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
24
Number of overlapping holdings
24.2%
% of IYG's 102 holdings also in IAI
77.4%
% of IAI's 33 holdings also in IYG
Overlap by Weight
Sector Drift (IYG minus IAI)
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 IYG |
Weight in IAI |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 2.8% | 14.0% | 2.8% |
|
S&P GLOBAL, INC. | 2.6% | 13.1% | 2.6% |
|
MORGAN STANLEY | 2.4% | 11.8% | 2.4% |
|
SCHWAB (CHARLES) CORP | 2.2% | 6.4% | 2.2% |
|
INTERCONTINENTALEXCHANGE INC | 1.7% | 4.5% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to IAI
|
BERKSHIRE HATHAWAY INC-CL B | 16.1% |
|
JPMORGAN CHASE & CO | 11.3% |
|
VISA INC. CLASS A | 9.9% |
|
MASTERCARD INCORPORATED CLASS A | 7.4% |
|
BANK OF AMERICA CORP | 4.6% |
|
WELLS FARGO & CO | 3.9% |
|
AMERICAN EXPRESS CO | 2.5% |
|
BLACKROCK INC | 2.3% |
|
CITIGROUP INC | 2.2% |
|
BLACKSTONE GROUP LP/THE | 1.7% |
IYG Underweight Relative to IAI
|
GOLDMAN SACHS GROUP INC | -11.1% |
|
S&P GLOBAL, INC. | -10.4% |
|
MORGAN STANLEY | -9.4% |
|
SCHWAB (CHARLES) CORP | -4.2% |
|
MSCI INC-A | -3.8% |
|
MOODY'S CORP | -3.4% |
|
COINBASE GLOBAL, INC. CLASS A | -3.4% |
|
NASDAQ OMX GROUP/THE | -3.3% |
|
ROBINHOOD MARKETS, INC. CLASS A | -3.2% |
|
CME GROUP INC | -2.9% |