Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
IYF
142
HOLDINGS
13%
ALSO IN PFI
PFI
46
HOLDINGS
44%
ALSO IN IYF
SECTOR DRIFT (IYF minus PFI)
OVERLAPPING HOLDINGS
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| Company | Weight in IYF |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 10.9% | 6.0% | 6.0% |
|
MORGAN STANLEY | 3.2% | 4.4% | 3.2% |
|
CITIGROUP INC | 3.2% | 2.9% | 2.9% |
|
BANK OF NEW YORK MELLON CORP | 1.5% | 3.2% | 1.5% |
|
TRAVELERS COS INC/THE | 1.3% | 2.9% | 1.3% |
IYF Overweight Relative to PFI
|
BERKSHIRE HATHAWAY INC-CL B | 12.3% |
|
JPMORGAN CHASE & CO | 5.0% |
|
WELLS FARGO & CO | 3.7% |
|
BANK OF AMERICA CORP | 3.7% |
|
GOLDMAN SACHS GROUP INC | 3.5% |
|
BLACKROCK INC | 2.7% |
|
SCHWAB (CHARLES) CORP | 2.2% |
|
S&P GLOBAL, INC. | 2.1% |
|
PROGRESSIVE CORP | 2.1% |
|
CHUBB LIMITED | 2.0% |
IYF Underweight Relative to PFI
|
INTERACTIVE BROKERS GRO-CL A | -4.2% |
|
WELLTOWER, INC. | -3.5% |
|
SIMON PROPERTY GROUP INC | -3.3% |
|
VENTAS INC | -2.9% |
|
HYPERLIQUID STRATEGIES | -2.6% |
|
INVESCO LTD | -2.6% |
|
CBOE HOLDINGS INC | -2.6% |
|
VICTORY CAPITAL HOLDING - A | -2.4% |
|
JACKSON FINANCIAL INCORPORATION CLAS | -2.3% |
|
COREBRIDGE FINANCIAL INC | -2.2% |