Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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30
Number of overlapping holdings
7.9%
% of VFH's 408 holdings also in IAI
100.0%
% of IAI's 32 holdings also in VFH
Overlap by Weight
Sector Drift (VFH minus IAI)
Overlapping Holdings
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| Company | Weight in VFH |
Weight in IAI |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 2.4% | 14.4% | 2.4% |
|
MORGAN STANLEY | 2.0% | 12.9% | 2.0% |
|
S&P GLOBAL, INC. | 2.0% | 12.4% | 2.0% |
|
SCHWAB (CHARLES) CORP | 1.5% | 4.9% | 1.5% |
|
INTERCONTINENTALEXCHANGE INC | 1.1% | 3.6% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to IAI
|
JPMORGAN CHASE & CO | 8.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 7.8% |
|
MASTERCARD INCORPORATED CLASS A | 5.4% |
|
VISA INC. CLASS A | 4.2% |
|
BANK OF AMERICA CORP | 4.1% |
|
WELLS FARGO & CO | 3.2% |
|
AMERICAN EXPRESS CO | 2.1% |
|
BLACKROCK INC | 1.9% |
|
PROGRESSIVE CORP | 1.9% |
|
CITIGROUP INC | 1.6% |
VFH Underweight Relative to IAI
|
GOLDMAN SACHS GROUP INC | -12.1% |
|
MORGAN STANLEY | -10.8% |
|
S&P GLOBAL, INC. | -10.4% |
|
COINBASE GLOBAL, INC. CLASS A | -6.5% |
|
NASDAQ OMX GROUP/THE | -3.5% |
|
SCHWAB (CHARLES) CORP | -3.4% |
|
MSCI INC-A | -3.4% |
|
RAYMOND JAMES FINANCIAL INC | -3.2% |
|
CME GROUP INC | -2.8% |
|
MOODY'S CORP | -2.7% |