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
64
Number of overlapping holdings
46.7%
% of IYF's 140 holdings also in XLF
85.3%
% of XLF's 75 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 | 14.2% | 12.6% | 12.6% |
|
JPMORGAN CHASE & CO | 9.6% | 8.6% | 8.6% |
|
BANK OF AMERICA CORP | 4.2% | 4.4% | 4.2% |
|
WELLS FARGO & CO | 3.6% | 3.2% | 3.2% |
|
S&P GLOBAL, INC. | 2.9% | 2.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to XLF
|
BLACKSTONE GROUP LP/THE | 1.6% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.6% |
|
JPMORGAN CHASE & CO | 1.0% |
|
KKR & CO LP | 0.8% |
|
APOLLO GLOBAL MANAGEMENT INC. | 0.8% |
|
BROADRIDGE FINANCIAL SOLUTIO | 0.4% |
|
MARKEL CORP | 0.4% |
|
LPL FINANCIAL HOLDINGS INC | 0.4% |
|
WELLS FARGO & CO | 0.4% |
|
S&P GLOBAL, INC. | 0.4% |
IYF Underweight Relative to XLF
|
VISA INC-CLASS A SHARES | -8.4% |
|
MASTERCARD INC-CLASS A | -6.9% |
|
AMERICAN EXPRESS CO | -2.2% |
|
PAYPAL HOLDINGS INC | -2.0% |
|
FISERV INC | -1.7% |
|
CAPITAL ONE FINANCIAL CORP | -0.8% |
|
FIDELITY NATIONAL INFORMATIO | -0.7% |
|
GLOBAL PAYMENTS INC | -0.6% |
|
FLEETCOR TECHNOLOGIES INC | -0.3% |
|
SYNCHRONY FINANCIAL | -0.3% |