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
32%
OVERLAP
BY WEIGHT
24
# OF OVERLAPPING
HOLDINGS
IYF
142
HOLDINGS
18%
ALSO IN NYNY
NYNY
49
HOLDINGS
49%
ALSO IN IYF
SECTOR DRIFT (IYF minus NYNY)
OVERLAPPING HOLDINGS
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| Company | Weight in IYF |
Weight in NYNY |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 10.9% | 4.2% | 4.2% |
|
GOLDMAN SACHS GROUP INC | 3.5% | 3.7% | 3.5% |
|
MORGAN STANLEY | 3.2% | 3.8% | 3.2% |
|
CITIGROUP INC | 3.2% | 4.0% | 3.2% |
|
BLACKROCK INC | 2.7% | 4.3% | 2.7% |
IYF Overweight Relative to NYNY
|
BERKSHIRE HATHAWAY INC-CL B | 12.3% |
|
JPMORGAN CHASE & CO | 6.8% |
|
WELLS FARGO & CO | 3.7% |
|
BANK OF AMERICA CORP | 3.7% |
|
SCHWAB (CHARLES) CORP | 2.2% |
|
PROGRESSIVE CORP | 2.1% |
|
CHUBB LIMITED | 2.0% |
|
CME GROUP INC | 1.7% |
|
INTERCONTINENTALEXCHANGE INC | 1.5% |
|
US BANCORP | 1.4% |
IYF Underweight Relative to NYNY
|
PFIZER INC | -5.2% |
|
VERIZON COMMUNICATIONS INC | -4.3% |
|
AMERICAN EXPRESS CO | -4.2% |
|
DATADOG INC CLASS A | -2.4% |
|
COLGATE-PALMOLIVE CO | -2.2% |
|
S&P GLOBAL, INC. | -1.8% |
|
BLACKROCK INC | -1.6% |
|
BANK OF NEW YORK MELLON CORP | -1.6% |
|
MARSH & MCLENNAN COS | -1.4% |
|
BLACKSTONE GROUP LP/THE | -1.4% |