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   

62

Number of overlapping holdings

44.0%

% of IYF's 141 holdings also in XLF

95.4%

% of XLF's 65 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 8.5% 12.2% 8.5%
JPMORGAN CHASE & CO 8.3% 11.7% 8.3%
BANK OF AMERICA CORP 6.1% 7.6% 6.1%
WELLS FARGO & CO 4.4% 4.5% 4.4%
CITIGROUP INC 3.3% 3.4% 3.3%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to XLF
BLACKSTONE GROUP LP/THE 1.8%
KKR & CO LP 0.8%
BROADRIDGE FINANCIAL SOLUTIO 0.4%
ALLY FINANCIAL INC 0.4%
SIGNATURE BANK 0.4%
MARKEL CORP 0.4%
ARCH CAPITAL GROUP LTD 0.4%
FACTSET RESEARCH SYSTEMS INC 0.3%
UPSTART HOLDINGS, INC. 0.3%
LPL FINANCIAL HOLDINGS INC 0.3%
IYF Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B -3.6%
JPMORGAN CHASE & CO -3.4%
AMERICAN EXPRESS CO -2.6%
CAPITAL ONE FINANCIAL CORP -1.7%
BANK OF AMERICA CORP -1.5%
SYNCHRONY FINANCIAL -0.7%
MORGAN STANLEY -0.3%
WELLS FARGO & CO -0.2%
GOLDMAN SACHS GROUP INC -0.1%
CITIGROUP INC -0.1%
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