ROYAL BANK OF CANADA -3.9%
CREDIT AGRICOLE SA -3.9%
TORONTO-DOMINION BANK -3.9%
BANCO SANTANDER SA-SPON ADR -3.8%
SOCIETE GENERALE -3.8%
CHINA CONSTRUCTION BANK-H -3.8%
DEUTSCHE BANK AG-REGISTERED -3.7%
BANK OF CHINA LTD - H -3.7%
INDUSTRIAL AND COMMERCIAL BANK OF CH -3.6%
BANK OF COMMUNICATIONS CO-H -3.6%
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