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
41
Number of overlapping holdings
30.6%
% of IYF's 137 holdings also in KIE
77.4%
% of KIE's 53 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus KIE)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in IYF |
Weight in KIE |
Overlap | |
|---|---|---|---|---|
 |
MARSH & MCLENNAN COS | 2.1% | 1.9% | 1.9% |
|
CHUBB LIMITED | 2.1% | 1.9% | 1.9% |
|
PROGRESSIVE CORP | 2.9% | 1.8% | 1.8% |
|
ARTHUR J GALLAGHER & CO | 1.5% | 1.9% | 1.5% |
 |
AON PLC CLASS A | 1.4% | 1.8% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to KIE
|
BERKSHIRE HATHAWAY INC-CL B | 13.4% |
|
JPMORGAN CHASE & CO | 9.8% |
|
BANK OF AMERICA CORP | 4.5% |
|
WELLS FARGO & CO | 4.0% |
|
GOLDMAN SACHS GROUP INC | 2.9% |
|
S&P GLOBAL, INC. | 2.8% |
|
BLACKROCK INC | 2.4% |
|
CITIGROUP INC | 2.3% |
|
MORGAN STANLEY | 2.3% |
|
SCHWAB (CHARLES) CORP | 2.3% |
IYF Underweight Relative to KIE
|
BRP GROUP INC CLASS A | -2.0% |
|
GENWORTH FINANCIAL INC-CL A | -2.0% |
|
SELECTIVE INSURANCE GROUP | -2.0% |
|
CNO FINANCIAL GROUP INC | -1.9% |
|
PALOMAR HOLDINGS, INC. | -1.9% |
|
MERCURY GENERAL CORP | -1.9% |
|
BRIGHTHOUSE FINANCIAL, INC. | -1.9% |
|
RLI CORP | -1.8% |
|
GOOSEHEAD INSURANCE, INC. CLASS A | -1.8% |
 |
AXIS CAPITAL HOLDINGS LTD | -1.8% |