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% |