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
18
Number of overlapping holdings
18.2%
% of IYG's 102 holdings also in PFI
41.9%
% of PFI's 43 holdings also in IYG
Overlap by Weight
Sector Drift (IYG minus PFI)
Overlapping Holdings
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| Company | Weight in IYG |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
MASTERCARD INCORPORATED CLASS A | 7.4% | 6.5% | 6.5% |
|
JPMORGAN CHASE & CO | 11.5% | 4.8% | 4.8% |
|
VISA INC. CLASS A | 10.0% | 4.0% | 4.0% |
|
AMERICAN EXPRESS CO | 2.5% | 2.7% | 2.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 16.8% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to PFI
|
BERKSHIRE HATHAWAY INC-CL B | 14.8% |
|
JPMORGAN CHASE & CO | 6.7% |
|
VISA INC. CLASS A | 6.0% |
|
BANK OF AMERICA CORP | 4.4% |
|
S&P GLOBAL, INC. | 2.6% |
|
MORGAN STANLEY | 2.4% |
|
SCHWAB (CHARLES) CORP | 2.3% |
|
CITIGROUP INC | 2.1% |
|
WELLS FARGO & CO | 1.9% |
|
BLACKSTONE GROUP LP/THE | 1.7% |
IYG Underweight Relative to PFI
|
PROGRESSIVE CORP | -6.3% |
|
AMERIPRISE FINANCIAL INC | -4.5% |
|
MR. COOPER GROUP, INC. | -3.4% |
|
BROWN & BROWN INC | -3.1% |
|
UNUM GROUP | -3.1% |
|
WELLTOWER, INC. | -2.2% |
|
RAYMOND JAMES FINANCIAL INC | -2.1% |
|
CBRE GROUP, INC. CLASS A | -2.0% |
|
SIMON PROPERTY GROUP INC | -2.0% |
|
PALOMAR HOLDINGS, INC. | -1.9% |