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
40
Number of overlapping holdings
29.9%
% of IYF's 137 holdings also in KCE
66.7%
% of KCE's 60 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus KCE)
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 KCE |
Overlap | |
|---|---|---|---|---|
 |
BLACKSTONE GROUP LP/THE | 1.9% | 1.8% | 1.8% |
|
S&P GLOBAL, INC. | 2.9% | 1.7% | 1.7% |
|
BLACKROCK INC | 2.4% | 1.7% | 1.7% |
|
GOLDMAN SACHS GROUP INC | 3.0% | 1.7% | 1.7% |
|
MORGAN STANLEY | 2.3% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to KCE
|
BERKSHIRE HATHAWAY INC-CL B | 12.8% |
|
JPMORGAN CHASE & CO | 9.9% |
|
BANK OF AMERICA CORP | 4.6% |
|
WELLS FARGO & CO | 3.8% |
|
PROGRESSIVE CORP | 2.5% |
|
CITIGROUP INC | 2.4% |
|
MARSH & MCLENNAN COS | 2.1% |
|
CHUBB LIMITED | 2.1% |
|
US BANCORP | 1.4% |
|
PNC FINANCIAL SERVICES GROUP | 1.4% |
IYF Underweight Relative to KCE
|
PIPER JAFFRAY COS | -2.0% |
|
MOELIS & CO - CLASS A | -1.9% |
|
VIRTU FINANCIAL, INC. CLASS A | -1.9% |
|
HAMILTON LANE INCORPORATED CLASS A | -1.9% |
|
COHEN & STEERS INC | -1.8% |
|
PJT PARTNERS, INC. CLASS A | -1.8% |
|
STEPSTONE GROUP, INC. CLASS A | -1.8% |
|
JEFFERIES FINANCIAL GROUP INC. | -1.7% |
|
EVERCORE PARTNERS INC-CL A | -1.7% |
|
FEDERATED INVESTORS INC-CL B | -1.7% |