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

43.4%

% of IYG's 103 holdings also in XLF

60.6%

% of XLF's 70 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
BERKSHIRE HATHAWAY INC-CL B 14.9% 13.1% 13.1%
JPMORGAN CHASE & CO 11.3% 10.0% 10.0%
VISA INC. CLASS A 8.9% 7.8% 7.8%
MASTERCARD INCORPORATED CLASS A 7.9% 7.0% 7.0%
BANK OF AMERICA CORP 5.1% 4.5% 4.5%

Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B 1.8%
JPMORGAN CHASE & CO 1.4%
KKR & CO LP 1.3%
VISA INC. CLASS A 1.1%
APOLLO GLOBAL MANAGEMENT INC. 1.0%
MASTERCARD INCORPORATED CLASS A 1.0%
COINBASE GLOBAL, INC. CLASS A 0.9%
BANK OF AMERICA CORP 0.6%
WELLS FARGO & CO 0.5%
ARES MANAGEMENT LP 0.5%
IYG Underweight Relative to XLF
PROGRESSIVE CORP -2.1%
CHUBB LIMITED -1.8%
MARSH & MCLENNAN COS -1.8%
FISERV, INC. -1.6%
PAYPAL HOLDINGS, INC. -1.2%
AON PLC CLASS A -1.1%
AMERICAN INTERNATIONAL GROUP -0.9%
ARTHUR J GALLAGHER & CO -0.9%
TRAVELERS COS INC/THE -0.9%
METLIFE INC -0.8%
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