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
OVERLAP
15%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
IYG
99
HOLDINGS
4%
ALSO IN AKRE
AKRE
16
HOLDINGS
25%
ALSO IN IYG
SECTOR DRIFT (IYG minus AKRE)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in IYG |
Weight in AKRE |
Overlap | |
|---|---|---|---|---|
 |
VISA INC. CLASS A | 7.8% | 6.9% | 6.9% |
|
MASTERCARD INCORPORATED CLASS A | 6.2% | 12.1% | 6.2% |
|
KKR & CO LP | 1.1% | 8.5% | 1.1% |
|
MOODY'S CORP | 1.1% | 6.3% | 1.1% |
IYG Overweight Relative to AKRE
|
BERKSHIRE HATHAWAY INC-CL B | 13.0% |
|
JPMORGAN CHASE & CO | 12.5% |
|
BANK OF AMERICA CORP | 5.2% |
|
GOLDMAN SACHS GROUP INC | 4.2% |
|
WELLS FARGO & CO | 3.7% |
|
MORGAN STANLEY | 3.4% |
|
CITIGROUP INC | 3.4% |
|
AMERICAN EXPRESS CO | 2.5% |
|
BLACKROCK INC | 2.3% |
|
SCHWAB (CHARLES) CORP | 2.2% |
IYG Underweight Relative to AKRE
 |
CONSTELLATION SOFTWARE INC | -11.4% |
|
BROOKFIELD CORP | -9.0% |
|
KKR & CO LP | -7.4% |
|
ROPER TECHNOLOGIES, INC. | -6.2% |
|
MASTERCARD INCORPORATED CLASS A | -5.9% |
|
MOODY'S CORP | -5.2% |
|
FAIR ISAAC CORP | -4.7% |
|
COSTAR GROUP INC | -3.9% |
|
COPART INC | -3.7% |
|
AIRBNB, INC. CLASS A | -2.6% |