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
33.9%
% of VFH's 408 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 | 9.4% | 12.9% | 9.4% |
|
JPMORGAN CHASE & CO | 8.9% | 9.3% | 8.9% |
|
BANK OF AMERICA CORP | 3.5% | 4.7% | 3.5% |
|
WELLS FARGO & CO | 2.9% | 4.0% | 2.9% |
|
GOLDMAN SACHS GROUP INC | 2.2% | 2.9% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to IYF
|
MASTERCARD INCORPORATED CLASS A | 5.8% |
|
VISA INC. CLASS A | 4.8% |
|
AMERICAN EXPRESS CO | 1.9% |
|
FISERV, INC. | 1.6% |
|
CAPITAL ONE FINANCIAL CORP | 0.8% |
|
PAYPAL HOLDINGS INC | 0.8% |
|
FIDELITY NATIONAL INFORMATION SERVIC | 0.5% |
|
BLOCK INC. | 0.4% |
|
CORPAY INC | 0.3% |
|
SYNCHRONY FINANCIAL | 0.3% |
VFH Underweight Relative to IYF
|
BERKSHIRE HATHAWAY INC-CL B | -3.5% |
|
BANK OF AMERICA CORP | -1.2% |
|
WELLS FARGO & CO | -1.1% |
|
PROGRESSIVE CORP | -0.8% |
|
S&P GLOBAL, INC. | -0.7% |
|
GOLDMAN SACHS GROUP INC | -0.7% |
|
CHUBB LIMITED | -0.7% |
|
BLACKROCK INC | -0.7% |
 |
NU HOLDINGS LTD. CLASS A | -0.7% |
|
CITIGROUP INC | -0.6% |