Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
IYG
101
HOLDINGS
18%
ALSO IN DDIV
DDIV
51
HOLDINGS
35%
ALSO IN IYG
SECTOR DRIFT (IYG minus DDIV)
OVERLAPPING HOLDINGS
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| Company | Weight in IYG |
Weight in DDIV |
Overlap | |
|---|---|---|---|---|
 |
WELLS FARGO & CO | 4.2% | 2.9% | 2.9% |
|
GOLDMAN SACHS GROUP INC | 3.8% | 2.6% | 2.6% |
|
JPMORGAN CHASE & CO | 12.3% | 2.3% | 2.3% |
|
BLACKROCK INC | 2.2% | 1.9% | 1.9% |
|
BANK OF NEW YORK MELLON CORP | 1.2% | 2.5% | 1.2% |
IYG Overweight Relative to DDIV
|
BERKSHIRE HATHAWAY INC-CL B | 12.9% |
|
JPMORGAN CHASE & CO | 10.0% |
|
VISA INC. CLASS A | 8.3% |
|
MASTERCARD INCORPORATED CLASS A | 6.6% |
|
BANK OF AMERICA CORP | 5.3% |
|
MORGAN STANLEY | 3.0% |
|
AMERICAN EXPRESS CO | 2.9% |
|
CITIGROUP INC | 2.9% |
|
S&P GLOBAL, INC. | 2.2% |
|
BLACKSTONE GROUP LP/THE | 1.6% |
IYG Underweight Relative to DDIV
|
SIMON PROPERTY GROUP INC | -4.9% |
|
ANTERO MIDSTREAM PARTNERS LP | -4.7% |
|
HASBRO INC | -4.3% |
|
KINDER MORGAN INC | -4.2% |
|
TRUIST FINANCIAL CORPORATION | -4.2% |
|
WILLIAMS COS INC | -3.1% |
|
OLD NATL BANCORP/IN | -2.9% |
|
JEFFERIES FINANCIAL GROUP INC. | -2.8% |
|
ENTERGY CORP | -2.7% |
|
CUMMINS INC | -2.5% |