Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
17.8%
% of XLF's 73 holdings also in IAI
41.9%
% of IAI's 33 holdings also in XLF
Overlap by Weight
Sector Drift (XLF minus IAI)
Overlapping Holdings
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| Company | Weight in XLF |
Weight in IAI |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 2.4% | 13.8% | 2.4% |
|
S&P GLOBAL, INC. | 2.2% | 12.7% | 2.2% |
|
MORGAN STANLEY | 2.1% | 11.7% | 2.1% |
|
SCHWAB (CHARLES) CORP | 2.0% | 6.6% | 2.0% |
|
CME GROUP INC | 1.4% | 4.7% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to IAI
|
BERKSHIRE HATHAWAY INC-CL B | 14.5% |
|
JPMORGAN CHASE & CO | 9.9% |
|
VISA INC. CLASS A | 8.7% |
|
MASTERCARD INCORPORATED CLASS A | 6.4% |
|
BANK OF AMERICA CORP | 3.8% |
|
WELLS FARGO & CO | 3.3% |
|
PROGRESSIVE CORP | 2.4% |
|
AMERICAN EXPRESS CO | 2.1% |
|
BLACKROCK INC | 1.9% |
|
FISERV, INC. | 1.8% |
XLF Underweight Relative to IAI
|
GOLDMAN SACHS GROUP INC | -11.4% |
|
S&P GLOBAL, INC. | -10.5% |
|
MORGAN STANLEY | -9.7% |
|
SCHWAB (CHARLES) CORP | -4.6% |
|
COINBASE GLOBAL, INC. CLASS A | -4.2% |
|
MSCI INC-A | -4.0% |
|
ROBINHOOD MARKETS, INC. CLASS A | -3.8% |
|
MOODY'S CORP | -3.5% |
|
NASDAQ OMX GROUP/THE | -3.4% |
|
CME GROUP INC | -3.3% |