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
61
Number of overlapping holdings
84.7%
% of XLF's 72 holdings also in IYF
45.5%
% of IYF's 137 holdings also in XLF
Overlap by Weight
Sector Drift (XLF minus IYF)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in XLF |
Weight in IYF |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 13.1% | 13.5% | 13.1% |
|
JPMORGAN CHASE & CO | 9.1% | 9.5% | 9.1% |
|
BANK OF AMERICA CORP | 4.4% | 4.4% | 4.4% |
|
WELLS FARGO & CO | 3.5% | 4.0% | 3.5% |
|
S&P GLOBAL, INC. | 2.7% | 3.2% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to IYF
|
VISA INC-CLASS A SHARES | 8.2% |
|
MASTERCARD INC-CLASS A | 7.0% |
|
AMERICAN EXPRESS CO | 2.2% |
|
FISERV INC | 1.6% |
|
PAYPAL HOLDINGS INC | 1.6% |
|
CAPITAL ONE FINANCIAL CORP | 0.9% |
|
FIDELITY NATIONAL INFORMATIO | 0.7% |
|
GLOBAL PAYMENTS INC | 0.6% |
|
FLEETCOR TECHNOLOGIES INC | 0.4% |
|
SYNCHRONY FINANCIAL | 0.3% |
XLF Underweight Relative to IYF
|
BLACKSTONE GROUP LP/THE | -1.7% |
|
APOLLO GLOBAL MANAGEMENT INC. | -0.9% |
|
KKR & CO LP | -0.8% |
|
WELLS FARGO & CO | -0.6% |
|
MARKEL CORP | -0.5% |
|
BROADRIDGE FINANCIAL SOLUTIO | -0.5% |
|
S&P GLOBAL, INC. | -0.5% |
|
LPL FINANCIAL HOLDINGS INC | -0.4% |
|
BLACKROCK INC | -0.4% |
|
CITIGROUP INC | -0.4% |