Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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40
Number of overlapping holdings
29.9%
% of IYF's 137 holdings also in KCE
69.0%
% of KCE's 58 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus KCE)
Overlapping Holdings
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| Company | Weight in IYF |
Weight in KCE |
Overlap | |
|---|---|---|---|---|
 |
MORGAN STANLEY | 2.6% | 2.0% | 2.0% |
|
SCHWAB (CHARLES) CORP | 2.0% | 1.9% | 1.9% |
|
GOLDMAN SACHS GROUP INC | 3.2% | 1.8% | 1.8% |
|
BLACKSTONE GROUP LP/THE | 2.2% | 1.7% | 1.7% |
|
BLACKROCK INC | 2.6% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to KCE
|
BERKSHIRE HATHAWAY INC-CL B | 11.8% |
|
JPMORGAN CHASE & CO | 9.9% |
|
BANK OF AMERICA CORP | 4.7% |
|
WELLS FARGO & CO | 4.4% |
|
PROGRESSIVE CORP | 2.5% |
|
CITIGROUP INC | 2.2% |
|
CHUBB LIMITED | 2.0% |
|
MARSH & MCLENNAN COS | 1.8% |
|
APOLLO GLOBAL MANAGEMENT INC. | 1.4% |
|
PNC FINANCIAL SERVICES GROUP | 1.4% |
IYF Underweight Relative to KCE
|
PJT PARTNERS, INC. CLASS A | -1.8% |
|
PIPER JAFFRAY COS | -1.8% |
|
HAMILTON LANE INCORPORATED CLASS A | -1.8% |
|
STEPSTONE GROUP, INC. CLASS A | -1.8% |
|
LPL FINANCIAL HOLDINGS INC | -1.8% |
|
VICTORY CAPITAL HOLDING - A | -1.8% |
|
ROBINHOOD MARKETS, INC. CLASS A | -1.8% |
|
FEDERATED INVESTORS INC-CL B | -1.8% |
|
STIFEL FINANCIAL CORP | -1.7% |
|
INTERACTIVE BROKERS GRO-CL A | -1.7% |