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   

111

Number of overlapping holdings

80.4%

% of IYF's 140 holdings also in JHMF

77.1%

% of JHMF's 146 holdings also in IYF

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

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Company Weight
in IYF
Weight
in JHMF
Overlap
BERKSHIRE HATHAWAY INC-CL B 10.4% 4.1% 4.1%
JPMORGAN CHASE & CO 7.1% 3.2% 3.2%
BANK OF AMERICA CORP 5.3% 3.0% 3.0%
WELLS FARGO & CO 4.5% 2.6% 2.6%
GOLDMAN SACHS GROUP INC 2.8% 1.8% 1.8%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to JHMF
BERKSHIRE HATHAWAY INC-CL B 6.3%
JPMORGAN CHASE & CO 3.8%
BANK OF AMERICA CORP 2.3%
WELLS FARGO & CO 1.9%
S&P GLOBAL, INC. 1.8%
SCHWAB (CHARLES) CORP 1.7%
BLACKROCK INC 1.4%
MARSH & MCLENNAN COS 1.2%
CHUBB LIMITED 1.2%
MORGAN STANLEY 1.2%
IYF Underweight Relative to JHMF
VISA INC-CLASS A SHARES -3.6%
MASTERCARD INC-CLASS A -3.1%
AMERICAN EXPRESS CO -1.2%
CAPITAL ONE FINANCIAL CORP -1.1%
PAYPAL HOLDINGS INC -1.0%
EQUIFAX INC -0.8%
FISERV INC -0.8%
SYNCHRONY FINANCIAL -0.8%
TRAVELERS COS INC/THE -0.8%
AMERICAN INTERNATIONAL GROUP -0.8%
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