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
21
Number of overlapping holdings
15.7%
% of IYF's 137 holdings also in DDIV
42.0%
% of DDIV's 51 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus DDIV)
Overlapping Holdings
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| Company | Weight in IYF |
Weight in DDIV |
Overlap | |
|---|---|---|---|---|
 |
WELLS FARGO & CO | 4.2% | 2.3% | 2.3% |
|
GOLDMAN SACHS GROUP INC | 3.3% | 1.7% | 1.7% |
|
JPMORGAN CHASE & CO | 11.2% | 1.6% | 1.6% |
|
BLACKSTONE GROUP LP/THE | 1.9% | 1.3% | 1.3% |
|
BANK OF NEW YORK MELLON CORP | 1.1% | 2.5% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to DDIV
|
BERKSHIRE HATHAWAY INC-CL B | 12.5% |
|
JPMORGAN CHASE & CO | 9.6% |
|
BANK OF AMERICA CORP | 4.5% |
|
S&P GLOBAL, INC. | 2.7% |
|
MORGAN STANLEY | 2.6% |
|
CITIGROUP INC | 2.6% |
|
PROGRESSIVE CORP | 2.5% |
|
BLACKROCK INC | 2.3% |
|
SCHWAB (CHARLES) CORP | 2.2% |
|
WELLS FARGO & CO | 2.0% |
IYF Underweight Relative to DDIV
|
ANTERO MIDSTREAM PARTNERS LP | -5.2% |
|
SIMON PROPERTY GROUP INC | -4.3% |
|
LAMAR ADVERTISING COMPANY CLASS A | -4.3% |
|
BRIXMOR PROPERTY GROUP INC | -3.9% |
|
REGENCY CENTERS CORP | -3.6% |
|
KINDER MORGAN INC | -3.4% |
|
ONEOK INC | -3.2% |
|
INTERNATIONAL PAPER CO | -3.1% |
|
WILLIAMS COS INC | -3.1% |
 |
POPULAR INC | -2.8% |