Fund Overlap

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


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OVERLAP
17%

OVERLAP
BY WEIGHT
15

# OF OVERLAPPING
HOLDINGS
XLF
75
HOLDINGS
20%
ALSO IN IAI
IAI
32
HOLDINGS
50%
ALSO IN XLF
SECTOR DRIFT (XLF minus IAI)
OVERLAPPING HOLDINGS

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Company Weight
in XLF
Weight
in IAI
Overlap
GOLDMAN SACHS GROUP INC 3.1% 15.8% 3.1%
MORGAN STANLEY 2.5% 12.7% 2.5%
S&P GLOBAL, INC. 2.2% 11.3% 2.2%
SCHWAB (CHARLES) CORP 2.1% 6.2% 2.1%
INTERCONTINENTALEXCHANGE INC 1.3% 3.9% 1.3%
XLF Overweight Relative to IAI
BERKSHIRE HATHAWAY INC-CL B 11.9%
JPMORGAN CHASE & CO 11.2%
VISA INC. CLASS A 7.6%
MASTERCARD INCORPORATED CLASS A 6.2%
BANK OF AMERICA CORP 4.3%
WELLS FARGO & CO 3.5%
CITIGROUP INC 2.4%
AMERICAN EXPRESS CO 2.4%
BLACKROCK INC 2.1%
PROGRESSIVE CORP 1.9%
XLF Underweight Relative to IAI
GOLDMAN SACHS GROUP INC -12.6%
MORGAN STANLEY -10.2%
S&P GLOBAL, INC. -9.0%
ROBINHOOD MARKETS, INC. CLASS A -6.1%
COINBASE GLOBAL, INC. CLASS A -4.2%
SCHWAB (CHARLES) CORP -4.1%
MSCI INC-A -3.6%
NASDAQ OMX GROUP/THE -3.3%
MOODY'S CORP -3.2%
LPL FINANCIAL HOLDINGS INC -2.7%
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