Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
33.3%
% of DFNL's 27 holdings also in DUSA
40.9%
% of DUSA's 21 holdings also in DFNL
Overlap by Weight
Sector Drift (DFNL minus DUSA)
Overlapping Holdings
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| Company | Weight in DFNL |
Weight in DUSA |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 8.9% | 11.3% | 8.9% |
|
CAPITAL ONE FINANCIAL CORP | 8.5% | 10.2% | 8.5% |
|
MARKEL CORP | 6.9% | 6.1% | 6.1% |
|
WELLS FARGO & CO | 5.8% | 5.9% | 5.8% |
|
BANK OF NEW YORK MELLON CORP | 5.8% | 4.3% | 4.3% |
Position Highlights (Non-Overlapping Exposures)
DFNL Overweight Relative to DUSA
|
CHUBB LIMITED | 6.8% |
 |
JULIUS BAER GRUPPE AG | 5.7% |
|
FIFTH THIRD BANCORP | 5.4% |
 |
DANSKE BANK A/S | 5.2% |
 |
DBS GROUP HOLDINGS LTD | 5.0% |
|
PNC FINANCIAL SERVICES GROUP | 4.8% |
|
LOEWS CORP | 4.2% |
|
JPMORGAN CHASE & CO | 3.5% |
|
TRUIST FINANCIAL CORPORATION | 3.2% |
|
AMERICAN EXPRESS CO | 3.0% |
DFNL Underweight Relative to DUSA
|
META PLATFORMS INC | -12.7% |
|
AMAZON.COM INC | -8.8% |
|
MGM MIRAGE | -5.3% |
|
ALPHABET INC. CLASS C | -5.0% |
|
VIATRIS, INC. | -4.9% |
|
CIGNA CORPORATION | -4.3% |
|
APPLIED MATERIALS INC | -3.9% |
|
OWENS CORNING | -3.6% |
|
QUEST DIAGNOSTICS | -3.5% |
|
INTEL CORP | -3.0% |