Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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27
Number of overlapping holdings
20.1%
% of IYF's 137 holdings also in LGCF
36.0%
% of LGCF's 75 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus LGCF)
Overlapping Holdings
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| Company | Weight in IYF | Weight in LGCF | Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 9.3% | 5.2% | 5.2% |
|
WELLS FARGO & CO | 4.0% | 4.9% | 4.0% |
|
PROGRESSIVE CORP | 2.9% | 3.7% | 2.9% |
|
CHUBB LIMITED | 2.2% | 2.7% | 2.2% |
|
APOLLO GLOBAL MANAGEMENT INC. | 1.2% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to LGCF
|
BERKSHIRE HATHAWAY INC-CL B | 12.9% |
|
BANK OF AMERICA CORP | 4.7% |
|
JPMORGAN CHASE & CO | 4.1% |
|
GOLDMAN SACHS GROUP INC | 2.9% |
|
S&P GLOBAL, INC. | 2.7% |
|
BLACKROCK INC | 2.4% |
|
SCHWAB (CHARLES) CORP | 2.4% |
|
MORGAN STANLEY | 2.4% |
|
CITIGROUP INC | 2.3% |
|
MARSH & MCLENNAN COS | 2.1% |
IYF Underweight Relative to LGCF
|
EXXON MOBIL CORP | -4.9% |
|
ABBVIE INC | -4.5% |
|
CHEVRON CORP | -4.5% |
|
UBER TECHNOLOGIES, INC. | -3.7% |
|
AMERICAN EXPRESS CO | -3.3% |
|
GILEAD SCIENCES INC | -3.1% |
|
PFIZER INC | -3.0% |
|
CONOCOPHILLIPS | -2.8% |
|
BRISTOL-MYERS SQUIBB CO | -2.4% |
|
ALTRIA GROUP INC | -2.3% |