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   

42

Number of overlapping holdings

59.2%

% of XLF's 71 holdings also in FXO

42.0%

% 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 2.2% 1.8% 1.8%
BERKSHIRE HATHAWAY INC-CL B 13.2% 1.7% 1.7%
CITIGROUP INC 2.1% 1.4% 1.4%
BANK OF AMERICA CORP 4.8% 1.0% 1.0%
CHUBB LIMITED 1.9% 1.0% 1.0%

Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to FXO
BERKSHIRE HATHAWAY INC-CL B 11.5%
JPMORGAN CHASE & CO 9.4%
VISA INC. CLASS A 7.7%
MASTERCARD INCORPORATED CLASS A 6.5%
BANK OF AMERICA CORP 3.8%
WELLS FARGO & CO 3.0%
S&P GLOBAL, INC. 2.4%
AMERICAN EXPRESS CO 2.3%
SCHWAB (CHARLES) CORP 1.9%
GOLDMAN SACHS GROUP INC 1.8%
XLF Underweight Relative to FXO
FIRST CITIZENS BCSHS -CL A -1.8%
APOLLO GLOBAL MANAGEMENT INC. -1.7%
NU HOLDINGS LTD. CLASS A -1.7%
JANUS HENDERSON GROUP PLC -1.7%
WHITE MOUNTAINS INSURANCE GP -1.7%
KKR & CO LP -1.7%
RENAISSANCERE HOLDINGS LTD -1.7%
UNUM GROUP -1.7%
SLM CORP -1.6%
MGIC INVESTMENT CORP -1.6%
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