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
41.7%
% of IYG's 106 holdings also in XLF
64.2%
% of XLF's 67 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 | 10.8% | 10.0% | 10.0% |
|
BANK OF AMERICA CORP | 6.9% | 6.4% | 6.4% |
|
WELLS FARGO & CO | 4.7% | 4.4% | 4.4% |
|
GOLDMAN SACHS GROUP INC | 3.5% | 3.3% | 3.3% |
|
SCHWAB (CHARLES) CORP | 3.4% | 3.2% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to XLF
|
VISA INC-CLASS A SHARES | 9.7% |
|
MASTERCARD INC-CLASS A | 8.4% |
|
BLACKSTONE GROUP LP/THE | 1.6% |
|
KKR & CO LP | 0.8% |
|
APOLLO GLOBAL MANAGEMENT INC. | 0.8% |
|
JPMORGAN CHASE & CO | 0.7% |
|
LPL FINANCIAL HOLDINGS INC | 0.5% |
|
BANK OF AMERICA CORP | 0.5% |
|
FIRST HORIZON NATIONAL CORP | 0.4% |
|
WELLS FARGO & CO | 0.3% |
IYG Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -14.4% |
|
CHUBB LIMITED | -2.3% |
|
MARSH & MCLENNAN COS | -2.2% |
|
PROGRESSIVE CORP | -2.0% |
 |
AON PLC CLASS A | -1.6% |
|
METLIFE INC | -1.3% |
|
AMERICAN INTERNATIONAL GROUP | -1.2% |
|
TRAVELERS COS INC/THE | -1.1% |
|
ARTHUR J GALLAGHER & CO | -1.1% |
|
AFLAC INC | -1.1% |