Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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99

Number of overlapping holdings

96.1%

% of IYG's 105 holdings also in FNCL

26.0%

% of FNCL's 386 holdings also in IYG

Overlap by Weight
Sector Drift (IYG minus FNCL)
Overlapping Holdings

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Company Weight
in IYG
Weight
in FNCL
Overlap
JPMORGAN CHASE & CO 9.9% 7.5% 7.5%
BANK OF AMERICA CORP 6.8% 5.4% 5.4%
WELLS FARGO & CO 4.9% 3.7% 3.7%
S&P GLOBAL, INC. 3.3% 2.6% 2.6%
SCHWAB (CHARLES) CORP 3.5% 2.6% 2.6%

Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to FNCL
VISA INC-CLASS A SHARES 9.3%
MASTERCARD INC-CLASS A 7.8%
JPMORGAN CHASE & CO 2.3%
BANK OF AMERICA CORP 1.4%
WELLS FARGO & CO 1.2%
SCHWAB (CHARLES) CORP 1.0%
MORGAN STANLEY 0.9%
GOLDMAN SACHS GROUP INC 0.8%
S&P GLOBAL, INC. 0.7%
BLACKROCK INC 0.6%
IYG Underweight Relative to FNCL
BERKSHIRE HATHAWAY INC-CL B -8.4%
CHUBB LIMITED -1.9%
MARSH & MCLENNAN COS -1.8%
PROGRESSIVE CORP -1.7%
AON PLC CLASS A -1.4%
METLIFE INC -1.0%
AMERICAN INTERNATIONAL GROUP -0.9%
TRAVELERS COS INC/THE -0.9%
ARTHUR J GALLAGHER & CO -0.9%
AFLAC INC -0.8%
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