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   
OVERLAP
82%

OVERLAP
BY WEIGHT
44

# OF OVERLAPPING
HOLDINGS
IYG
101
HOLDINGS
45%
ALSO IN XLF
XLF
73
HOLDINGS
60%
ALSO IN IYG
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
BERKSHIRE HATHAWAY INC-CL B 13.7% 12.2% 12.2%
JPMORGAN CHASE & CO 12.2% 10.9% 10.9%
VISA INC. CLASS A 9.2% 8.2% 8.2%
MASTERCARD INCORPORATED CLASS A 6.9% 6.1% 6.1%
BANK OF AMERICA CORP 4.7% 4.2% 4.2%
IYG Overweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B 1.5%
JPMORGAN CHASE & CO 1.3%
VISA INC. CLASS A 1.0%
ROBINHOOD MARKETS, INC. CLASS A 0.9%
MASTERCARD INCORPORATED CLASS A 0.7%
ARES MANAGEMENT LP 0.5%
BANK OF AMERICA CORP 0.5%
LPL FINANCIAL HOLDINGS INC 0.4%
WELLS FARGO & CO 0.4%
INTERACTIVE BROKERS GRO-CL A 0.4%
IYG Underweight Relative to XLF
PROGRESSIVE CORP -2.1%
MARSH & MCLENNAN COS -1.5%
CHUBB LIMITED -1.5%
FISERV, INC. -1.3%
ARTHUR J GALLAGHER & CO -1.1%
AON PLC CLASS A -1.0%
PAYPAL HOLDINGS INC -1.0%
TRAVELERS COS INC/THE -0.8%
ALLSTATE CORP -0.7%
AFLAC INC -0.7%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY