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
24
# OF OVERLAPPING
HOLDINGS
IYF
142
HOLDINGS
18%
ALSO IN IAI
IAI
34
HOLDINGS
75%
ALSO IN IYF
SECTOR DRIFT (IYF minus IAI)
OVERLAPPING HOLDINGS
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| Company | Weight in IYF |
Weight in IAI |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 3.9% | 20.2% | 3.9% |
|
MORGAN STANLEY | 3.6% | 16.6% | 3.6% |
|
SCHWAB (CHARLES) CORP | 2.6% | 8.9% | 2.6% |
|
S&P GLOBAL, INC. | 1.9% | 4.3% | 1.9% |
|
CME GROUP INC | 1.4% | 4.1% | 1.4% |
IYF Overweight Relative to IAI
|
JPMORGAN CHASE & CO | 11.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 11.1% |
|
BANK OF AMERICA CORP | 4.8% |
|
WELLS FARGO & CO | 3.9% |
|
CITIGROUP INC | 3.4% |
|
BLACKROCK INC | 2.5% |
|
CHUBB LIMITED | 2.0% |
|
PROGRESSIVE CORP | 1.9% |
|
BANK OF NEW YORK MELLON CORP | 1.7% |
|
PNC FINANCIAL SERVICES GROUP | 1.6% |
IYF Underweight Relative to IAI
|
GOLDMAN SACHS GROUP INC | -16.3% |
|
MORGAN STANLEY | -13.0% |
|
SCHWAB (CHARLES) CORP | -6.3% |
|
ROBINHOOD MARKETS, INC. CLASS A | -3.6% |
|
MOODY'S CORP | -3.4% |
|
INTERCONTINENTALEXCHANGE INC | -3.2% |
|
NASDAQ OMX GROUP/THE | -3.0% |
|
INTERACTIVE BROKERS GRO-CL A | -3.0% |
|
MSCI INC-A | -3.0% |
|
CME GROUP INC | -2.7% |