Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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98
Number of overlapping holdings
25.7%
% of VFH's 408 holdings also in IYG
99.0%
% of IYG's 102 holdings also in VFH
Overlap by Weight
Sector Drift (VFH minus IYG)
Overlapping Holdings
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| Company | Weight in VFH |
Weight in IYG |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 8.8% | 11.4% | 8.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 7.8% | 14.0% | 7.8% |
|
MASTERCARD INCORPORATED CLASS A | 5.4% | 7.0% | 5.4% |
|
VISA INC. CLASS A | 4.2% | 8.4% | 4.2% |
|
BANK OF AMERICA CORP | 4.1% | 5.1% | 4.1% |
Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to IYG
|
PROGRESSIVE CORP | 1.9% |
|
FISERV, INC. | 1.5% |
|
CHUBB LIMITED | 1.4% |
|
MARSH & MCLENNAN COS | 1.4% |
|
PAYPAL HOLDINGS INC | 1.1% |
 |
AON PLC CLASS A | 0.9% |
|
ARTHUR J GALLAGHER & CO | 0.8% |
|
AFLAC INC | 0.7% |
|
TRAVELERS COS INC/THE | 0.7% |
|
ALLSTATE CORP | 0.6% |
VFH Underweight Relative to IYG
|
BERKSHIRE HATHAWAY INC-CL B | -6.3% |
|
VISA INC. CLASS A | -4.3% |
|
JPMORGAN CHASE & CO | -2.6% |
|
MASTERCARD INCORPORATED CLASS A | -1.6% |
|
BANK OF AMERICA CORP | -1.0% |
|
WELLS FARGO & CO | -0.9% |
|
MORGAN STANLEY | -0.7% |
|
GOLDMAN SACHS GROUP INC | -0.7% |
|
S&P GLOBAL, INC. | -0.6% |
|
AMERICAN EXPRESS CO | -0.6% |