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