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
OVERLAP
30%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
NYNY
58
HOLDINGS
36%
ALSO IN IYG
IYG
100
HOLDINGS
19%
ALSO IN NYNY
SECTOR DRIFT (NYNY minus IYG)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in NYNY |
Weight in IYG |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 4.4% | 13.1% | 4.4% |
|
GOLDMAN SACHS GROUP INC | 4.3% | 4.1% | 4.1% |
|
MORGAN STANLEY | 4.4% | 3.5% | 3.5% |
|
CITIGROUP INC | 4.5% | 3.2% | 3.2% |
|
AMERICAN EXPRESS CO | 4.4% | 2.5% | 2.5% |
NYNY Overweight Relative to IYG
|
VERIZON COMMUNICATIONS INC | 4.6% |
|
PFIZER INC | 4.5% |
|
MARSH & MCLENNAN COS | 2.7% |
|
DATADOG INC CLASS A | 2.5% |
|
TRAVELERS COS INC/THE | 2.3% |
|
COLGATE-PALMOLIVE CO | 2.1% |
|
BLACKROCK INC | 2.1% |
|
WARNER BROS. DISCOVERY, INC. SERIES | 2.0% |
|
AMERICAN EXPRESS CO | 1.9% |
|
BANK OF NEW YORK MELLON CORP | 1.9% |
NYNY Underweight Relative to IYG
|
BERKSHIRE HATHAWAY INC-CL B | -12.4% |
|
JPMORGAN CHASE & CO | -8.7% |
|
VISA INC. CLASS A | -8.1% |
|
MASTERCARD INCORPORATED CLASS A | -6.2% |
|
BANK OF AMERICA CORP | -5.7% |
|
WELLS FARGO & CO | -3.7% |
|
SCHWAB (CHARLES) CORP | -2.4% |
|
CAPITAL ONE FINANCIAL CORP | -1.9% |
|
PNC FINANCIAL SERVICES GROUP | -1.4% |
|
US BANCORP | -1.4% |