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
13
Number of overlapping holdings
18.6%
% of RSPF's 70 holdings also in IAI
43.3%
% of IAI's 32 holdings also in RSPF
Overlap by Weight
Sector Drift (RSPF minus IAI)
Overlapping Holdings
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| Company | Weight in RSPF |
Weight in IAI |
Overlap | |
|---|---|---|---|---|
 |
MORGAN STANLEY | 1.7% | 12.9% | 1.7% |
|
RAYMOND JAMES FINANCIAL INC | 1.7% | 3.6% | 1.7% |
|
SCHWAB (CHARLES) CORP | 1.6% | 4.9% | 1.6% |
|
GOLDMAN SACHS GROUP INC | 1.5% | 14.4% | 1.5% |
|
FACTSET RESEARCH SYSTEMS INC | 1.4% | 2.2% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
RSPF Overweight Relative to IAI
|
WELLS FARGO & CO | 1.8% |
|
SYNCHRONY FINANCIAL | 1.7% |
|
DISCOVER FINANCIAL SERVICES | 1.7% |
|
CAPITAL ONE FINANCIAL CORP | 1.7% |
|
AMERIPRISE FINANCIAL INC | 1.6% |
|
M & T BANK CORP | 1.6% |
|
HUNTINGTON BANCSHARES INC | 1.5% |
|
PAYPAL HOLDINGS INC | 1.5% |
|
KKR & CO LP | 1.5% |
|
NORTHERN TRUST CORP | 1.5% |
RSPF Underweight Relative to IAI
|
GOLDMAN SACHS GROUP INC | -12.9% |
|
S&P GLOBAL, INC. | -11.2% |
|
MORGAN STANLEY | -11.2% |
|
COINBASE GLOBAL, INC. CLASS A | -7.3% |
|
SCHWAB (CHARLES) CORP | -3.3% |
|
LPL FINANCIAL HOLDINGS INC | -2.8% |
|
ROBINHOOD MARKETS, INC. CLASS A | -2.7% |
|
MSCI INC-A | -2.6% |
|
NASDAQ OMX GROUP/THE | -2.6% |
|
CME GROUP INC | -2.6% |