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
24
Number of overlapping holdings
24.5%
% of IYG's 101 holdings also in IAI
77.4%
% of IAI's 33 holdings also in IYG
Overlap by Weight
Sector Drift (IYG minus IAI)
Overlapping Holdings
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| Company | Weight in IYG |
Weight in IAI |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 3.1% | 14.3% | 3.1% |
|
MORGAN STANLEY | 2.6% | 12.0% | 2.6% |
|
S&P GLOBAL, INC. | 2.5% | 11.8% | 2.5% |
|
SCHWAB (CHARLES) CORP | 2.4% | 6.5% | 2.4% |
|
INTERCONTINENTALEXCHANGE INC | 1.7% | 4.2% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to IAI
|
BERKSHIRE HATHAWAY INC-CL B | 14.4% |
|
JPMORGAN CHASE & CO | 11.9% |
|
VISA INC. CLASS A | 9.8% |
|
MASTERCARD INCORPORATED CLASS A | 7.4% |
|
BANK OF AMERICA CORP | 4.7% |
|
WELLS FARGO & CO | 3.8% |
|
AMERICAN EXPRESS CO | 2.6% |
|
CITIGROUP INC | 2.3% |
|
BLACKROCK INC | 2.3% |
|
CAPITAL ONE FINANCIAL CORP | 2.0% |
IYG Underweight Relative to IAI
|
GOLDMAN SACHS GROUP INC | -11.2% |
|
MORGAN STANLEY | -9.4% |
|
S&P GLOBAL, INC. | -9.3% |
|
ROBINHOOD MARKETS, INC. CLASS A | -4.9% |
|
COINBASE GLOBAL, INC. CLASS A | -4.2% |
|
SCHWAB (CHARLES) CORP | -4.1% |
|
NASDAQ OMX GROUP/THE | -3.4% |
|
MSCI INC-A | -3.3% |
|
MOODY'S CORP | -3.1% |
|
LPL FINANCIAL HOLDINGS INC | -2.8% |