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
OVERLAP
22%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
IAI
34
HOLDINGS
44%
ALSO IN NYNY
NYNY
58
HOLDINGS
25%
ALSO IN IAI
SECTOR DRIFT (IAI minus NYNY)
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 IAI |
Weight in NYNY |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 20.2% | 4.8% | 4.8% |
|
MORGAN STANLEY | 16.6% | 4.5% | 4.5% |
|
S&P GLOBAL, INC. | 4.3% | 2.9% | 2.9% |
|
MOODY'S CORP | 4.5% | 2.1% | 2.1% |
|
NASDAQ OMX GROUP/THE | 3.7% | 1.7% | 1.7% |
IAI Overweight Relative to NYNY
|
GOLDMAN SACHS GROUP INC | 15.4% |
|
MORGAN STANLEY | 12.1% |
|
SCHWAB (CHARLES) CORP | 8.9% |
|
ROBINHOOD MARKETS, INC. CLASS A | 4.7% |
|
INTERCONTINENTALEXCHANGE INC | 4.4% |
|
CME GROUP INC | 4.1% |
|
INTERACTIVE BROKERS GRO-CL A | 3.7% |
|
COINBASE GLOBAL, INC. CLASS A | 3.1% |
|
CBOE HOLDINGS INC | 2.7% |
|
RAYMOND JAMES FINANCIAL INC | 2.6% |
IAI Underweight Relative to NYNY
|
JPMORGAN CHASE & CO | -10.1% |
|
CITIGROUP INC | -4.0% |
|
VERIZON COMMUNICATIONS INC | -3.9% |
|
AMERICAN EXPRESS CO | -3.4% |
|
BLACKROCK INC | -3.2% |
|
BRISTOL-MYERS SQUIBB CO | -3.2% |
|
PFIZER INC | -3.2% |
|
DATADOG INC CLASS A | -3.0% |
|
BANK OF NEW YORK MELLON CORP | -2.7% |
|
TRAVELERS COS INC/THE | -2.6% |