Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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41
Number of overlapping holdings
30.6%
% of IYF's 137 holdings also in KIE
80.4%
% of KIE's 51 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus KIE)
Overlapping Holdings
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| Company | Weight in IYF |
Weight in KIE |
Overlap | |
|---|---|---|---|---|
 |
PROGRESSIVE CORP | 2.5% | 1.9% | 1.9% |
|
CHUBB LIMITED | 2.0% | 1.9% | 1.9% |
|
MARSH & MCLENNAN COS | 1.8% | 1.8% | 1.8% |
 |
AON PLC CLASS A | 1.3% | 2.0% | 1.3% |
|
ARTHUR J GALLAGHER & CO | 1.1% | 1.8% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to KIE
|
BERKSHIRE HATHAWAY INC-CL B | 11.8% |
|
JPMORGAN CHASE & CO | 9.9% |
|
BANK OF AMERICA CORP | 4.7% |
|
WELLS FARGO & CO | 4.4% |
|
GOLDMAN SACHS GROUP INC | 3.2% |
|
S&P GLOBAL, INC. | 2.7% |
|
MORGAN STANLEY | 2.6% |
|
BLACKROCK INC | 2.6% |
|
CITIGROUP INC | 2.2% |
|
BLACKSTONE GROUP LP/THE | 2.2% |
IYF Underweight Relative to KIE
|
GOOSEHEAD INSURANCE, INC. CLASS A | -2.5% |
|
UNUM GROUP | -2.3% |
|
CNO FINANCIAL GROUP INC | -2.2% |
|
BRIGHTHOUSE FINANCIAL, INC. | -2.2% |
|
LINCOLN NATIONAL CORP | -2.2% |
|
KEMPER CORP | -2.1% |
|
GENWORTH FINANCIAL INC-CL A | -2.0% |
 |
ASSURED GUARANTY LTD | -2.0% |
|
SELECTIVE INSURANCE GROUP | -2.0% |
|
RLI CORP | -2.0% |