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% |