Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

XLF: generated Jul 31, 2026, 2:58 PM (as of 2026-07-30); IYG: generated Jul 31, 2026, 9:14 PM (as of 2026-07-30).

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XLF vs IYG

Current snapshot · Current snapshot

Portfolio statistics

XLF

Largest holding: JPM · 11.68%
Top 10 concentration: 56.77%
Gross exposure: 56.77%
Net exposure: 56.77%

IYG

Largest holding: JPM · 13.00%
Top 10 concentration: 63.22%
Gross exposure: 63.22%
Net exposure: 63.22%

Holdings overlap

Based on returned holdings.

ETF A

XLF

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: JPM · 11.68%

45.16%weighted overlap

ETF B

IYG

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: JPM · 13.00%

Holdings universe11 distinct mapped tickers in the returned rows

9 shared

Only XLF 1Shared 9Only IYG 1

Largest allocation differences

BRKBBERKSHIRE HATHAWAY INC CLASS B12.92% gap

0.000%12.92%

BRK.BBERKSHIRE HATHAWAY INC CL B11.61% gap

11.61%0.000%

JPMJPMORGAN CHASE + CO1.322% gap

11.68%13.00%

VVISA INC CLASS A SHARES0.855% gap

7.550%8.405%

MAMASTERCARD INC A0.655% gap

5.786%6.441%

BACBANK OF AMERICA CORP0.567% gap

5.006%5.572%

GSGOLDMAN SACHS GROUP INC0.425% gap

3.755%4.180%

MSMORGAN STANLEY0.371% gap

3.110%3.482%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	XLF	IYG
P/E	N/A0/10 valued	N/A0/10 valued
P/B	N/A0/10 valued	N/A0/10 valued
P/S	N/A0/10 valued	N/A0/10 valued

No valuation data available for these holdings.

Holdings details

View

Shared holdings

Sort by9

Ticker	Company	XLF weight	IYG weight	Absolute difference
JPM	JPMORGAN CHASE + CO	11.68%	13.00%	1.322%
V	VISA INC CLASS A SHARES	7.550%	8.405%	0.855%
MA	MASTERCARD INC A	5.786%	6.441%	0.655%
BAC	BANK OF AMERICA CORP	5.006%	5.572%	0.567%
GS	GOLDMAN SACHS GROUP INC	3.755%	4.180%	0.425%
WFC	WELLS FARGO + CO	3.247%	3.615%	0.368%
MS	MORGAN STANLEY	3.110%	3.482%	0.371%
C	CITIGROUP INC	2.803%	3.120%	0.317%
AXP	AMERICAN EXPRESS CO	2.231%	2.484%	0.253%