Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
41%
OVERLAP
BY WEIGHT
45
# OF OVERLAPPING
HOLDINGS
IYG
100
HOLDINGS
47%
ALSO IN RSPF
RSPF
78
HOLDINGS
61%
ALSO IN IYG
SECTOR DRIFT (IYG minus RSPF)
OVERLAPPING HOLDINGS
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| Company | Weight in IYG |
Weight in RSPF |
Overlap | |
|---|---|---|---|---|
 |
CITIGROUP INC | 3.5% | 1.9% | 1.9% |
|
MORGAN STANLEY | 3.9% | 1.9% | 1.9% |
|
GOLDMAN SACHS GROUP INC | 4.7% | 1.9% | 1.9% |
|
BANK OF AMERICA CORP | 5.3% | 1.5% | 1.5% |
|
BANK OF NEW YORK MELLON CORP | 1.4% | 1.8% | 1.4% |
IYG Overweight Relative to RSPF
|
BERKSHIRE HATHAWAY INC-CL B | 11.7% |
|
JPMORGAN CHASE & CO | 11.2% |
|
VISA INC. CLASS A | 6.6% |
|
MASTERCARD INCORPORATED CLASS A | 4.6% |
|
BANK OF AMERICA CORP | 3.9% |
|
GOLDMAN SACHS GROUP INC | 2.8% |
|
WELLS FARGO & CO | 2.3% |
|
MORGAN STANLEY | 2.0% |
|
CITIGROUP INC | 1.6% |
|
AMERICAN EXPRESS CO | 1.2% |
IYG Underweight Relative to RSPF
|
PRINCIPAL FINANCIAL GROUP | -1.8% |
|
FRANKLIN RESOURCES INC | -1.6% |
|
ASSURANT INC | -1.6% |
|
GLOBE LIFE INC. | -1.6% |
|
BLOCK INC. | -1.6% |
|
CHUBB LIMITED | -1.5% |
|
TRAVELERS COS INC/THE | -1.5% |
|
CORPAY INC | -1.5% |
|
INVESCO LTD | -1.5% |
|
CINCINNATI FINANCIAL CORP | -1.5% |