Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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130
Number of overlapping holdings
34.3%
% of FNCL's 402 holdings also in IYF
97.0%
% of IYF's 137 holdings also in FNCL
Overlap by Weight
Sector Drift (FNCL minus IYF)
Overlapping Holdings
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| Company | Weight in FNCL |
Weight in IYF |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 8.8% | 9.9% | 8.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 8.3% | 11.8% | 8.3% |
|
BANK OF AMERICA CORP | 4.3% | 4.7% | 4.3% |
|
WELLS FARGO & CO | 3.1% | 4.4% | 3.1% |
|
GOLDMAN SACHS GROUP INC | 2.3% | 3.2% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
FNCL Overweight Relative to IYF
|
VISA INC. CLASS A | 5.9% |
|
MASTERCARD INCORPORATED CLASS A | 5.2% |
|
AMERICAN EXPRESS CO | 2.0% |
|
FISERV, INC. | 1.4% |
|
PAYPAL HOLDINGS INC | 0.8% |
|
CAPITAL ONE FINANCIAL CORP | 0.8% |
|
FIDELITY NATIONAL INFORMATION SERVIC | 0.6% |
|
BLOCK INC. | 0.5% |
|
GLOBAL PAYMENTS INC. | 0.4% |
|
FIRST CITIZENS BCSHS -CL A | 0.3% |
FNCL Underweight Relative to IYF
|
BERKSHIRE HATHAWAY INC-CL B | -3.5% |
|
WELLS FARGO & CO | -1.3% |
|
JPMORGAN CHASE & CO | -1.1% |
|
GOLDMAN SACHS GROUP INC | -0.8% |
|
MORGAN STANLEY | -0.8% |
|
BLACKROCK INC | -0.8% |
 |
NU HOLDINGS LTD. CLASS A | -0.8% |
|
APOLLO GLOBAL MANAGEMENT INC. | -0.7% |
|
PROGRESSIVE CORP | -0.7% |
|
BLACKSTONE GROUP LP/THE | -0.7% |