Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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63
Number of overlapping holdings
45.3%
% of IYF's 140 holdings also in XLF
95.5%
% of XLF's 66 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 | 9.5% | 14.0% | 9.5% |
|
JPMORGAN CHASE & CO | 6.7% | 9.2% | 6.7% |
|
BANK OF AMERICA CORP | 5.4% | 6.6% | 5.4% |
|
WELLS FARGO & CO | 4.3% | 4.5% | 4.3% |
|
S&P GLOBAL, INC. | 3.3% | 3.5% | 3.3% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to XLF
|
BLACKSTONE GROUP LP/THE | 1.9% |
|
KKR & CO LP | 0.8% |
|
APOLLO GLOBAL MANAGEMENT INC. | 0.7% |
|
BROADRIDGE FINANCIAL SOLUTIO | 0.5% |
|
LPL FINANCIAL HOLDINGS INC | 0.4% |
 |
ARCH CAPITAL GROUP LTD | 0.4% |
|
MARKEL CORP | 0.4% |
|
COINBASE GLOBAL, INC. CLASS A | 0.3% |
|
FIRST HORIZON NATIONAL CORP | 0.3% |
|
AXA EQUITABLE HOLDINGS, INC. | 0.3% |
IYF Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -4.4% |
|
AMERICAN EXPRESS CO | -2.6% |
|
JPMORGAN CHASE & CO | -2.4% |
|
BANK OF AMERICA CORP | -1.2% |
|
CAPITAL ONE FINANCIAL CORP | -1.2% |
|
SYNCHRONY FINANCIAL | -0.5% |
|
MORGAN STANLEY | -0.4% |
|
GOLDMAN SACHS GROUP INC | -0.2% |
|
S&P GLOBAL, INC. | -0.2% |
|
WELLS FARGO & CO | -0.2% |