Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
46.4%
% of DFNL's 28 holdings also in DUSA
48.1%
% of DUSA's 27 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 | |
|---|---|---|---|---|
 |
CAPITAL ONE FINANCIAL CORP | 7.9% | 9.3% | 7.9% |
|
BERKSHIRE HATHAWAY INC-CL B | 6.4% | 9.7% | 6.4% |
|
WELLS FARGO & CO | 5.2% | 6.5% | 5.2% |
|
US BANCORP | 6.0% | 4.7% | 4.7% |
|
MARKEL CORP | 5.6% | 4.0% | 4.0% |
Position Highlights (Non-Overlapping Exposures)
DFNL Overweight Relative to DUSA
|
CHUBB LIMITED | 5.8% |
 |
JULIUS BAER GRUPPE AG | 5.7% |
|
FIFTH THIRD BANCORP | 4.5% |
|
PNC FINANCIAL SERVICES GROUP | 4.2% |
|
LOEWS CORP | 3.1% |
|
AMERICAN EXPRESS CO | 2.4% |
|
JPMORGAN CHASE & CO | 2.2% |
 |
DNB BANK ASA | 2.1% |
 |
BANK OF N.T. BUTTERFIELD & SON LIMIT | 2.1% |
|
ROCKET COMPANIES INC CLASS A | 2.1% |
DFNL Underweight Relative to DUSA
|
ALPHABET INC. CLASS C | -8.2% |
|
META PLATFORMS INC | -6.5% |
|
AMAZON.COM INC | -5.6% |
|
CIGNA CORPORATION | -4.6% |
|
VIATRIS, INC. | -3.7% |
|
BERKSHIRE HATHAWAY INC-CL B | -3.3% |
|
APPLIED MATERIALS INC | -2.9% |
 |
JD.COM INC-ADR | -2.4% |
 |
SAMSUNG ELECTRONICS CO LTD | -2.4% |
|
QUEST DIAGNOSTICS | -2.2% |