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   

84

Number of overlapping holdings

84.8%

% of IYG's 103 holdings also in IYF

62.2%

% of IYF's 138 holdings also in IYG

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

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Company Weight
in IYG
Weight
in IYF
Overlap
BERKSHIRE HATHAWAY INC-CL B 15.6% 13.8% 13.8%
JPMORGAN CHASE & CO 10.9% 9.8% 9.8%
BANK OF AMERICA CORP 4.8% 4.5% 4.5%
WELLS FARGO & CO 4.0% 4.1% 4.0%
S&P GLOBAL, INC. 2.9% 2.9% 2.9%

Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to IYF
VISA INC. CLASS A 9.3%
MASTERCARD INCORPORATED CLASS A 8.0%
AMERICAN EXPRESS CO 2.5%
BERKSHIRE HATHAWAY INC-CL B 1.7%
JPMORGAN CHASE & CO 1.1%
CAPITAL ONE FINANCIAL CORP 1.1%
SYNCHRONY FINANCIAL 0.3%
BANK OF AMERICA CORP 0.3%
SOUTH STATE CORP 0.1%
ESSENT GROUP LTD 0.1%
IYG Underweight Relative to IYF
PROGRESSIVE CORP -2.3%
CHUBB LIMITED -2.2%
MARSH & MCLENNAN COS -2.1%
AON PLC CLASS A -1.3%
ARTHUR J GALLAGHER & CO -1.1%
AMERICAN INTERNATIONAL GROUP -1.1%
TRAVELERS COS INC/THE -1.1%
AFLAC INC -1.0%
METLIFE INC -0.9%
ALLSTATE CORP -0.9%
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