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   

66

Number of overlapping holdings

100.0%

% of XLF's 66 holdings also in JHMF

45.8%

% of JHMF's 146 holdings also in XLF

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

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Company Weight
in XLF
Weight
in JHMF
Overlap
BERKSHIRE HATHAWAY INC-CL B 14.5% 4.1% 4.1%
JPMORGAN CHASE & CO 9.2% 3.2% 3.2%
BANK OF AMERICA CORP 6.3% 3.0% 3.0%
WELLS FARGO & CO 4.6% 2.6% 2.6%
GOLDMAN SACHS GROUP INC 3.0% 1.8% 1.8%

Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to JHMF
BERKSHIRE HATHAWAY INC-CL B 10.4%
JPMORGAN CHASE & CO 6.0%
BANK OF AMERICA CORP 3.3%
S&P GLOBAL, INC. 2.0%
WELLS FARGO & CO 1.9%
SCHWAB (CHARLES) CORP 1.9%
MORGAN STANLEY 1.5%
BLACKROCK INC 1.5%
CHUBB LIMITED 1.3%
MARSH & MCLENNAN COS 1.3%
XLF Underweight Relative to JHMF
VISA INC-CLASS A SHARES -3.6%
MASTERCARD INC-CLASS A -3.1%
PAYPAL HOLDINGS INC -1.0%
EQUIFAX INC -0.8%
FISERV INC -0.8%
GLOBAL PAYMENTS INC -0.7%
LPL FINANCIAL HOLDINGS INC -0.7%
BLACKSTONE GROUP LP/THE -0.7%
FIDELITY NATIONAL INFORMATIO -0.7%
TRAVELERS COS INC/THE -0.7%
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