XRT vs IYF overlap
XRT and IYF overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: XRT, SEC Form N-PORT, June 30, 2026; IYF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XRT | IYF |
|---|---|---|
| Morgan Stanley | $215.0M | $203.6M |
| Bank of America Corp. | $98.8M | $150.2M |
| Fisher Asset Management, LLC | $847K | $213.7M |
| Phoenix Financial Ltd. | $60.6M | $152.6M |
| Goldman Sachs Group Inc. | $70.7M | $81.6M |
| UBS Group AG | $60.3M | $48.9M |
| Susquehanna International Group, LLP | $100.7M | $267K |
| Northwestern Mutual Wealth Management Co | $76K | $95.7M |
| LPL Financial LLC | $4.9M | $64.7M |
| Citigroup Inc. | $58.6M | $5.1M |
| Wells Fargo & Company | $1.4M | $52.4M |
| JPMorgan Chase & Co | $30.8M | $15.3M |
| Raymond James Financial Inc. | $2.1M | $39.8M |
| Royal Bank of Canada | $5.8M | $35.5M |
| FMR LLC | $200K | $35.2M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: XRT institutional holders, IYF institutional holders.
Frequently asked questions
How much do XRT and IYF overlap?
0.0% by weight, with 0 holdings in common, using holdings for XRT as of June 30, 2026 and IYF as of July 31, 2026.
Do institutions hold both XRT and IYF?
69 Form 13F filers report positions in both, out of 530 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.