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
60
Number of overlapping holdings
44.4%
% of IYF's 138 holdings also in XLF
84.5%
% of XLF's 71 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 | 12.9% | 13.3% | 12.9% |
|
JPMORGAN CHASE & CO | 9.5% | 9.7% | 9.5% |
|
BANK OF AMERICA CORP | 4.7% | 4.6% | 4.6% |
|
WELLS FARGO & CO | 4.3% | 3.9% | 3.9% |
|
S&P GLOBAL, INC. | 2.8% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to XLF
|
KKR & CO LP | 1.3% |
|
APOLLO GLOBAL MANAGEMENT INC. | 1.2% |
|
COINBASE GLOBAL, INC. CLASS A | 0.8% |
 |
NU HOLDINGS LTD. CLASS A | 0.5% |
|
BROADRIDGE FINANCIAL SOLUTIO | 0.5% |
|
BLACKROCK INC | 0.5% |
|
ARES MANAGEMENT LP | 0.5% |
|
LPL FINANCIAL HOLDINGS INC | 0.4% |
|
WELLS FARGO & CO | 0.4% |
|
MARKEL CORP | 0.4% |
IYF Underweight Relative to XLF
|
VISA INC. CLASS A | -7.7% |
|
MASTERCARD INCORPORATED CLASS A | -6.8% |
|
AMERICAN EXPRESS CO | -2.4% |
|
FISERV, INC. | -1.6% |
|
PAYPAL HOLDINGS, INC. | -1.2% |
|
CAPITAL ONE FINANCIAL CORP | -1.0% |
|
FIDELITY NATIONAL INFORMATION SERVIC | -0.8% |
|
GLOBAL PAYMENTS INC. | -0.6% |
|
CORPAY INC | -0.4% |
|
BERKSHIRE HATHAWAY INC-CL B | -0.4% |