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
41
Number of overlapping holdings
30.6%
% of IYF's 137 holdings also in KIE
77.4%
% of KIE's 53 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus KIE)
Overlapping Holdings
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| Company | Weight in IYF |
Weight in KIE |
Overlap | |
|---|---|---|---|---|
 |
CHUBB LIMITED | 2.2% | 1.9% | 1.9% |
|
MARSH & MCLENNAN COS | 2.1% | 1.8% | 1.8% |
|
PROGRESSIVE CORP | 2.9% | 1.8% | 1.8% |
|
ARTHUR J GALLAGHER & CO | 1.5% | 1.9% | 1.5% |
 |
AON PLC CLASS A | 1.4% | 1.8% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to KIE
|
BERKSHIRE HATHAWAY INC-CL B | 12.9% |
|
JPMORGAN CHASE & CO | 9.3% |
|
BANK OF AMERICA CORP | 4.7% |
|
WELLS FARGO & CO | 4.0% |
|
GOLDMAN SACHS GROUP INC | 2.9% |
|
S&P GLOBAL, INC. | 2.7% |
|
BLACKROCK INC | 2.4% |
|
SCHWAB (CHARLES) CORP | 2.4% |
|
MORGAN STANLEY | 2.4% |
|
CITIGROUP INC | 2.3% |
IYF Underweight Relative to KIE
|
PALOMAR HOLDINGS, INC. | -2.2% |
|
SELECTIVE INSURANCE GROUP | -2.0% |
|
BRP GROUP INC CLASS A | -2.0% |
|
GENWORTH FINANCIAL INC-CL A | -2.0% |
 |
ENSTAR GROUP LTD | -1.9% |
|
RLI CORP | -1.9% |
|
MERCURY GENERAL CORP | -1.9% |
|
ERIE INDEMNITY COMPANY-CL A | -1.9% |
|
CNO FINANCIAL GROUP INC | -1.9% |
|
KINSALE CAPITAL GROUP, INC. | -1.9% |