SPY5 vs XUFN

State Street® SPDR® S&P® 500 UCITS ETF (Dist) (SPY5) and Xtrackers MSCI USA Financials UCITS ETF 1d (XUFN) overlap by 11.5% — the share of capital both funds put into the same companies. 64 names appear in both. Holding both means buying that part twice.

Data note 1

The Two Funds

Data note 2

What Both Funds Hold

The 15 largest shared positions, ranked by the weight both funds carry at once.

Shared holdings

#	Stock	SPY5	XUFN	both
1	Berkshire Hathaway Inc. Class B	1.41%	9.38%	1.41%
2	JPMorgan Chase & Co.	1.37%	12.00%	1.37%
3	Visa Inc. Class A	0.94%	8.02%	0.94%
4	Mastercard Incorporated Class A	0.69%	6.06%	0.69%
5	Bank of America Corp	0.55%	4.84%	0.55%
6	Goldman Sachs Group Inc.	0.41%	3.63%	0.41%
7	Wells Fargo & Company	0.38%	3.31%	0.38%
8	Morgan Stanley	0.35%	3.05%	0.35%
9	Citigroup Inc.	0.34%	3.01%	0.34%
10	American Express Company	0.24%	2.15%	0.24%
11	Charles Schwab Corp	0.24%	2.15%	0.24%
12	BlackRock Inc.	0.24%	2.11%	0.24%
13	Capital One Financial Corp	0.18%	1.54%	0.18%
14	S&P Global Inc.	0.18%	1.61%	0.18%
15	Progressive Corporation	0.18%	1.58%	0.18%

Data note 3

What Only One of Them Holds

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