Fund Overlap

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


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60

Number of overlapping holdings

60.6%

% of IYG's 102 holdings also in FXO

58.8%

% of FXO's 104 holdings also in IYG

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

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Company Weight
in IYG
Weight
in FXO
Overlap
GOLDMAN SACHS GROUP INC 3.1% 1.8% 1.8%
KKR & CO LP 1.7% 1.8% 1.7%
BLACKSTONE GROUP LP/THE 2.1% 1.4% 1.4%
BERKSHIRE HATHAWAY INC-CL B 14.0% 1.2% 1.2%
MORGAN STANLEY 2.7% 1.1% 1.1%

Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to FXO
BERKSHIRE HATHAWAY INC-CL B 12.9%
JPMORGAN CHASE & CO 10.5%
VISA INC. CLASS A 8.5%
MASTERCARD INCORPORATED CLASS A 7.2%
BANK OF AMERICA CORP 4.4%
WELLS FARGO & CO 2.8%
AMERICAN EXPRESS CO 2.7%
S&P GLOBAL, INC. 2.7%
BLACKROCK INC 2.4%
SCHWAB (CHARLES) CORP 1.8%
IYG Underweight Relative to FXO
LAZARD LTD-CL A -1.8%
ASSURED GUARANTY LTD -1.7%
WHITE MOUNTAINS INSURANCE GP -1.7%
JANUS HENDERSON GROUP PLC -1.7%
CINCINNATI FINANCIAL CORP -1.7%
ALLSTATE CORP -1.6%
JEFFERIES FINANCIAL GROUP INC. -1.6%
PROGRESSIVE CORP -1.6%
RENAISSANCERE HOLDINGS LTD -1.5%
AFFILIATED MANAGERS GROUP -1.5%
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