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
44
Number of overlapping holdings
60.3%
% of XLF's 73 holdings also in IYG
44.4%
% of IYG's 102 holdings also in XLF
Overlap by Weight
Sector Drift (XLF minus IYG)
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 IYG |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 14.5% | 16.8% | 14.5% |
|
JPMORGAN CHASE & CO | 9.9% | 11.5% | 9.9% |
|
VISA INC. CLASS A | 8.7% | 10.0% | 8.7% |
|
MASTERCARD INCORPORATED CLASS A | 6.4% | 7.4% | 6.4% |
|
BANK OF AMERICA CORP | 3.8% | 4.4% | 3.8% |
Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to IYG
|
PROGRESSIVE CORP | 2.4% |
|
FISERV, INC. | 1.8% |
|
MARSH & MCLENNAN COS | 1.7% |
|
CHUBB LIMITED | 1.6% |
|
ARTHUR J GALLAGHER & CO | 1.3% |
 |
AON PLC CLASS A | 1.2% |
|
PAYPAL HOLDINGS INC | 0.9% |
|
TRAVELERS COS INC/THE | 0.9% |
|
AFLAC INC | 0.8% |
|
ALLSTATE CORP | 0.8% |
XLF Underweight Relative to IYG
|
BERKSHIRE HATHAWAY INC-CL B | -2.3% |
|
JPMORGAN CHASE & CO | -1.5% |
|
VISA INC. CLASS A | -1.4% |
|
MASTERCARD INCORPORATED CLASS A | -1.0% |
|
COINBASE GLOBAL, INC. CLASS A | -0.6% |
|
BANK OF AMERICA CORP | -0.6% |
|
ROBINHOOD MARKETS, INC. CLASS A | -0.5% |
|
WELLS FARGO & CO | -0.5% |
|
ARES MANAGEMENT LP | -0.5% |
|
LPL FINANCIAL HOLDINGS INC | -0.4% |