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
31
Number of overlapping holdings
8.2%
% of VFH's 398 holdings also in IAI
100.0%
% of IAI's 33 holdings also in VFH
Overlap by Weight
Sector Drift (VFH minus IAI)
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 VFH |
Weight in IAI |
Overlap | |
|---|---|---|---|---|
 |
S&P GLOBAL, INC. | 2.1% | 13.9% | 2.1% |
|
GOLDMAN SACHS GROUP INC | 2.0% | 13.3% | 2.0% |
|
MORGAN STANLEY | 1.7% | 11.6% | 1.7% |
|
SCHWAB (CHARLES) CORP | 1.6% | 7.2% | 1.6% |
|
INTERCONTINENTALEXCHANGE INC | 1.2% | 4.3% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to IAI
|
JPMORGAN CHASE & CO | 8.6% |
|
BERKSHIRE HATHAWAY INC-CL B | 8.1% |
|
MASTERCARD INCORPORATED CLASS A | 6.0% |
|
VISA INC. CLASS A | 5.9% |
|
BANK OF AMERICA CORP | 4.0% |
|
WELLS FARGO & CO | 3.1% |
|
AMERICAN EXPRESS CO | 2.1% |
|
PROGRESSIVE CORP | 1.8% |
|
CITIGROUP INC | 1.8% |
|
BLACKROCK INC | 1.8% |
VFH Underweight Relative to IAI
|
S&P GLOBAL, INC. | -11.7% |
|
GOLDMAN SACHS GROUP INC | -11.3% |
|
MORGAN STANLEY | -9.9% |
|
SCHWAB (CHARLES) CORP | -5.5% |
|
COINBASE GLOBAL, INC. CLASS A | -3.8% |
|
MSCI INC-A | -3.7% |
|
RAYMOND JAMES FINANCIAL INC | -3.5% |
|
MOODY'S CORP | -3.5% |
|
NASDAQ OMX GROUP/THE | -3.4% |
|
INTERCONTINENTALEXCHANGE INC | -3.2% |