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   

86

Number of overlapping holdings

83.5%

% of IYG's 105 holdings also in JHMF

59.7%

% of JHMF's 146 holdings also in IYG

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

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Company Weight
in IYG
Weight
in JHMF
Overlap
VISA INC-CLASS A SHARES 9.3% 3.6% 3.6%
JPMORGAN CHASE & CO 9.9% 3.2% 3.2%
MASTERCARD INC-CLASS A 7.8% 3.1% 3.1%
BANK OF AMERICA CORP 6.8% 3.0% 3.0%
WELLS FARGO & CO 4.9% 2.6% 2.6%

Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to JHMF
JPMORGAN CHASE & CO 6.6%
VISA INC-CLASS A SHARES 5.7%
MASTERCARD INC-CLASS A 4.7%
BANK OF AMERICA CORP 3.8%
WELLS FARGO & CO 2.3%
S&P GLOBAL, INC. 2.2%
SCHWAB (CHARLES) CORP 2.1%
MORGAN STANLEY 1.8%
BLACKROCK INC 1.7%
AMERICAN EXPRESS CO 1.4%
IYG Underweight Relative to JHMF
BERKSHIRE HATHAWAY INC-CL B -4.1%
TRAVELERS COS INC/THE -1.8%
AMERICAN INTERNATIONAL GROUP -1.8%
AFLAC INC -1.4%
ALLSTATE CORP -1.3%
ARTHUR J GALLAGHER & CO -1.2%
AON PLC CLASS A -1.1%
HARTFORD FINANCIAL SVCS GRP -1.0%
PAYPAL HOLDINGS INC -1.0%
WILLIS TOWERS WATSON PUBLIC LIMITED -1.0%
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