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   

43

Number of overlapping holdings

43.4%

% of IYG's 103 holdings also in RSPF

61.4%

% of RSPF's 70 holdings also in IYG

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

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Company Weight
in IYG
Weight
in RSPF
Overlap
GOLDMAN SACHS GROUP INC 3.0% 1.7% 1.7%
BANK OF AMERICA CORP 5.5% 1.6% 1.6%
MORGAN STANLEY 2.4% 1.6% 1.6%
SCHWAB (CHARLES) CORP 2.2% 1.6% 1.6%
CITIGROUP INC 2.3% 1.5% 1.5%

Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to RSPF
BERKSHIRE HATHAWAY INC-CL B 13.5%
JPMORGAN CHASE & CO 9.9%
VISA INC. CLASS A 7.3%
MASTERCARD INCORPORATED CLASS A 6.1%
BANK OF AMERICA CORP 3.9%
WELLS FARGO & CO 2.7%
KKR & CO LP 1.5%
S&P GLOBAL, INC. 1.4%
GOLDMAN SACHS GROUP INC 1.3%
AMERICAN EXPRESS CO 1.2%
IYG Underweight Relative to RSPF
ARCH CAPITAL GROUP LTD -1.6%
FIDELITY NATIONAL INFORMATION SERVIC -1.6%
AFLAC INC -1.5%
BROWN & BROWN INC -1.5%
CHUBB LIMITED -1.5%
PAYPAL HOLDINGS INC -1.5%
PROGRESSIVE CORP -1.5%
HARTFORD FINANCIAL SVCS GRP -1.5%
ARTHUR J GALLAGHER & CO -1.5%
PRUDENTIAL FINANCIAL INC -1.5%
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