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