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

95.5%

% of XLF's 67 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 9.8% 14.4% 9.8%
JPMORGAN CHASE & CO 7.3% 10.0% 7.3%
BANK OF AMERICA CORP 5.2% 6.4% 5.2%
WELLS FARGO & CO 4.1% 4.4% 4.1%
GOLDMAN SACHS GROUP INC 3.2% 3.3% 3.2%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to XLF
BLACKSTONE GROUP LP/THE 1.5%
APOLLO GLOBAL MANAGEMENT INC. 0.8%
KKR & CO LP 0.7%
LPL FINANCIAL HOLDINGS INC 0.5%
MARKEL CORP 0.4%
BROADRIDGE FINANCIAL SOLUTIO 0.4%
FIRST HORIZON NATIONAL CORP 0.3%
AXA EQUITABLE HOLDINGS, INC. 0.3%
ARES MANAGEMENT LP 0.3%
FIRST CITIZENS BCSHS -CL A 0.2%
IYF Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B -4.6%
JPMORGAN CHASE & CO -2.7%
AMERICAN EXPRESS CO -2.4%
BANK OF AMERICA CORP -1.2%
CAPITAL ONE FINANCIAL CORP -0.9%
SYNCHRONY FINANCIAL -0.4%
WELLS FARGO & CO -0.3%
MORGAN STANLEY -0.3%
GOLDMAN SACHS GROUP INC -0.1%
S&P GLOBAL, INC. -0.1%
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