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
27%

OVERLAP
BY WEIGHT
24

# OF OVERLAPPING
HOLDINGS
NYNY
49
HOLDINGS
49%
ALSO IN VFH
VFH
427
HOLDINGS
6%
ALSO IN NYNY
SECTOR DRIFT (NYNY minus VFH)
OVERLAPPING HOLDINGS

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Company Weight
in NYNY
Weight
in VFH
Overlap
JPMORGAN CHASE & CO 4.2% 10.2% 4.2%
GOLDMAN SACHS GROUP INC 3.7% 2.8% 2.8%
MORGAN STANLEY 3.8% 2.5% 2.5%
CITIGROUP INC 4.0% 2.4% 2.4%
BLACKROCK INC 4.3% 1.9% 1.9%
NYNY Overweight Relative to VFH
PFIZER INC 5.2%
VERIZON COMMUNICATIONS INC 4.3%
BLACKROCK INC 2.4%
DATADOG INC CLASS A 2.4%
S&P GLOBAL, INC. 2.3%
AMERICAN EXPRESS CO 2.3%
COLGATE-PALMOLIVE CO 2.2%
BANK OF NEW YORK MELLON CORP 2.0%
MARSH & MCLENNAN COS 1.8%
BLACKSTONE GROUP LP/THE 1.8%
NYNY Underweight Relative to VFH
BERKSHIRE HATHAWAY INC-CL B -8.7%
VISA INC. CLASS A -7.8%
JPMORGAN CHASE & CO -6.0%
MASTERCARD INCORPORATED CLASS A -5.9%
BANK OF AMERICA CORP -3.7%
WELLS FARGO & CO -2.9%
SCHWAB (CHARLES) CORP -1.6%
PROGRESSIVE CORP -1.5%
CHUBB LIMITED -1.4%
CAPITAL ONE FINANCIAL CORP -1.4%
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