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
18%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
XLF
76
HOLDINGS
20%
ALSO IN IAI
IAI
33
HOLDINGS
50%
ALSO IN XLF
SECTOR DRIFT (XLF minus IAI)
OVERLAPPING HOLDINGS
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| Company | Weight in XLF |
Weight in IAI |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 3.5% | 18.0% | 3.5% |
|
MORGAN STANLEY | 2.8% | 14.4% | 2.8% |
|
S&P GLOBAL, INC. | 2.1% | 4.9% | 2.1% |
|
SCHWAB (CHARLES) CORP | 2.1% | 10.7% | 2.1% |
|
CME GROUP INC | 1.2% | 4.4% | 1.2% |
XLF Overweight Relative to IAI
|
BERKSHIRE HATHAWAY INC-CL B | 11.5% |
|
JPMORGAN CHASE & CO | 11.2% |
|
VISA INC. CLASS A | 7.4% |
|
MASTERCARD INCORPORATED CLASS A | 5.9% |
|
BANK OF AMERICA CORP | 4.7% |
|
WELLS FARGO & CO | 3.8% |
|
CITIGROUP INC | 2.7% |
|
AMERICAN EXPRESS CO | 2.5% |
|
CAPITAL ONE FINANCIAL CORP | 2.0% |
|
BLACKROCK INC | 2.0% |
XLF Underweight Relative to IAI
|
GOLDMAN SACHS GROUP INC | -14.5% |
|
MORGAN STANLEY | -11.5% |
|
SCHWAB (CHARLES) CORP | -8.6% |
|
MOODY'S CORP | -3.9% |
|
NASDAQ OMX GROUP/THE | -3.8% |
|
MSCI INC-A | -3.7% |
|
INTERCONTINENTALEXCHANGE INC | -3.4% |
|
COINBASE GLOBAL, INC. CLASS A | -3.2% |
|
CME GROUP INC | -3.2% |
|
LPL FINANCIAL HOLDINGS INC | -2.8% |