Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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42
Number of overlapping holdings
41.2%
% of IYG's 102 holdings also in XLF
64.6%
% of XLF's 65 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 | 11.5% | 11.4% | 11.4% |
|
BANK OF AMERICA CORP | 7.9% | 7.8% | 7.8% |
|
WELLS FARGO & CO | 4.6% | 4.6% | 4.6% |
|
MORGAN STANLEY | 3.3% | 3.3% | 3.3% |
|
CITIGROUP INC | 3.2% | 3.2% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to XLF
|
VISA INC-CLASS A SHARES | 8.7% |
|
MASTERCARD INC-CLASS A | 7.0% |
|
BLACKSTONE GROUP LP/THE | 2.1% |
|
KKR & CO LP | 1.0% |
|
SIGNATURE BANK | 0.4% |
|
ALLY FINANCIAL INC | 0.4% |
|
APOLLO GLOBAL MANAGEMENT - A | 0.4% |
|
FACTSET RESEARCH SYSTEMS INC | 0.4% |
|
UPSTART HOLDINGS, INC. | 0.4% |
|
FIDELITY NATIONAL FINANCIAL, INC - F | 0.3% |
IYG Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -11.9% |
|
MARSH & MCLENNAN COS | -1.9% |
|
CHUBB LIMITED | -1.8% |
 |
AON PLC | -1.6% |
|
PROGRESSIVE CORP | -1.2% |
|
AMERICAN INTERNATIONAL GROUP | -1.1% |
|
METLIFE INC | -1.1% |
|
PRUDENTIAL FINANCIAL INC | -1.0% |
|
TRAVELERS COS INC/THE | -0.9% |
|
ALLSTATE CORP | -0.8% |