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 138 holdings also in XLF

Overlap by Weight
Sector Drift (XLF minus IYF)
Overlapping Holdings

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Company Weight
in XLF
Weight
in IYF
Overlap
BERKSHIRE HATHAWAY INC-CL B 13.8% 13.8% 13.8%
JPMORGAN CHASE & CO 9.1% 9.2% 9.1%
BANK OF AMERICA CORP 4.2% 4.2% 4.2%
WELLS FARGO & CO 3.4% 3.8% 3.4%
S&P GLOBAL, INC. 2.7% 3.1% 2.7%

Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to IYF
VISA INC. CLASS A 8.2%
MASTERCARD INCORPORATED CLASS A 7.3%
AMERICAN EXPRESS CO 2.0%
FISERV, INC. 1.6%
PAYPAL HOLDINGS, INC. 1.5%
CAPITAL ONE FINANCIAL CORP 0.8%
FIDELITY NATIONAL INFORMATION SERVIC 0.7%
GLOBAL PAYMENTS INC. 0.7%
FLEETCOR TECHNOLOGIES, INC. 0.4%
SYNCHRONY FINANCIAL 0.3%
XLF Underweight Relative to IYF
BLACKSTONE GROUP LP/THE -2.0%
APOLLO GLOBAL MANAGEMENT INC. -1.2%
KKR & CO LP -1.0%
BROADRIDGE FINANCIAL SOLUTIO -0.5%
MARKEL CORP -0.5%
LPL FINANCIAL HOLDINGS INC -0.5%
WELLS FARGO & CO -0.4%
ARES MANAGEMENT LP -0.4%
S&P GLOBAL, INC. -0.4%
BLACKROCK INC -0.4%
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