IYF vs VOO: Holdings Overlap
IYFiShares U.S. Financials ETF
iShares · 142 holdings · $4.5B · as of 2026-04-30
Vanguard · 504 holdings · $1.03T · as of 2026-03-31
Holdings snapshots are 30 days apart (IYF: 2026-04-30, VOO: 2026-03-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IYF and VOO?
iShares U.S. Financials ETF (IYF, by iShares) holds 142 positions; Vanguard 500 Index Fund (VOO, by Vanguard) holds 504. They have 64 holdings in common, and by portfolio weight the two funds are 10.0% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 10.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 64IYF holds 142 · VOO holds 504
- Weight in Shared Holdings
- IYF 88%·VOO 10%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IYF
78 of 142 positions (11.3% of the fund) are not held by VOO. Showing the top 30 by weight.
Sector Breakdown
| Sector | IYF | VOO |
|---|---|---|
| Financials | 99.4% | 12.4% |
| Information Technology | 0.0% | 32.7% |
| Communication Services | 0.0% | 10.5% |
| Consumer Discretionary | 0.0% | 9.9% |
| Health Care | 0.0% | 9.5% |
| Other Sectors | 0.3% | 24.9% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IYF | +2.4% | +7.0% | +15.4% | +21.7% | +12.0% | +13.6% | 1.40% |
| VOO | +3.4% | +14.0% | +23.7% | +21.3% | +13.4% | +15.4% | 1.03% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IYF vs VOO →
Shared Holdings(64)
The top 10 shared positions account for 58% of the overlap, led by BRK-B, JPM and BAC.
 BRK-BBerkshire Hathaway, Inc., Class B | 10.90% | 1.57% | 1.57% |
|---|---|---|---|
 JPMJPMorgan Chase & Co. COM | 10.78% | 1.34% | 1.34% |
 BACBank of America Corp. COM | 4.68% | 0.56% | 0.56% |
 WFCWells Fargo & Co. COM | 3.95% | 0.44% | 0.44% |
 GSGoldman Sachs Group, Inc. (The) | 4.17% | 0.43% | 0.43% |
 MSMorgan Stanley COM NEW | 3.50% | 0.35% | 0.35% |
 CCitigroup Inc. COM NEW | 3.59% | 0.34% | 0.34% |
 SCHWThe Charles Schwab Corporation COM | 2.48% | 0.28% | 0.28% |
 BLKBlackrock Inc. COM | 2.63% | 0.25% | 0.25% |
 SPGIS&P Global Inc COM | 2.11% | 0.23% | 0.23% |
 AEXChubb Ltd. Switzerland ORD CHF24.15 | 1.93% | 0.21% | 0.21% |
 PGRThe Progressive Corporation COM | 1.91% | 0.21% | 0.21% |
 CMECME Group, Inc., Class A | 1.67% | 0.19% | 0.19% |
 ICEIntercontinental Exchange Inc COM | 1.46% | 0.16% | 0.16% |
 BXBlackstone Inc., Class A | 1.51% | 0.15% | 0.15% |
 PNCPNC Financial Services Group, Inc. (The) | 1.41% | 0.15% | 0.15% |
 MRSHMarsh & McLennan Companies, Inc. COM | 1.32% | 0.15% | 0.15% |
 BNYThe Bank of New York Mellon Corp. COM | 1.50% | 0.15% | 0.15% |
 USBU.S. Bancorp. COM NEW | 1.43% | 0.14% | 0.14% |
 AONAon plc, Class A | 1.06% | 0.12% | 0.12% |
 MCOMoodys Corp. COM | 1.16% | 0.12% | 0.12% |
 KKRKKR & Co. Inc., Class A | 1.15% | 0.11% | 0.11% |
 TRVTravelers Companies, Inc. COM | 1.07% | 0.11% | 0.11% |
 TFCTruist Financial Corp. COM | 1.05% | 0.10% | 0.10% |
 AJGArthur J. Gallagher & Co. | 0.85% | 0.10% | 0.10% |
Frequently Asked Questions
How much do IYF and VOO overlap?
IYF and VOO overlap by 10.0% of portfolio weight. They share 64 holdings (IYF holds 142 positions and VOO holds 504), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IYF and VOO?
The two portfolios are 10.0% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of IYF and VOO?
The largest positions held by both funds are BRK-B, JPM, BAC, WFC and GS. Together the top 10 shared positions account for 58% of the total overlap.
What does IYF own that VOO doesn't?
78 positions (11.3% of IYF) are unique to IYF, led by NU, LPLA and MKL. In the other direction, 440 positions (89.8% of VOO) are unique to VOO.