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
129
Number of overlapping holdings
33.8%
% of VFH's 408 holdings also in IYF
96.3%
% of IYF's 137 holdings also in VFH
Overlap by Weight
Sector Drift (VFH minus IYF)
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 VFH |
Weight in IYF |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 8.8% | 9.9% | 8.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 7.8% | 11.8% | 7.8% |
|
BANK OF AMERICA CORP | 4.1% | 4.7% | 4.1% |
|
WELLS FARGO & CO | 3.2% | 4.4% | 3.2% |
|
GOLDMAN SACHS GROUP INC | 2.4% | 3.2% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to IYF
|
MASTERCARD INCORPORATED CLASS A | 5.4% |
|
VISA INC. CLASS A | 4.2% |
|
AMERICAN EXPRESS CO | 2.1% |
|
FISERV, INC. | 1.5% |
|
PAYPAL HOLDINGS INC | 1.1% |
|
CAPITAL ONE FINANCIAL CORP | 0.9% |
|
FIDELITY NATIONAL INFORMATION SERVIC | 0.6% |
|
BLOCK INC. | 0.6% |
|
GLOBAL PAYMENTS INC. | 0.4% |
|
SYNCHRONY FINANCIAL | 0.3% |
VFH Underweight Relative to IYF
|
BERKSHIRE HATHAWAY INC-CL B | -4.0% |
|
WELLS FARGO & CO | -1.2% |
|
JPMORGAN CHASE & CO | -1.1% |
|
GOLDMAN SACHS GROUP INC | -0.8% |
 |
NU HOLDINGS LTD. CLASS A | -0.8% |
|
BLACKROCK INC | -0.7% |
|
PROGRESSIVE CORP | -0.7% |
|
S&P GLOBAL, INC. | -0.6% |
|
APOLLO GLOBAL MANAGEMENT INC. | -0.6% |
|
BANK OF AMERICA CORP | -0.6% |