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

41.7%

% of IYG's 106 holdings also in XLF

64.2%

% of XLF's 67 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 10.8% 10.0% 10.0%
BANK OF AMERICA CORP 6.9% 6.4% 6.4%
WELLS FARGO & CO 4.7% 4.4% 4.4%
GOLDMAN SACHS GROUP INC 3.5% 3.3% 3.3%
SCHWAB (CHARLES) CORP 3.4% 3.2% 3.2%

Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to XLF
VISA INC-CLASS A SHARES 9.7%
MASTERCARD INC-CLASS A 8.4%
BLACKSTONE GROUP LP/THE 1.6%
KKR & CO LP 0.8%
APOLLO GLOBAL MANAGEMENT INC. 0.8%
JPMORGAN CHASE & CO 0.7%
LPL FINANCIAL HOLDINGS INC 0.5%
BANK OF AMERICA CORP 0.5%
FIRST HORIZON NATIONAL CORP 0.4%
WELLS FARGO & CO 0.3%
IYG Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B -14.4%
CHUBB LIMITED -2.3%
MARSH & MCLENNAN COS -2.2%
PROGRESSIVE CORP -2.0%
AON PLC CLASS A -1.6%
METLIFE INC -1.3%
AMERICAN INTERNATIONAL GROUP -1.2%
TRAVELERS COS INC/THE -1.1%
ARTHUR J GALLAGHER & CO -1.1%
AFLAC INC -1.1%
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