Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


For overlap across multiple ETFs use Portfolio Builder   

9

Number of overlapping holdings

34.6%

% of DFNL's 27 holdings also in DWLD

25.0%

% of DWLD's 40 holdings also in DFNL

Overlap by Weight
Sector Drift (DFNL minus DWLD)
Overlapping Holdings

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Company Weight
in DFNL
Weight
in DWLD
Overlap
CAPITAL ONE FINANCIAL CORP 8.7% 4.8% 4.8%
JULIUS BAER GRUPPE AG 4.6% 4.5% 4.5%
DBS GROUP HOLDINGS LTD 4.4% 4.4% 4.4%
BERKSHIRE HATHAWAY INC-CL B 7.2% 4.3% 4.3%
DANSKE BANK A/S 4.3% 4.3% 4.3%

Position Highlights (Non-Overlapping Exposures)
DFNL Overweight Relative to DWLD
JPMORGAN CHASE & CO 6.4%
CHUBB LIMITED 5.6%
BANK OF NEW YORK MELLON CORP 5.1%
FIFTH THIRD BANCORP 5.0%
AMERICAN EXPRESS CO 4.5%
PNC FINANCIAL SERVICES GROUP 4.4%
US BANCORP 4.3%
MARKEL CORP 3.9%
CAPITAL ONE FINANCIAL CORP 3.9%
LOEWS CORP 3.2%
DFNL Underweight Relative to DWLD
META PLATFORMS INC -7.2%
MEITUAN DIANPING -5.4%
PING AN INSURANCE GROUP CO-H -4.5%
AMAZON.COM INC -3.8%
SAMSUNG ELECTRONICS CO LTD -3.8%
HUMANA INC -3.7%
PROSUS N.V. CLASS N -3.7%
MGM MIRAGE -3.3%
TECK RESOURCES LTD-CLS B -3.2%
APPLIED MATERIALS INC -3.1%
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