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   

42

Number of overlapping holdings

42.4%

% of IYG's 102 holdings also in XLF

58.3%

% of XLF's 72 holdings also in IYG

Overlap by Weight
Sector Drift (IYG minus XLF)
Overlapping Holdings

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


Company Weight
in IYG
Weight
in XLF
Overlap
JPMORGAN CHASE & CO 12.3% 9.1% 9.1%
VISA INC. CLASS A 11.0% 8.2% 8.2%
MASTERCARD INCORPORATED CLASS A 9.8% 7.3% 7.3%
BANK OF AMERICA CORP 5.7% 4.2% 4.2%
WELLS FARGO & CO 4.6% 3.4% 3.4%

Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to XLF
JPMORGAN CHASE & CO 3.2%
VISA INC. CLASS A 2.9%
MASTERCARD INCORPORATED CLASS A 2.5%
BLACKSTONE GROUP LP/THE 2.3%
BANK OF AMERICA CORP 1.5%
WELLS FARGO & CO 1.2%
APOLLO GLOBAL MANAGEMENT INC. 1.1%
KKR & CO LP 1.1%
S&P GLOBAL, INC. 0.9%
MORGAN STANLEY 0.8%
IYG Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B -13.8%
MARSH & MCLENNAN COS -2.0%
CHUBB LIMITED -1.8%
PROGRESSIVE CORP -1.7%
FISERV, INC. -1.6%
PAYPAL HOLDINGS, INC. -1.5%
AON PLC CLASS A -1.4%
ARTHUR J GALLAGHER & CO -1.0%
AMERICAN INTERNATIONAL GROUP -0.9%
METLIFE INC -0.9%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY