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   

47

Number of overlapping holdings

65.3%

% of XLF's 72 holdings also in FXO

47.0%

% of FXO's 103 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
PROGRESSIVE CORP 2.0% 2.0% 2.0%
BERKSHIRE HATHAWAY INC-CL B 13.7% 1.9% 1.9%
CITIGROUP INC 1.9% 1.8% 1.8%
WELLS FARGO & CO 3.5% 1.0% 1.0%
BANK OF AMERICA CORP 4.2% 0.9% 0.9%

Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to FXO
BERKSHIRE HATHAWAY INC-CL B 11.8%
JPMORGAN CHASE & CO 8.9%
VISA INC. CLASS A 8.1%
MASTERCARD INCORPORATED CLASS A 7.1%
BANK OF AMERICA CORP 3.3%
WELLS FARGO & CO 2.5%
AMERICAN EXPRESS CO 2.2%
BLACKROCK INC 2.0%
GOLDMAN SACHS GROUP INC 2.0%
S&P GLOBAL, INC. 1.9%
XLF Underweight Relative to FXO
BLUE OWL CAPITAL INC CLASS A -2.0%
KKR & CO LP -1.9%
RENAISSANCERE HOLDINGS LTD -1.9%
ASSURED GUARANTY LTD -1.8%
UNUM GROUP -1.8%
FIRST CITIZENS BCSHS -CL A -1.8%
AFFILIATED MANAGERS GROUP -1.7%
SLM CORP -1.7%
NEW RESIDENTIAL INVESTMENT -1.6%
MGIC INVESTMENT CORP -1.6%
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