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
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 | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 2.6% | 14.8% | 2.6% |
|
S&P GLOBAL, INC. | 2.6% | 14.8% | 2.6% |
|
MORGAN STANLEY | 2.1% | 11.7% | 2.1% |
|
SCHWAB (CHARLES) CORP | 1.5% | 4.2% | 1.5% |
|
INTERCONTINENTALEXCHANGE INC | 1.5% | 4.9% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to IAI
|
BERKSHIRE HATHAWAY INC-CL B | 13.6% |
|
JPMORGAN CHASE & CO | 10.2% |
|
VISA INC. CLASS A | 6.9% |
|
MASTERCARD INCORPORATED CLASS A | 6.3% |
|
BANK OF AMERICA CORP | 4.4% |
|
WELLS FARGO & CO | 3.2% |
|
PROGRESSIVE CORP | 2.3% |
|
AMERICAN EXPRESS CO | 2.3% |
|
BLACKROCK INC | 2.0% |
|
CITIGROUP INC | 1.9% |
XLF Underweight Relative to IAI
|
GOLDMAN SACHS GROUP INC | -12.2% |
|
S&P GLOBAL, INC. | -12.2% |
|
MORGAN STANLEY | -9.6% |
|
MSCI INC-A | -4.2% |
|
NASDAQ OMX GROUP/THE | -3.9% |
|
MOODY'S CORP | -3.7% |
|
INTERCONTINENTALEXCHANGE INC | -3.4% |
|
CME GROUP INC | -3.3% |
|
COINBASE GLOBAL, INC. CLASS A | -3.0% |
|
RAYMOND JAMES FINANCIAL INC | -2.9% |