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
24
Number of overlapping holdings
17.9%
% of IYF's 137 holdings also in IAI
77.4%
% of IAI's 33 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus IAI)
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 IAI |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 3.0% | 14.8% | 3.0% |
|
S&P GLOBAL, INC. | 3.0% | 14.8% | 3.0% |
|
MORGAN STANLEY | 2.2% | 11.7% | 2.2% |
|
SCHWAB (CHARLES) CORP | 1.8% | 4.2% | 1.8% |
|
INTERCONTINENTALEXCHANGE INC | 1.7% | 4.9% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to IAI
|
BERKSHIRE HATHAWAY INC-CL B | 13.3% |
|
JPMORGAN CHASE & CO | 10.0% |
|
BANK OF AMERICA CORP | 4.1% |
|
WELLS FARGO & CO | 3.5% |
|
PROGRESSIVE CORP | 2.7% |
|
BLACKROCK INC | 2.5% |
|
CITIGROUP INC | 2.2% |
|
CHUBB LIMITED | 2.1% |
|
MARSH & MCLENNAN COS | 2.1% |
|
BLACKSTONE GROUP LP/THE | 1.9% |
IYF Underweight Relative to IAI
|
GOLDMAN SACHS GROUP INC | -11.8% |
|
S&P GLOBAL, INC. | -11.8% |
|
MORGAN STANLEY | -9.4% |
|
MSCI INC-A | -4.1% |
|
NASDAQ OMX GROUP/THE | -3.8% |
|
MOODY'S CORP | -3.5% |
|
INTERCONTINENTALEXCHANGE INC | -3.2% |
|
CME GROUP INC | -3.1% |
|
RAYMOND JAMES FINANCIAL INC | -2.8% |
|
CBOE HOLDINGS INC | -2.7% |