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
140
HOLDINGS
18%
ALSO IN IAI
IAI
33
HOLDINGS
80%
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 | 4.0% | 18.5% | 4.0% |
|
MORGAN STANLEY | 3.2% | 14.5% | 3.2% |
|
SCHWAB (CHARLES) CORP | 2.7% | 11.7% | 2.7% |
|
S&P GLOBAL, INC. | 2.0% | 4.1% | 2.0% |
|
CME GROUP INC | 1.7% | 5.2% | 1.7% |
IYF Overweight Relative to IAI
|
BERKSHIRE HATHAWAY INC-CL B | 11.9% |
|
JPMORGAN CHASE & CO | 11.2% |
|
BANK OF AMERICA CORP | 4.6% |
|
WELLS FARGO & CO | 4.1% |
|
CITIGROUP INC | 3.3% |
|
BLACKROCK INC | 2.5% |
|
CHUBB LIMITED | 1.9% |
|
PROGRESSIVE CORP | 1.8% |
|
BLACKSTONE GROUP LP/THE | 1.5% |
|
PNC FINANCIAL SERVICES GROUP | 1.5% |
IYF Underweight Relative to IAI
|
GOLDMAN SACHS GROUP INC | -14.5% |
|
MORGAN STANLEY | -11.3% |
|
SCHWAB (CHARLES) CORP | -8.9% |
|
MSCI INC-A | -3.7% |
|
CME GROUP INC | -3.6% |
|
INTERCONTINENTALEXCHANGE INC | -3.4% |
|
NASDAQ OMX GROUP/THE | -3.3% |
|
MOODY'S CORP | -3.3% |
|
INTERACTIVE BROKERS GRO-CL A | -2.9% |
|
LPL FINANCIAL HOLDINGS INC | -2.7% |