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
21
Number of overlapping holdings
15.7%
% of IYF's 137 holdings also in PFI
48.8%
% of PFI's 43 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus PFI)
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 PFI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 9.3% | 4.8% | 4.8% |
|
PROGRESSIVE CORP | 2.9% | 6.3% | 2.9% |
|
BERKSHIRE HATHAWAY INC-CL B | 12.9% | 2.0% | 2.0% |
|
BLACKROCK INC | 2.4% | 2.0% | 2.0% |
|
GOLDMAN SACHS GROUP INC | 2.9% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to PFI
|
BERKSHIRE HATHAWAY INC-CL B | 10.9% |
|
BANK OF AMERICA CORP | 4.7% |
|
JPMORGAN CHASE & CO | 4.5% |
|
S&P GLOBAL, INC. | 2.7% |
|
SCHWAB (CHARLES) CORP | 2.4% |
|
MORGAN STANLEY | 2.4% |
|
CITIGROUP INC | 2.3% |
|
CHUBB LIMITED | 2.2% |
|
WELLS FARGO & CO | 2.1% |
|
MARSH & MCLENNAN COS | 2.1% |
IYF Underweight Relative to PFI
|
MASTERCARD INCORPORATED CLASS A | -6.5% |
|
AMERIPRISE FINANCIAL INC | -4.4% |
|
VISA INC. CLASS A | -4.0% |
|
MR. COOPER GROUP, INC. | -3.4% |
|
PROGRESSIVE CORP | -3.4% |
|
UNUM GROUP | -2.8% |
|
AMERICAN EXPRESS CO | -2.7% |
|
BROWN & BROWN INC | -2.6% |
|
WELLTOWER, INC. | -2.2% |
|
RAYMOND JAMES FINANCIAL INC | -2.1% |