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
24
Number of overlapping holdings
17.9%
% of IYF's 137 holdings also in IAI
80.0%
% of IAI's 32 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus IAI)
Overlapping Holdings
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| Company | Weight in IYF |
Weight in IAI |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 3.2% | 14.4% | 3.2% |
|
S&P GLOBAL, INC. | 2.7% | 12.4% | 2.7% |
|
MORGAN STANLEY | 2.6% | 12.9% | 2.6% |
|
SCHWAB (CHARLES) CORP | 2.0% | 4.9% | 2.0% |
|
INTERCONTINENTALEXCHANGE INC | 1.5% | 3.6% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to IAI
|
BERKSHIRE HATHAWAY INC-CL B | 11.8% |
|
JPMORGAN CHASE & CO | 9.9% |
|
BANK OF AMERICA CORP | 4.7% |
|
WELLS FARGO & CO | 4.4% |
|
BLACKROCK INC | 2.6% |
|
PROGRESSIVE CORP | 2.5% |
|
CITIGROUP INC | 2.2% |
|
BLACKSTONE GROUP LP/THE | 2.2% |
|
CHUBB LIMITED | 2.0% |
|
MARSH & MCLENNAN COS | 1.8% |
IYF Underweight Relative to IAI
|
GOLDMAN SACHS GROUP INC | -11.3% |
|
MORGAN STANLEY | -10.2% |
|
S&P GLOBAL, INC. | -9.8% |
|
COINBASE GLOBAL, INC. CLASS A | -6.3% |
|
NASDAQ OMX GROUP/THE | -3.4% |
|
MSCI INC-A | -3.2% |
|
RAYMOND JAMES FINANCIAL INC | -3.1% |
|
SCHWAB (CHARLES) CORP | -2.9% |
|
CME GROUP INC | -2.5% |
|
MOODY'S CORP | -2.4% |