Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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6
Number of overlapping holdings
12.2%
% of SHRY's 51 holdings also in IAK
11.3%
% of IAK's 53 holdings also in SHRY
Overlap by Weight
Sector Drift (SHRY minus IAK)
Overlapping Holdings
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| Company | Weight in SHRY |
Weight in IAK |
Overlap | |
|---|---|---|---|---|
 |
HARTFORD FINANCIAL SVCS GRP | 2.7% | 3.9% | 2.7% |
|
AFLAC INC | 2.4% | 6.0% | 2.4% |
|
METLIFE INC | 2.4% | 4.8% | 2.4% |
|
PRINCIPAL FINANCIAL GROUP | 4.6% | 2.0% | 2.0% |
|
TRAVELERS COS INC/THE | 1.5% | 6.3% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
SHRY Overweight Relative to IAK
|
ALTRIA GROUP INC | 5.2% |
|
AMERIPRISE FINANCIAL INC | 4.9% |
|
CARDINAL HEALTH INC | 4.1% |
|
EOG RESOURCES, INC. | 3.7% |
|
CHARTER COMMUNICATIONS, INC. CLASS A | 3.6% |
|
KINDER MORGAN INC | 3.4% |
|
MCKESSON CORP | 3.0% |
|
HP INC. | 3.0% |
|
LYONDELLBASELL INDU-CL A | 2.8% |
|
PRINCIPAL FINANCIAL GROUP | 2.6% |
SHRY Underweight Relative to IAK
|
PROGRESSIVE CORP | -16.4% |
|
CHUBB LIMITED | -10.5% |
|
ALLSTATE CORP | -5.2% |
|
TRAVELERS COS INC/THE | -4.8% |
|
AMERICAN INTERNATIONAL GROUP | -4.6% |
|
PRUDENTIAL FINANCIAL INC | -4.5% |
 |
ARCH CAPITAL GROUP LTD | -4.2% |
|
AFLAC INC | -3.6% |
|
MARKEL CORP | -2.7% |
|
CINCINNATI FINANCIAL CORP | -2.7% |