Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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% |