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

43
Number of overlapping holdings
41.3%
% of IYG's 107 holdings also in XLF
65.2%
% of XLF's 66 holdings also in IYG
Overlap by Weight
Sector Drift (IYG minus XLF)
Overlapping Holdings
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Company | Weight in IYG |
Weight in XLF |
Overlap | |
---|---|---|---|---|
JPMORGAN CHASE & CO | 9.5% | 9.2% | 9.2% | |
BANK OF AMERICA CORP | 6.7% | 6.5% | 6.5% | |
WELLS FARGO & CO | 4.6% | 4.5% | 4.5% | |
S&P GLOBAL, INC. | 3.7% | 3.5% | 3.5% | |
MORGAN STANLEY | 3.4% | 3.2% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to XLF
VISA INC-CLASS A SHARES | 9.9% | |
MASTERCARD INC-CLASS A | 8.6% | |
BLACKSTONE GROUP LP/THE | 2.0% | |
KKR & CO LP | 0.9% | |
APOLLO GLOBAL MANAGEMENT INC. | 0.6% | |
LPL FINANCIAL HOLDINGS INC | 0.5% | |
ARES MANAGEMENT LP | 0.4% | |
JPMORGAN CHASE & CO | 0.3% | |
FIRST HORIZON NATIONAL CORP | 0.3% | |
FIDELITY NATIONAL FINANCIAL, INC - F | 0.3% |
IYG Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B | -14.2% | |
MARSH & MCLENNAN COS | -2.2% | |
CHUBB LIMITED | -2.1% | |
PROGRESSIVE CORP | -1.9% | |
AON PLC CLASS A | -1.6% | |
METLIFE INC | -1.2% | |
AMERICAN INTERNATIONAL GROUP | -1.1% | |
TRAVELERS COS INC/THE | -1.0% | |
ARTHUR J GALLAGHER & CO | -1.0% | |
PRUDENTIAL FINANCIAL INC | -1.0% |