Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
18.3%
% of XLF's 71 holdings also in IAI
41.9%
% of IAI's 33 holdings also in XLF
Overlap by Weight
Sector Drift (XLF minus IAI)
Overlapping Holdings
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| Company | Weight in XLF |
Weight in IAI |
Overlap | |
|---|---|---|---|---|
 |
S&P GLOBAL, INC. | 2.4% | 13.6% | 2.4% |
|
GOLDMAN SACHS GROUP INC | 2.4% | 13.6% | 2.4% |
|
MORGAN STANLEY | 2.0% | 11.7% | 2.0% |
|
SCHWAB (CHARLES) CORP | 2.0% | 7.5% | 2.0% |
|
CME GROUP INC | 1.4% | 4.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to IAI
|
BERKSHIRE HATHAWAY INC-CL B | 13.3% |
|
JPMORGAN CHASE & CO | 9.7% |
|
VISA INC. CLASS A | 7.7% |
|
MASTERCARD INCORPORATED CLASS A | 6.8% |
|
BANK OF AMERICA CORP | 4.6% |
|
WELLS FARGO & CO | 3.9% |
|
AMERICAN EXPRESS CO | 2.4% |
|
PROGRESSIVE CORP | 2.3% |
|
CITIGROUP INC | 2.0% |
|
BLACKROCK INC | 1.9% |
XLF Underweight Relative to IAI
|
S&P GLOBAL, INC. | -11.3% |
|
GOLDMAN SACHS GROUP INC | -11.2% |
|
MORGAN STANLEY | -9.7% |
|
SCHWAB (CHARLES) CORP | -5.6% |
|
COINBASE GLOBAL, INC. CLASS A | -4.0% |
|
MSCI INC-A | -3.5% |
|
RAYMOND JAMES FINANCIAL INC | -3.4% |
|
NASDAQ OMX GROUP/THE | -3.4% |
|
MOODY'S CORP | -3.3% |
|
LPL FINANCIAL HOLDINGS INC | -3.2% |