Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
17%

OVERLAP
BY WEIGHT
30

# OF OVERLAPPING
HOLDINGS
VFH
420
HOLDINGS
8%
ALSO IN IAI
IAI
32
HOLDINGS
100%
ALSO IN VFH
SECTOR DRIFT (VFH minus IAI)
OVERLAPPING HOLDINGS

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Company Weight
in VFH
Weight
in IAI
Overlap
GOLDMAN SACHS GROUP INC 2.6% 14.7% 2.6%
MORGAN STANLEY 2.0% 12.0% 2.0%
S&P GLOBAL, INC. 2.0% 11.3% 2.0%
SCHWAB (CHARLES) CORP 1.9% 6.3% 1.9%
INTERCONTINENTALEXCHANGE INC 1.2% 4.2% 1.2%
VFH Overweight Relative to IAI
JPMORGAN CHASE & CO 9.5%
BERKSHIRE HATHAWAY INC-CL B 7.6%
MASTERCARD INCORPORATED CLASS A 5.3%
VISA INC. CLASS A 4.3%
BANK OF AMERICA CORP 4.0%
WELLS FARGO & CO 3.2%
AMERICAN EXPRESS CO 2.1%
CITIGROUP INC 1.9%
BLACKROCK INC 1.9%
PROGRESSIVE CORP 1.7%
VFH Underweight Relative to IAI
GOLDMAN SACHS GROUP INC -12.1%
MORGAN STANLEY -9.9%
S&P GLOBAL, INC. -9.3%
COINBASE GLOBAL, INC. CLASS A -5.4%
ROBINHOOD MARKETS, INC. CLASS A -4.6%
SCHWAB (CHARLES) CORP -4.4%
MSCI INC-A -3.7%
MOODY'S CORP -3.3%
NASDAQ OMX GROUP/THE -3.3%
CME GROUP INC -3.0%
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