Fund comparison · from official SEC filings
IYG vs VFH: how much do they overlap?
iShares U.S. Financial Services ETF and VANGUARD FINANCIALS INDEX FUND
vs
IYG and VFH are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
IYG
VFH
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
12.89%
7.85%
J
JPMJPMORGAN CHASE & CO
12.53%
9.15%
V
VVISA INC-CLASS A SHARES
8.23%
4.17%
M
MAMASTERCARD INC - A
6.08%
5.03%
B
BACBANK OF AMERICA CORP
5.26%
4.25%
G
GSGOLDMAN SACHS GROUP INC
4.11%
3.51%
W
WFCWELLS FARGO & CO
3.77%
2.93%
M
MSMORGAN STANLEY
3.40%
2.97%
C
CCITIGROUP INC
3.32%
2.56%
A
AXPAMERICAN EXPRESS CO
2.57%
2.10%
B
BLKBLACKROCK INC
2.28%
1.86%
S
SCHWSCHWAB (CHARLES) CORP
2.27%
1.77%
S
SPGIS&P GLOBAL INC
1.96%
1.58%
C
COFCAPITAL ONE FINANCIAL CORP
1.77%
1.44%
C
CMECME GROUP INC
1.54%
1.19%
B
BXBLACKSTONE INC
1.40%
1.04%
B
BNYBANK OF NEW YORK MELLON CORP
1.37%
1.15%
P
PNCPNC FINANCIAL SERVICES GROUP
1.34%
1.04%
I
ICEINTERCONTINENTAL EXCHANGE IN
1.33%
1.01%
U
USBUS BANCORP
1.31%
1.03%
K
KKRKKR & CO INC
1.06%
0.72%
M
MCOMOODY'S CORP
1.05%
0.88%
T
TFCTRUIST FINANCIAL CORP
0.96%
0.74%
A
APOAPOLLO GLOBAL MANAGEMENT INC
0.89%
0.67%
H
HOODROBINHOOD MARKETS INC - A
0.85%
0.85%
Only in IYG
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.18%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.10%
?
—XAF FINANCIAL JUN26
0.00%
Only in VFH
?
—Vanguard Cmt Funds-Vanguard Market Liquidity Fund
3.69%
C
CBCHUBB LTD
1.40%
P
PGRPROGRESSIVE CORP
1.34%
M
MRSHMARSH & MCLENNAN COS
0.94%
T
TRVTRAVELERS COS INC/THE
0.78%
A
AONAON PLC-CLASS A
0.78%
A
AFLAFLAC INC
0.67%
A
ALLALLSTATE CORP
0.65%
A
AJGARTHUR J GALLAGHER & CO
0.62%
M
METMETLIFE INC
0.56%
X
XYZBLOCK INC
0.50%
A
AIGAMERICAN INTERNATIONAL GROUP
0.48%
H
HIGHARTFORD INSURANCE GROUP INC
0.43%
P
PRUPRUDENTIAL FINANCIAL INC
0.42%
A
ACGLARCH CAPITAL GROUP LTD
0.39%
F
FISVFISERV INC
0.37%
C
CINFCINCINNATI FINANCIAL CORP
0.30%
P
PYPLPAYPAL HOLDINGS INC
0.29%
C
CPAYCORPAY INC
0.29%
W
WTWWILLIS TOWERS WATSON PLC
0.29%
M
MKLMARKEL GROUP INC
0.28%
P
PFGPRINCIPAL FINANCIAL GROUP
0.27%
F
FISFIDELITY NATIONAL INFO SERV
0.27%
A
AFRMAFFIRM HOLDINGS INC
0.24%
L
LLOEWS CORP
0.22%
Hold IYG and VFH together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
VFH vs FNCLFidelity MSCI Financials Index ETF
94% overlap
IYG vs FNCLFidelity MSCI Financials Index ETF
78% overlap
VFH vs AVSUAvantis Responsible U.S. Equity ETF
17% overlap
VFH vs DFSUDimensional US Sustainability Core 1 ETF
16% overlap
VFH vs VEXAXVANGUARD EXTENDED MARKET INDEX FUND
15% overlap
VFH vs VXFVANGUARD EXTENDED MARKET INDEX FUND
15% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.