Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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% |