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
20%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
IYF
140
HOLDINGS
11%
ALSO IN DDIV
DDIV
51
HOLDINGS
31%
ALSO IN IYF
SECTOR DRIFT (IYF minus DDIV)
OVERLAPPING HOLDINGS
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| Company | Weight in IYF |
Weight in DDIV |
Overlap | |
|---|---|---|---|---|
 |
MORGAN STANLEY | 3.2% | 3.0% | 3.0% |
|
CITIGROUP INC | 3.3% | 3.0% | 3.0% |
|
WELLS FARGO & CO | 4.1% | 2.8% | 2.8% |
|
JPMORGAN CHASE & CO | 11.2% | 2.6% | 2.6% |
|
GOLDMAN SACHS GROUP INC | 4.0% | 2.5% | 2.5% |
IYF Overweight Relative to DDIV
|
BERKSHIRE HATHAWAY INC-CL B | 11.9% |
|
JPMORGAN CHASE & CO | 8.5% |
|
BANK OF AMERICA CORP | 4.6% |
|
S&P GLOBAL, INC. | 2.0% |
|
CHUBB LIMITED | 1.9% |
|
PROGRESSIVE CORP | 1.8% |
|
CME GROUP INC | 1.7% |
|
SCHWAB (CHARLES) CORP | 1.7% |
|
GOLDMAN SACHS GROUP INC | 1.5% |
|
INTERCONTINENTALEXCHANGE INC | 1.5% |
IYF Underweight Relative to DDIV
|
ENTERGY CORP | -4.2% |
|
TARGA RESOURCES CORP | -4.0% |
|
INVESCO LTD | -3.9% |
 |
POPULAR INC | -3.7% |
|
INTL BUSINESS MACHINES CORP | -3.3% |
|
FERGUSON ENTERPRISES INC | -2.8% |
|
NORTHROP GRUMMAN CORP | -2.7% |
|
C.H. ROBINSON WORLDWIDE INC | -2.6% |
|
CARLYLE GROUP/THE | -2.6% |
|
WELLTOWER, INC. | -2.6% |