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   

49

Number of overlapping holdings

73.1%

% of XLF's 67 holdings also in FXO

49.5%

% of FXO's 101 holdings also in XLF

Overlap by Weight
Sector Drift (XLF minus FXO)
Overlapping Holdings

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Company Weight
in XLF
Weight
in FXO
Overlap
GOLDMAN SACHS GROUP INC 3.3% 1.5% 1.5%
WELLS FARGO & CO 4.4% 1.3% 1.3%
PROGRESSIVE CORP 2.0% 1.3% 1.3%
CITIGROUP INC 2.3% 1.3% 1.3%
AMERICAN INTERNATIONAL GROUP 1.2% 1.9% 1.2%

Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to FXO
BERKSHIRE HATHAWAY INC-CL B 14.4%
JPMORGAN CHASE & CO 8.9%
BANK OF AMERICA CORP 5.7%
WELLS FARGO & CO 3.1%
S&P GLOBAL, INC. 2.8%
MORGAN STANLEY 2.5%
AMERICAN EXPRESS CO 2.4%
BLACKROCK INC 2.4%
SCHWAB (CHARLES) CORP 2.2%
MARSH & MCLENNAN COS 1.9%
XLF Underweight Relative to FXO
AFFILIATED MANAGERS GROUP -2.1%
EVERCORE PARTNERS INC-CL A -2.0%
ONEMAIN HOLDINGS, INC. -1.9%
JANUS HENDERSON GROUP PLC -1.8%
ANNALY CAPITAL MANAGEMENT IN -1.8%
BRIGHTHOUSE FINANCIAL, INC. -1.8%
INVESCO LTD -1.8%
NEW RESIDENTIAL INVESTMENT -1.8%
CARLYLE GROUP/THE -1.7%
FIRST AMERICAN FINANCIAL -1.7%
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