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   

42

Number of overlapping holdings

41.2%

% of IYG's 102 holdings also in XLF

64.6%

% of XLF's 65 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 11.5% 11.4% 11.4%
BANK OF AMERICA CORP 7.9% 7.8% 7.8%
WELLS FARGO & CO 4.6% 4.6% 4.6%
MORGAN STANLEY 3.3% 3.3% 3.3%
CITIGROUP INC 3.2% 3.2% 3.2%

Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to XLF
VISA INC-CLASS A SHARES 8.7%
MASTERCARD INC-CLASS A 7.0%
BLACKSTONE GROUP LP/THE 2.1%
KKR & CO LP 1.0%
SIGNATURE BANK 0.4%
ALLY FINANCIAL INC 0.4%
APOLLO GLOBAL MANAGEMENT - A 0.4%
FACTSET RESEARCH SYSTEMS INC 0.4%
UPSTART HOLDINGS, INC. 0.4%
FIDELITY NATIONAL FINANCIAL, INC - F 0.3%
IYG Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B -11.9%
MARSH & MCLENNAN COS -1.9%
CHUBB LIMITED -1.8%
AON PLC -1.6%
PROGRESSIVE CORP -1.2%
AMERICAN INTERNATIONAL GROUP -1.1%
METLIFE INC -1.1%
PRUDENTIAL FINANCIAL INC -1.0%
TRAVELERS COS INC/THE -0.9%
ALLSTATE CORP -0.8%
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