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
60
Number of overlapping holdings
44.8%
% of IYF's 137 holdings also in XLF
83.3%
% of XLF's 72 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus XLF)
Overlapping Holdings
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| Company | Weight in IYF |
Weight in XLF |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 11.8% | 12.4% | 11.8% |
|
JPMORGAN CHASE & CO | 9.9% | 10.1% | 9.9% |
|
BANK OF AMERICA CORP | 4.7% | 4.6% | 4.6% |
|
WELLS FARGO & CO | 4.4% | 3.7% | 3.7% |
|
GOLDMAN SACHS GROUP INC | 3.2% | 2.7% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to XLF
|
APOLLO GLOBAL MANAGEMENT INC. | 1.4% |
|
COINBASE GLOBAL, INC. CLASS A | 1.0% |
 |
NU HOLDINGS LTD. CLASS A | 0.8% |
|
WELLS FARGO & CO | 0.7% |
|
ARES MANAGEMENT LP | 0.5% |
|
BLACKROCK INC | 0.5% |
|
BROADRIDGE FINANCIAL SOLUTIO | 0.4% |
|
GOLDMAN SACHS GROUP INC | 0.4% |
|
CHUBB LIMITED | 0.4% |
|
LPL FINANCIAL HOLDINGS INC | 0.4% |
IYF Underweight Relative to XLF
|
VISA INC. CLASS A | -7.5% |
|
MASTERCARD INCORPORATED CLASS A | -6.2% |
|
AMERICAN EXPRESS CO | -2.3% |
|
FISERV, INC. | -1.8% |
|
PAYPAL HOLDINGS INC | -1.3% |
|
CAPITAL ONE FINANCIAL CORP | -1.0% |
|
FIDELITY NATIONAL INFORMATION SERVIC | -0.7% |
|
BERKSHIRE HATHAWAY INC-CL B | -0.7% |
|
GLOBAL PAYMENTS INC. | -0.4% |
|
SYNCHRONY FINANCIAL | -0.4% |