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
83
Number of overlapping holdings
83.8%
% of IYG's 101 holdings also in IYF
61.9%
% of IYF's 137 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 | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 12.2% | 9.5% | 9.5% |
|
BANK OF AMERICA CORP | 6.0% | 4.4% | 4.4% |
|
WELLS FARGO & CO | 4.7% | 4.0% | 4.0% |
|
S&P GLOBAL, INC. | 3.7% | 3.2% | 3.2% |
|
GOLDMAN SACHS GROUP INC | 3.3% | 2.8% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to IYF
|
VISA INC-CLASS A SHARES | 11.0% |
|
MASTERCARD INC-CLASS A | 9.4% |
|
AMERICAN EXPRESS CO | 3.0% |
|
JPMORGAN CHASE & CO | 2.7% |
|
BANK OF AMERICA CORP | 1.6% |
|
CAPITAL ONE FINANCIAL CORP | 1.3% |
|
WELLS FARGO & CO | 0.6% |
|
MORGAN STANLEY | 0.5% |
|
S&P GLOBAL, INC. | 0.5% |
|
GOLDMAN SACHS GROUP INC | 0.5% |
IYG Underweight Relative to IYF
|
BERKSHIRE HATHAWAY INC-CL B | -13.5% |
|
MARSH & MCLENNAN COS | -2.3% |
|
CHUBB LIMITED | -2.1% |
|
PROGRESSIVE CORP | -2.0% |
 |
AON PLC CLASS A | -1.7% |
|
ARTHUR J GALLAGHER & CO | -1.1% |
|
AMERICAN INTERNATIONAL GROUP | -1.1% |
|
TRAVELERS COS INC/THE | -1.1% |
|
AFLAC INC | -1.1% |
|
METLIFE INC | -0.9% |