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   

61

Number of overlapping holdings

45.5%

% of IYF's 138 holdings also in XLF

84.7%

% of XLF's 72 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 13.8% 13.8% 13.8%
JPMORGAN CHASE & CO 9.2% 9.1% 9.1%
BANK OF AMERICA CORP 4.2% 4.2% 4.2%
WELLS FARGO & CO 3.8% 3.4% 3.4%
S&P GLOBAL, INC. 3.1% 2.7% 2.7%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to XLF
BLACKSTONE GROUP LP/THE 2.0%
APOLLO GLOBAL MANAGEMENT INC. 1.2%
KKR & CO LP 1.0%
BROADRIDGE FINANCIAL SOLUTIO 0.5%
MARKEL CORP 0.5%
LPL FINANCIAL HOLDINGS INC 0.5%
WELLS FARGO & CO 0.4%
ARES MANAGEMENT LP 0.4%
S&P GLOBAL, INC. 0.4%
BLACKROCK INC 0.4%
IYF Underweight Relative to XLF
VISA INC. CLASS A -8.2%
MASTERCARD INCORPORATED CLASS A -7.3%
AMERICAN EXPRESS CO -2.0%
FISERV, INC. -1.6%
PAYPAL HOLDINGS, INC. -1.5%
CAPITAL ONE FINANCIAL CORP -0.8%
FIDELITY NATIONAL INFORMATION SERVIC -0.7%
GLOBAL PAYMENTS INC. -0.7%
FLEETCOR TECHNOLOGIES, INC. -0.4%
SYNCHRONY FINANCIAL -0.3%
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