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   

129

Number of overlapping holdings

35.9%

% of VFH's 376 holdings also in IYF

96.3%

% of IYF's 137 holdings also in VFH

Overlap by Weight
Sector Drift (VFH minus IYF)
Overlapping Holdings

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Company Weight
in VFH
Weight
in IYF
Overlap
BERKSHIRE HATHAWAY INC-CL B 10.0% 13.5% 10.0%
JPMORGAN CHASE & CO 9.6% 9.5% 9.5%
BANK OF AMERICA CORP 4.9% 4.4% 4.4%
WELLS FARGO & CO 3.7% 4.0% 3.7%
S&P GLOBAL, INC. 2.9% 3.2% 2.9%

Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to IYF
AMERICAN EXPRESS CO 2.5%
CAPITAL ONE FINANCIAL CORP 1.0%
BANK OF AMERICA CORP 0.5%
SYNCHRONY FINANCIAL 0.3%
KINSALE CAPITAL GROUP, INC. 0.2%
JPMORGAN CHASE & CO 0.1%
SELECTIVE INSURANCE GROUP 0.1%
RLI CORP 0.1%
SOUTH STATE CORP 0.1%
ESSENT GROUP LTD 0.1%
VFH Underweight Relative to IYF
BERKSHIRE HATHAWAY INC-CL B -3.5%
BROADRIDGE FINANCIAL SOLUTIO -0.5%
WELLS FARGO & CO -0.4%
SCHWAB (CHARLES) CORP -0.3%
ARCH CAPITAL GROUP LTD -0.3%
BLACKROCK INC -0.3%
CITIGROUP INC -0.3%
S&P GLOBAL, INC. -0.3%
MARSH & MCLENNAN COS -0.3%
MORGAN STANLEY -0.2%
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