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%
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