Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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44
Number of overlapping holdings
44.4%
% of IYG's 102 holdings also in XLF
60.3%
% of XLF's 73 holdings also in IYG
Overlap by Weight
Sector Drift (IYG minus XLF)
Overlapping Holdings
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| Company | Weight in IYG |
Weight in XLF |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 16.1% | 14.0% | 14.0% |
|
JPMORGAN CHASE & CO | 11.3% | 9.8% | 9.8% |
|
VISA INC. CLASS A | 9.9% | 8.6% | 8.6% |
|
MASTERCARD INCORPORATED CLASS A | 7.4% | 6.4% | 6.4% |
|
BANK OF AMERICA CORP | 4.6% | 4.0% | 4.0% |
Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | 2.2% |
|
JPMORGAN CHASE & CO | 1.5% |
|
VISA INC. CLASS A | 1.3% |
|
MASTERCARD INCORPORATED CLASS A | 1.0% |
|
BANK OF AMERICA CORP | 0.6% |
|
COINBASE GLOBAL, INC. CLASS A | 0.6% |
|
WELLS FARGO & CO | 0.5% |
|
ROBINHOOD MARKETS, INC. CLASS A | 0.5% |
|
ARES MANAGEMENT LP | 0.5% |
|
LPL FINANCIAL HOLDINGS INC | 0.4% |
IYG Underweight Relative to XLF
|
PROGRESSIVE CORP | -2.4% |
|
FISERV, INC. | -1.8% |
|
MARSH & MCLENNAN COS | -1.7% |
|
CHUBB LIMITED | -1.6% |
|
ARTHUR J GALLAGHER & CO | -1.3% |
 |
AON PLC CLASS A | -1.2% |
|
PAYPAL HOLDINGS INC | -0.9% |
|
TRAVELERS COS INC/THE | -0.9% |
|
ALLSTATE CORP | -0.8% |
|
AFLAC INC | -0.8% |