Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
10.0%
% of SHRY's 51 holdings also in IAK
9.1%
% of IAK's 55 holdings also in SHRY
Overlap by Weight
Sector Drift (SHRY minus IAK)
Overlapping Holdings
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| Company | Weight in SHRY |
Weight in IAK |
Overlap | |
|---|---|---|---|---|
 |
METLIFE INC | 3.3% | 5.3% | 3.3% |
|
PRUDENTIAL FINANCIAL INC | 3.3% | 4.5% | 3.3% |
|
AFLAC INC | 3.3% | 4.5% | 3.3% |
|
PRINCIPAL FINANCIAL GROUP | 4.5% | 2.3% | 2.3% |
|
CHUBB LIMITED | 1.6% | 12.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
SHRY Overweight Relative to IAK
|
ALTRIA GROUP INC | 4.9% |
|
HP INC. | 3.7% |
|
EOG RESOURCES, INC. | 3.6% |
|
AMERIPRISE FINANCIAL INC | 3.6% |
|
DELL TECHNOLOGIES INC CLASS C | 3.5% |
|
COMCAST CORP-CL A | 3.4% |
|
DOW, INC. | 3.4% |
|
LOCKHEED MARTIN CORP | 3.0% |
|
JOHNSON & JOHNSON | 2.9% |
|
GENERAL MILLS INC | 2.6% |
SHRY Underweight Relative to IAK
|
PROGRESSIVE CORP | -15.6% |
|
CHUBB LIMITED | -10.9% |
|
AMERICAN INTERNATIONAL GROUP | -6.5% |
|
TRAVELERS COS INC/THE | -6.1% |
|
ALLSTATE CORP | -4.9% |
 |
ARCH CAPITAL GROUP LTD | -4.5% |
|
HARTFORD FINANCIAL SVCS GRP | -3.9% |
|
MARKEL CORP | -2.5% |
|
CINCINNATI FINANCIAL CORP | -2.5% |
|
WR BERKLEY CORP | -2.2% |