Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
12.6%
% of IYF's 138 holdings also in KBWP
70.8%
% of KBWP's 26 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus KBWP)
Overlapping Holdings
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| Company | Weight in IYF |
Weight in KBWP |
Overlap | |
|---|---|---|---|---|
 |
PROGRESSIVE CORP | 2.7% | 8.2% | 2.7% |
|
CHUBB LIMITED | 2.2% | 7.8% | 2.2% |
|
AMERICAN INTERNATIONAL GROUP | 1.1% | 7.9% | 1.1% |
|
TRAVELERS COS INC/THE | 1.0% | 8.7% | 1.0% |
|
ALLSTATE CORP | 1.0% | 8.1% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to KBWP
|
BERKSHIRE HATHAWAY INC-CL B | 12.9% |
|
JPMORGAN CHASE & CO | 9.5% |
|
BANK OF AMERICA CORP | 4.7% |
|
WELLS FARGO & CO | 4.3% |
|
S&P GLOBAL, INC. | 2.8% |
|
GOLDMAN SACHS GROUP INC | 2.7% |
|
CITIGROUP INC | 2.4% |
|
BLACKROCK INC | 2.3% |
|
SCHWAB (CHARLES) CORP | 2.3% |
|
MORGAN STANLEY | 2.2% |
IYF Underweight Relative to KBWP
|
TRAVELERS COS INC/THE | -7.7% |
|
ALLSTATE CORP | -7.1% |
|
AMERICAN INTERNATIONAL GROUP | -6.8% |
|
CHUBB LIMITED | -5.7% |
|
PROGRESSIVE CORP | -5.6% |
|
KEMPER CORP | -4.1% |
|
AMERICAN FINANCIAL GROUP INC | -3.8% |
 |
AXIS CAPITAL HOLDINGS LTD | -3.8% |
|
RLI CORP | -3.8% |
|
WR BERKLEY CORP | -3.7% |