Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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
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| 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% |