Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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66
Number of overlapping holdings
49.3%
% of JHMF's 136 holdings also in XLF
100.0%
% of XLF's 67 holdings also in JHMF
Overlap by Weight
Sector Drift (JHMF minus XLF)
Overlapping Holdings
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| Company | Weight in JHMF |
Weight in XLF |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 4.3% | 13.2% | 4.3% |
|
JPMORGAN CHASE & CO | 3.6% | 10.2% | 3.6% |
|
BANK OF AMERICA CORP | 3.1% | 7.7% | 3.1% |
|
WELLS FARGO & CO | 2.5% | 5.1% | 2.5% |
|
CITIGROUP INC | 1.8% | 3.0% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
JHMF Overweight Relative to XLF
|
VISA INC-CLASS A SHARES | 3.1% |
|
MASTERCARD INC-CLASS A | 3.0% |
|
PAYPAL HOLDINGS INC | 1.6% |
|
TRAVELERS COS INC/THE | 0.9% |
|
APOLLO GLOBAL MANAGEMENT - A | 0.9% |
|
EQUIFAX INC | 0.9% |
|
ALLY FINANCIAL INC | 0.9% |
|
ALLSTATE CORP | 0.8% |
|
BLACKSTONE GROUP LP/THE | 0.8% |
|
FLEETCOR TECHNOLOGIES INC | 0.7% |
JHMF Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -8.9% |
|
JPMORGAN CHASE & CO | -6.5% |
|
BANK OF AMERICA CORP | -4.5% |
|
WELLS FARGO & CO | -2.5% |
|
SCHWAB (CHARLES) CORP | -1.8% |
|
MORGAN STANLEY | -1.7% |
|
BLACKROCK INC | -1.5% |
|
S&P GLOBAL, INC. | -1.3% |
|
AMERICAN EXPRESS CO | -1.2% |
|
CITIGROUP INC | -1.2% |