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
OVERLAP
13%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
IYF
141
HOLDINGS
16%
ALSO IN KBWP
KBWP
26
HOLDINGS
91%
ALSO IN IYF
SECTOR DRIFT (IYF minus KBWP)
OVERLAPPING HOLDINGS
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| Company | Weight in IYF |
Weight in KBWP |
Overlap | |
|---|---|---|---|---|
 |
PROGRESSIVE CORP | 1.9% | 7.8% | 1.9% |
|
CHUBB LIMITED | 1.7% | 8.3% | 1.7% |
|
MARSH & MCLENNAN COS | 1.4% | 7.9% | 1.4% |
 |
AON PLC CLASS A | 1.1% | 7.8% | 1.1% |
|
ARTHUR J GALLAGHER & CO | 1.0% | 4.1% | 1.0% |
IYF Overweight Relative to KBWP
|
BERKSHIRE HATHAWAY INC-CL B | 11.5% |
|
JPMORGAN CHASE & CO | 11.2% |
|
BANK OF AMERICA CORP | 4.5% |
|
WELLS FARGO & CO | 4.2% |
|
GOLDMAN SACHS GROUP INC | 4.0% |
|
CITIGROUP INC | 3.2% |
|
MORGAN STANLEY | 3.2% |
|
SCHWAB (CHARLES) CORP | 2.6% |
|
BLACKROCK INC | 2.5% |
|
S&P GLOBAL, INC. | 2.5% |
IYF Underweight Relative to KBWP
|
TRAVELERS COS INC/THE | -6.8% |
|
AON PLC CLASS A | -6.7% |
|
CHUBB LIMITED | -6.6% |
|
MARSH & MCLENNAN COS | -6.5% |
|
PROGRESSIVE CORP | -5.9% |
|
AMERICAN INTERNATIONAL GROUP | -3.8% |
 |
EVEREST RE GROUP LTD | -3.7% |
|
BROWN & BROWN INC | -3.5% |
|
ARCH CAPITAL GROUP LTD | -3.5% |
|
CINCINNATI FINANCIAL CORP | -3.4% |