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
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 | 2.6% | 14.6% | 2.6% |
|
S&P GLOBAL, INC. | 2.3% | 12.8% | 2.3% |
|
MORGAN STANLEY | 2.3% | 12.8% | 2.3% |
|
SCHWAB (CHARLES) CORP | 1.6% | 5.1% | 1.6% |
|
CME GROUP INC | 1.2% | 4.7% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to IAI
|
BERKSHIRE HATHAWAY INC-CL B | 12.2% |
|
JPMORGAN CHASE & CO | 10.2% |
|
VISA INC. CLASS A | 8.0% |
|
MASTERCARD INCORPORATED CLASS A | 6.2% |
|
BANK OF AMERICA CORP | 4.5% |
|
WELLS FARGO & CO | 3.5% |
|
AMERICAN EXPRESS CO | 2.5% |
|
BLACKROCK INC | 2.1% |
|
PROGRESSIVE CORP | 2.1% |
|
CITIGROUP INC | 2.0% |
XLF Underweight Relative to IAI
|
GOLDMAN SACHS GROUP INC | -12.0% |
|
S&P GLOBAL, INC. | -10.5% |
|
MORGAN STANLEY | -10.5% |
|
COINBASE GLOBAL, INC. CLASS A | -4.0% |
|
MSCI INC-A | -3.7% |
|
SCHWAB (CHARLES) CORP | -3.5% |
|
CME GROUP INC | -3.5% |
|
ROBINHOOD MARKETS, INC. CLASS A | -3.5% |
|
NASDAQ OMX GROUP/THE | -3.3% |
|
MOODY'S CORP | -3.3% |