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
84%
OVERLAP
BY WEIGHT
46
# OF OVERLAPPING
HOLDINGS
IYG
100
HOLDINGS
49%
ALSO IN XLF
XLF
76
HOLDINGS
61%
ALSO IN IYG
SECTOR DRIFT (IYG minus XLF)
OVERLAPPING HOLDINGS
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| Company | Weight in IYG |
Weight in XLF |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 12.9% | 11.7% | 11.7% |
|
BERKSHIRE HATHAWAY INC-CL B | 12.5% | 11.3% | 11.3% |
|
VISA INC. CLASS A | 8.4% | 7.6% | 7.6% |
|
MASTERCARD INCORPORATED CLASS A | 6.3% | 5.7% | 5.7% |
|
BANK OF AMERICA CORP | 5.5% | 5.0% | 5.0% |
IYG Overweight Relative to XLF
|
JPMORGAN CHASE & CO | 1.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.2% |
|
VISA INC. CLASS A | 0.8% |
|
MASTERCARD INCORPORATED CLASS A | 0.6% |
|
BANK OF AMERICA CORP | 0.5% |
|
LPL FINANCIAL HOLDINGS INC | 0.4% |
|
GOLDMAN SACHS GROUP INC | 0.4% |
|
WELLS FARGO & CO | 0.3% |
|
MORGAN STANLEY | 0.3% |
|
SOFI TECHNOLOGIES INC | 0.3% |
IYG Underweight Relative to XLF
|
PROGRESSIVE CORP | -1.6% |
|
CHUBB LIMITED | -1.5% |
|
MARSH & MCLENNAN COS | -1.1% |
|
TRAVELERS COS INC/THE | -1.0% |
 |
AON PLC CLASS A | -0.8% |
|
ARTHUR J GALLAGHER & CO | -0.8% |
|
ALLSTATE CORP | -0.8% |
|
AFLAC INC | -0.7% |
|
METLIFE INC | -0.6% |
|
PAYPAL HOLDINGS INC | -0.6% |