Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
30
# OF OVERLAPPING
HOLDINGS
VFH
423
HOLDINGS
8%
ALSO IN IAI
IAI
33
HOLDINGS
100%
ALSO IN VFH
SECTOR DRIFT (VFH minus IAI)
OVERLAPPING HOLDINGS
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| Company | Weight in VFH |
Weight in IAI |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 3.2% | 18.5% | 3.2% |
|
MORGAN STANLEY | 2.4% | 14.5% | 2.4% |
|
SCHWAB (CHARLES) CORP | 2.1% | 11.7% | 2.1% |
|
S&P GLOBAL, INC. | 1.6% | 4.1% | 1.6% |
|
CME GROUP INC | 1.2% | 5.2% | 1.2% |
VFH Overweight Relative to IAI
|
JPMORGAN CHASE & CO | 10.0% |
|
BERKSHIRE HATHAWAY INC-CL B | 7.9% |
|
MASTERCARD INCORPORATED CLASS A | 5.3% |
|
BANK OF AMERICA CORP | 4.5% |
|
VISA INC. CLASS A | 4.1% |
|
WELLS FARGO & CO | 3.4% |
|
CITIGROUP INC | 2.6% |
|
AMERICAN EXPRESS CO | 2.3% |
|
BLACKROCK INC | 1.8% |
|
CAPITAL ONE FINANCIAL CORP | 1.6% |
VFH Underweight Relative to IAI
|
GOLDMAN SACHS GROUP INC | -15.3% |
|
MORGAN STANLEY | -12.0% |
|
SCHWAB (CHARLES) CORP | -9.6% |
|
CME GROUP INC | -4.0% |
|
MSCI INC-A | -3.8% |
|
INTERCONTINENTALEXCHANGE INC | -3.8% |
|
MOODY'S CORP | -3.5% |
|
NASDAQ OMX GROUP/THE | -3.5% |
|
INTERACTIVE BROKERS GRO-CL A | -3.0% |
|
LPL FINANCIAL HOLDINGS INC | -2.8% |