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
16
Number of overlapping holdings
22.5%
% of XLF's 71 holdings also in IAK
29.1%
% of IAK's 55 holdings also in XLF
Overlap by Weight
Sector Drift (XLF minus IAK)
Overlapping Holdings
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| Company | Weight in XLF |
Weight in IAK |
Overlap | |
|---|---|---|---|---|
 |
PROGRESSIVE CORP | 2.3% | 15.6% | 2.3% |
|
CHUBB LIMITED | 1.8% | 12.6% | 1.8% |
|
AMERICAN INTERNATIONAL GROUP | 0.9% | 6.5% | 0.9% |
|
TRAVELERS COS INC/THE | 0.9% | 6.1% | 0.9% |
|
ALLSTATE CORP | 0.8% | 4.9% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to IAK
|
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% |
|
S&P GLOBAL, INC. | 2.4% |
|
GOLDMAN SACHS GROUP INC | 2.4% |
|
AMERICAN EXPRESS CO | 2.4% |
|
MORGAN STANLEY | 2.0% |
XLF Underweight Relative to IAK
|
PROGRESSIVE CORP | -13.3% |
|
CHUBB LIMITED | -10.8% |
|
AMERICAN INTERNATIONAL GROUP | -5.5% |
|
TRAVELERS COS INC/THE | -5.2% |
|
METLIFE INC | -4.5% |
|
ALLSTATE CORP | -4.1% |
 |
ARCH CAPITAL GROUP LTD | -3.9% |
|
PRUDENTIAL FINANCIAL INC | -3.8% |
|
AFLAC INC | -3.8% |
|
HARTFORD FINANCIAL SVCS GRP | -3.3% |