etf overlap · little overlap
XLY vs IJH overlap
XLY and IJH hold no company in common. Still, 10% of their money sits in the same sectors, led by Consumer Discretionary, which is 100% of XLY against 10% of IJH.
Holdings as of September 24, 2026 · source: SPDR (XLY), iShares (IJH) · How we measured all 1,035 pairs
- same money
- same companies, extra weight
- only in this fund
What only one of them gives you
No stock in common, 10% in the same sectors
XLY and IJH: what people ask
How much do XLY and IJH overlap?
None by holdings, as of September 24, 2026: no company appears in both funds. By sector, 10% of their money sits in the same sectors, led by Consumer Discretionary.
Which stocks do XLY and IJH both hold?
None. XLY and IJH have no holding in common.
Is it redundant to hold both XLY and IJH?
No. Out of every $100 split evenly between them, none buys the same company. Half in each gives you 447 different holdings that behave like 38 equally weighted stocks, against 10 for XLY alone and 298 for IJH alone. Whether that mix suits you depends on what you want to own; this is a description, not advice.
How is ETF overlap calculated here?
For every company held by both funds we take the smaller of its two weights and add them up. The weights come from the full holdings files SPDR and iShares publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart. Sector overlap applies the same rule to the issuers' sector labels; "behaves like N equally weighted stocks" is one over the sum of the squared weights.
Weights come from each issuer's published holdings file and are matched company by company on their ISIN. Cash, futures and currency positions are left out. This page describes what the funds hold; it is not investment advice.