Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
70.4%
% of DFNL's 27 holdings also in FNCL
4.7%
% of FNCL's 414 holdings also in DFNL
Overlap by Weight
Sector Drift (DFNL minus FNCL)
Overlapping Holdings
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Company | Weight in DFNL |
Weight in FNCL |
Overlap | |
---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 7.5% | 8.2% | 7.5% | |
JPMORGAN CHASE & CO | 6.3% | 8.2% | 6.3% | |
WELLS FARGO & CO | 5.6% | 3.1% | 3.1% | |
BANK OF AMERICA CORP | 2.3% | 3.8% | 2.3% | |
AMERICAN EXPRESS CO | 4.5% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
DFNL Overweight Relative to FNCL
CAPITAL ONE FINANCIAL CORP | 8.4% | |
MARKEL CORP | 5.6% | |
FIFTH THIRD BANCORP | 4.8% | |
JULIUS BAER GRUPPE AG | 4.6% | |
DANSKE BANK A/S | 4.5% | |
BANK OF NEW YORK MELLON CORP | 4.4% | |
CHUBB LIMITED | 4.1% | |
DBS GROUP HOLDINGS LTD | 3.9% | |
US BANCORP | 3.8% | |
PNC FINANCIAL SERVICES GROUP | 3.5% |
DFNL Underweight Relative to FNCL
VISA INC. CLASS A | -7.0% | |
MASTERCARD INCORPORATED CLASS A | -6.1% | |
S&P GLOBAL, INC. | -2.1% | |
GOLDMAN SACHS GROUP INC | -2.0% | |
JPMORGAN CHASE & CO | -1.9% | |
BLACKROCK INC | -1.9% | |
PROGRESSIVE CORP | -1.7% | |
MORGAN STANLEY | -1.6% | |
CITIGROUP INC | -1.6% | |
MARSH & MCLENNAN COS | -1.5% |