Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
24
# OF OVERLAPPING
HOLDINGS
IYG
101
HOLDINGS
25%
ALSO IN IAI
IAI
32
HOLDINGS
80%
ALSO IN IYG
SECTOR DRIFT (IYG minus IAI)
OVERLAPPING HOLDINGS
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| Company | Weight in IYG |
Weight in IAI |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 3.5% | 15.8% | 3.5% |
|
MORGAN STANLEY | 2.8% | 12.7% | 2.8% |
|
S&P GLOBAL, INC. | 2.5% | 11.3% | 2.5% |
|
SCHWAB (CHARLES) CORP | 2.3% | 6.2% | 2.3% |
|
INTERCONTINENTALEXCHANGE INC | 1.5% | 3.9% | 1.5% |
IYG Overweight Relative to IAI
|
BERKSHIRE HATHAWAY INC-CL B | 13.2% |
|
JPMORGAN CHASE & CO | 12.4% |
|
VISA INC. CLASS A | 8.5% |
|
MASTERCARD INCORPORATED CLASS A | 6.9% |
|
BANK OF AMERICA CORP | 4.8% |
|
WELLS FARGO & CO | 3.9% |
|
CITIGROUP INC | 2.7% |
|
AMERICAN EXPRESS CO | 2.6% |
|
BLACKROCK INC | 2.4% |
|
CAPITAL ONE FINANCIAL CORP | 2.1% |
IYG Underweight Relative to IAI
|
GOLDMAN SACHS GROUP INC | -12.3% |
|
MORGAN STANLEY | -9.9% |
|
S&P GLOBAL, INC. | -8.8% |
|
ROBINHOOD MARKETS, INC. CLASS A | -4.9% |
|
COINBASE GLOBAL, INC. CLASS A | -4.1% |
|
SCHWAB (CHARLES) CORP | -3.9% |
|
MSCI INC-A | -3.5% |
|
NASDAQ OMX GROUP/THE | -3.2% |
|
MOODY'S CORP | -3.1% |
|
RAYMOND JAMES FINANCIAL INC | -2.6% |