Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
17.8%
% of IYF's 138 holdings also in IAI
77.4%
% of IAI's 33 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus IAI)
Overlapping Holdings
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| Company | Weight in IYF |
Weight in IAI |
Overlap | |
|---|---|---|---|---|
 |
S&P GLOBAL, INC. | 2.8% | 13.6% | 2.8% |
|
GOLDMAN SACHS GROUP INC | 2.7% | 13.6% | 2.7% |
|
SCHWAB (CHARLES) CORP | 2.3% | 7.5% | 2.3% |
|
MORGAN STANLEY | 2.2% | 11.7% | 2.2% |
|
CME GROUP INC | 1.6% | 4.4% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to IAI
|
BERKSHIRE HATHAWAY INC-CL B | 12.9% |
|
JPMORGAN CHASE & CO | 9.5% |
|
BANK OF AMERICA CORP | 4.7% |
|
WELLS FARGO & CO | 4.3% |
|
PROGRESSIVE CORP | 2.7% |
|
CITIGROUP INC | 2.4% |
|
BLACKROCK INC | 2.3% |
|
CHUBB LIMITED | 2.2% |
|
MARSH & MCLENNAN COS | 2.1% |
|
BLACKSTONE GROUP LP/THE | 1.8% |
IYF Underweight Relative to IAI
|
S&P GLOBAL, INC. | -10.9% |
|
GOLDMAN SACHS GROUP INC | -10.9% |
|
MORGAN STANLEY | -9.5% |
|
SCHWAB (CHARLES) CORP | -5.2% |
|
MSCI INC-A | -3.4% |
|
RAYMOND JAMES FINANCIAL INC | -3.3% |
|
NASDAQ OMX GROUP/THE | -3.3% |
|
COINBASE GLOBAL, INC. CLASS A | -3.3% |
|
MOODY'S CORP | -3.1% |
|
LPL FINANCIAL HOLDINGS INC | -2.8% |