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
17%
OVERLAP
BY WEIGHT
30
# OF OVERLAPPING
HOLDINGS
VFH
422
HOLDINGS
8%
ALSO IN IAI
IAI
33
HOLDINGS
100%
ALSO IN VFH
SECTOR DRIFT (VFH minus IAI)
OVERLAPPING HOLDINGS
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| Company | Weight in VFH |
Weight in IAI |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 3.0% | 17.9% | 3.0% |
|
MORGAN STANLEY | 2.4% | 13.9% | 2.4% |
|
SCHWAB (CHARLES) CORP | 2.0% | 11.0% | 2.0% |
|
S&P GLOBAL, INC. | 1.7% | 4.3% | 1.7% |
|
CME GROUP INC | 1.4% | 5.7% | 1.4% |
VFH Overweight Relative to IAI
|
JPMORGAN CHASE & CO | 9.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 8.4% |
|
MASTERCARD INCORPORATED CLASS A | 5.3% |
|
VISA INC. CLASS A | 4.2% |
|
BANK OF AMERICA CORP | 4.1% |
|
WELLS FARGO & CO | 3.1% |
|
CITIGROUP INC | 2.4% |
|
AMERICAN EXPRESS CO | 2.1% |
|
BLACKROCK INC | 1.9% |
|
CHUBB LIMITED | 1.6% |
VFH Underweight Relative to IAI
|
GOLDMAN SACHS GROUP INC | -14.8% |
|
MORGAN STANLEY | -11.5% |
|
SCHWAB (CHARLES) CORP | -9.0% |
|
CME GROUP INC | -4.4% |
|
MSCI INC-A | -4.0% |
|
INTERCONTINENTALEXCHANGE INC | -3.8% |
|
MOODY'S CORP | -3.8% |
|
NASDAQ OMX GROUP/THE | -3.8% |
|
COINBASE GLOBAL, INC. CLASS A | -3.2% |
|
CBOE HOLDINGS INC | -2.9% |