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   

60

Number of overlapping holdings

44.4%

% of IYF's 138 holdings also in XLF

84.5%

% of XLF's 71 holdings also in IYF

Overlap by Weight
Sector Drift (IYF minus XLF)
Overlapping Holdings

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Company Weight
in IYF
Weight
in XLF
Overlap
BERKSHIRE HATHAWAY INC-CL B 12.8% 13.2% 12.8%
JPMORGAN CHASE & CO 9.8% 10.0% 9.8%
BANK OF AMERICA CORP 4.6% 4.8% 4.6%
WELLS FARGO & CO 3.9% 3.7% 3.7%
GOLDMAN SACHS GROUP INC 3.0% 2.6% 2.6%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to XLF
KKR & CO LP 1.5%
APOLLO GLOBAL MANAGEMENT INC. 1.3%
COINBASE GLOBAL, INC. CLASS A 0.9%
NU HOLDINGS LTD. CLASS A 0.6%
BROADRIDGE FINANCIAL SOLUTIO 0.5%
BLACKROCK INC 0.5%
ARES MANAGEMENT LP 0.5%
LPL FINANCIAL HOLDINGS INC 0.4%
MARKEL CORP 0.4%
S&P GLOBAL, INC. 0.4%
IYF Underweight Relative to XLF
VISA INC. CLASS A -7.7%
MASTERCARD INCORPORATED CLASS A -6.6%
AMERICAN EXPRESS CO -2.3%
FISERV, INC. -1.6%
PAYPAL HOLDINGS INC -1.2%
CAPITAL ONE FINANCIAL CORP -0.9%
FIDELITY NATIONAL INFORMATION SERVIC -0.8%
GLOBAL PAYMENTS INC. -0.4%
BERKSHIRE HATHAWAY INC-CL B -0.4%
CORPAY INC -0.3%
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