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

41.3%

% 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

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 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%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY