Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
83
Number of overlapping holdings
84.7%
% of IYG's 103 holdings also in IYF
61.9%
% of IYF's 137 holdings also in IYG
Overlap by Weight
Sector Drift (IYG minus IYF)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in IYG |
Weight in IYF |
Overlap | |
---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 15.0% | 12.8% | 12.8% | |
JPMORGAN CHASE & CO | 11.5% | 9.9% | 9.9% | |
BANK OF AMERICA CORP | 5.6% | 4.6% | 4.6% | |
WELLS FARGO & CO | 3.9% | 3.8% | 3.8% | |
GOLDMAN SACHS GROUP INC | 3.0% | 3.0% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to IYF
VISA INC. CLASS A | 8.0% | |
MASTERCARD INCORPORATED CLASS A | 7.0% | |
AMERICAN EXPRESS CO | 2.6% | |
BERKSHIRE HATHAWAY INC-CL B | 2.2% | |
JPMORGAN CHASE & CO | 1.6% | |
CAPITAL ONE FINANCIAL CORP | 1.1% | |
BANK OF AMERICA CORP | 1.0% | |
SYNCHRONY FINANCIAL | 0.4% | |
WELLS FARGO & CO | 0.2% | |
SOUTH STATE CORP | 0.1% |
IYG Underweight Relative to IYF
PROGRESSIVE CORP | -2.5% | |
MARSH & MCLENNAN COS | -2.1% | |
CHUBB LIMITED | -2.1% | |
ARTHUR J GALLAGHER & CO | -1.1% | |
AON PLC CLASS A | -1.1% | |
AFLAC INC | -1.0% | |
AMERICAN INTERNATIONAL GROUP | -1.0% | |
TRAVELERS COS INC/THE | -0.9% | |
ALLSTATE CORP | -0.9% | |
METLIFE INC | -0.9% |