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
21%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
IYF
141
HOLDINGS
13%
ALSO IN PFI
PFI
38
HOLDINGS
47%
ALSO IN IYF
SECTOR DRIFT (IYF minus PFI)
OVERLAPPING HOLDINGS
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| Company | Weight in IYF |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 10.7% | 4.1% | 4.1% |
|
GOLDMAN SACHS GROUP INC | 4.2% | 2.5% | 2.5% |
|
BLACKROCK INC | 2.6% | 2.4% | 2.4% |
|
BANK OF AMERICA CORP | 4.6% | 2.3% | 2.3% |
|
WELLS FARGO & CO | 3.8% | 2.2% | 2.2% |
IYF Overweight Relative to PFI
|
BERKSHIRE HATHAWAY INC-CL B | 10.9% |
|
JPMORGAN CHASE & CO | 6.6% |
|
CITIGROUP INC | 3.6% |
|
MORGAN STANLEY | 3.5% |
|
SCHWAB (CHARLES) CORP | 2.4% |
|
BANK OF AMERICA CORP | 2.3% |
|
S&P GLOBAL, INC. | 2.2% |
|
CHUBB LIMITED | 1.9% |
|
PROGRESSIVE CORP | 1.9% |
|
GOLDMAN SACHS GROUP INC | 1.7% |
IYF Underweight Relative to PFI
|
MASTERCARD INCORPORATED CLASS A | -5.1% |
|
ROBINHOOD MARKETS, INC. CLASS A | -5.0% |
|
ARES MANAGEMENT LP | -3.2% |
|
AMERICAN EXPRESS CO | -3.1% |
|
EVERCORE PARTNERS INC-CL A | -2.9% |
|
INTERACTIVE BROKERS GRO-CL A | -2.8% |
|
SOFI TECHNOLOGIES INC | -2.6% |
|
VICTORY CAPITAL HOLDING - A | -2.5% |
|
SIMON PROPERTY GROUP INC | -2.4% |
|
RAYMOND JAMES FINANCIAL INC | -2.4% |