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

85.3%

% of XLF's 75 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 14.2% 12.6% 12.6%
JPMORGAN CHASE & CO 9.6% 8.6% 8.6%
BANK OF AMERICA CORP 4.2% 4.4% 4.2%
WELLS FARGO & CO 3.6% 3.2% 3.2%
S&P GLOBAL, INC. 2.9% 2.6% 2.6%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to XLF
BLACKSTONE GROUP LP/THE 1.6%
BERKSHIRE HATHAWAY INC-CL B 1.6%
JPMORGAN CHASE & CO 1.0%
KKR & CO LP 0.8%
APOLLO GLOBAL MANAGEMENT INC. 0.8%
BROADRIDGE FINANCIAL SOLUTIO 0.4%
MARKEL CORP 0.4%
LPL FINANCIAL HOLDINGS INC 0.4%
WELLS FARGO & CO 0.4%
S&P GLOBAL, INC. 0.4%
IYF Underweight Relative to XLF
VISA INC-CLASS A SHARES -8.4%
MASTERCARD INC-CLASS A -6.9%
AMERICAN EXPRESS CO -2.2%
PAYPAL HOLDINGS INC -2.0%
FISERV INC -1.7%
CAPITAL ONE FINANCIAL CORP -0.8%
FIDELITY NATIONAL INFORMATIO -0.7%
GLOBAL PAYMENTS INC -0.6%
FLEETCOR TECHNOLOGIES INC -0.3%
SYNCHRONY FINANCIAL -0.3%
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