Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
15%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
IYF
141
HOLDINGS
12%
ALSO IN DDIV
DDIV
51
HOLDINGS
33%
ALSO IN IYF
SECTOR DRIFT (IYF minus DDIV)
OVERLAPPING HOLDINGS
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| Company | Weight in IYF |
Weight in DDIV |
Overlap | |
|---|---|---|---|---|
 |
WELLS FARGO & CO | 4.1% | 2.8% | 2.8% |
|
GOLDMAN SACHS GROUP INC | 4.0% | 2.5% | 2.5% |
|
JPMORGAN CHASE & CO | 11.1% | 2.3% | 2.3% |
|
BLACKROCK INC | 2.6% | 1.8% | 1.8% |
|
BANK OF NEW YORK MELLON CORP | 1.3% | 2.4% | 1.3% |
IYF Overweight Relative to DDIV
|
BERKSHIRE HATHAWAY INC-CL B | 11.7% |
|
JPMORGAN CHASE & CO | 8.8% |
|
BANK OF AMERICA CORP | 4.5% |
|
MORGAN STANLEY | 3.2% |
|
CITIGROUP INC | 3.1% |
|
S&P GLOBAL, INC. | 2.4% |
|
PROGRESSIVE CORP | 2.1% |
|
BLACKSTONE GROUP LP/THE | 1.8% |
|
CHUBB LIMITED | 1.7% |
|
SCHWAB (CHARLES) CORP | 1.7% |
IYF Underweight Relative to DDIV
|
SIMON PROPERTY GROUP INC | -5.0% |
|
ANTERO MIDSTREAM PARTNERS LP | -4.9% |
|
KINDER MORGAN INC | -4.4% |
|
HASBRO INC | -4.3% |
|
TRUIST FINANCIAL CORPORATION | -3.9% |
|
WILLIAMS COS INC | -3.3% |
|
OLD NATL BANCORP/IN | -2.8% |
|
ENTERGY CORP | -2.8% |
|
JEFFERIES FINANCIAL GROUP INC. | -2.7% |
|
CUMMINS INC | -2.5% |