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   

10

Number of overlapping holdings

35.7%

% of DFNL's 28 holdings also in DWLD

28.6%

% of DWLD's 36 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
WELLS FARGO & CO 5.2% 5.7% 5.2%
JULIUS BAER GRUPPE AG 5.7% 5.0% 5.0%
DBS GROUP HOLDINGS LTD 4.8% 5.3% 4.8%
BERKSHIRE HATHAWAY INC-CL B 6.4% 4.0% 4.0%
CAPITAL ONE FINANCIAL CORP 7.9% 3.7% 3.7%

Position Highlights (Non-Overlapping Exposures)
DFNL Overweight Relative to DWLD
US BANCORP 6.0%
CHUBB LIMITED 5.8%
MARKEL CORP 5.6%
JPMORGAN CHASE & CO 5.1%
BANK OF NEW YORK MELLON CORP 5.1%
FIFTH THIRD BANCORP 4.5%
PNC FINANCIAL SERVICES GROUP 4.2%
CAPITAL ONE FINANCIAL CORP 4.1%
AMERICAN EXPRESS CO 4.0%
BANK OF AMERICA CORP 3.9%
DFNL Underweight Relative to DWLD
META PLATFORMS INC -5.5%
PING AN INSURANCE GROUP CO-H -5.4%
HOLLYSIS AUTOMATION TECHNOLO -4.4%
SAMSUNG ELECTRONICS CO LTD -4.1%
AMAZON.COM INC -3.9%
AIA GROUP LTD -3.8%
ALPHABET INC. CLASS C -3.4%
TECK RESOURCES LTD-CLS B -3.4%
JD.COM INC-ADR -3.4%
VIATRIS, INC. -3.1%
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