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   

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%
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