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

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 GSIB
Overlap
JPMORGAN CHASE & CO 10.1% 4.0% 4.0%
WELLS FARGO & CO 3.7% 3.5% 3.5%
BANK OF AMERICA CORP 4.2% 3.4% 3.4%
GOLDMAN SACHS GROUP INC 2.8% 3.6% 2.8%
MORGAN STANLEY 2.3% 3.7% 2.3%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to GSIB
BERKSHIRE HATHAWAY INC-CL B 14.2%
JPMORGAN CHASE & CO 6.2%
PROGRESSIVE CORP 3.0%
S&P GLOBAL, INC. 2.7%
BLACKROCK INC 2.4%
SCHWAB (CHARLES) CORP 2.4%
MARSH & MCLENNAN COS 2.1%
CHUBB LIMITED 2.1%
CME GROUP INC 1.7%
BLACKSTONE GROUP LP/THE 1.7%
IYF Underweight Relative to GSIB
BANCO SANTANDER SA-SPON ADR -4.1%
ROYAL BANK OF CANADA -4.1%
TORONTO-DOMINION BANK -4.0%
CREDIT AGRICOLE SA -3.9%
BANK OF CHINA LTD - H -3.9%
CHINA CONSTRUCTION BANK-H -3.8%
BANK OF COMMUNICATIONS CO-H -3.8%
DEUTSCHE BANK AG-REGISTERED -3.8%
SOCIETE GENERALE -3.7%
ING GROEP N.V.-SPONSORED ADR -3.7%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY