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
OVERLAP
38%
OVERLAP
BY WEIGHT
26
# OF OVERLAPPING
HOLDINGS
IYF
142
HOLDINGS
19%
ALSO IN NYNY
NYNY
57
HOLDINGS
46%
ALSO IN IYF
SECTOR DRIFT (IYF minus NYNY)
OVERLAPPING HOLDINGS
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| Company | Weight in IYF |
Weight in NYNY |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 10.5% | 8.8% | 8.8% |
|
GOLDMAN SACHS GROUP INC | 4.7% | 4.8% | 4.7% |
|
MORGAN STANLEY | 3.9% | 4.5% | 3.9% |
|
CITIGROUP INC | 3.6% | 3.9% | 3.6% |
|
BLACKROCK INC | 2.6% | 3.2% | 2.6% |
IYF Overweight Relative to NYNY
|
BERKSHIRE HATHAWAY INC-CL B | 11.1% |
|
BANK OF AMERICA CORP | 4.6% |
|
WELLS FARGO & CO | 3.8% |
|
SCHWAB (CHARLES) CORP | 2.4% |
|
CHUBB LIMITED | 1.9% |
|
PROGRESSIVE CORP | 1.8% |
|
JPMORGAN CHASE & CO | 1.7% |
|
CME GROUP INC | 1.6% |
|
PNC FINANCIAL SERVICES GROUP | 1.4% |
|
US BANCORP | 1.4% |
IYF Underweight Relative to NYNY
|
VERIZON COMMUNICATIONS INC | -4.2% |
|
PFIZER INC | -3.5% |
|
AMERICAN EXPRESS CO | -3.4% |
|
DATADOG INC CLASS A | -3.1% |
|
BRISTOL-MYERS SQUIBB CO | -3.0% |
|
COLGATE-PALMOLIVE CO | -2.4% |
|
WARNER BROS. DISCOVERY, INC. SERIES | -2.1% |
|
CONSOLIDATED EDISON INC | -1.6% |
|
VICI PROPERTIES INC | -1.4% |
|
TAPESTRY, INC. | -1.4% |