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

37.0%

% of DFNL's 27 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% 5.1% 5.1%
JULIUS BAER GRUPPE AG 6.2% 5.0% 5.0%
BERKSHIRE HATHAWAY INC-CL B 8.0% 4.7% 4.7%
DBS GROUP HOLDINGS LTD 4.7% 4.6% 4.6%
CAPITAL ONE FINANCIAL CORP 7.4% 4.4% 4.4%

Position Highlights (Non-Overlapping Exposures)
DFNL Overweight Relative to DWLD
MARKEL CORP 6.5%
JPMORGAN CHASE & CO 5.9%
CHUBB LIMITED 5.7%
BANK OF NEW YORK MELLON CORP 4.9%
FIFTH THIRD BANCORP 4.8%
US BANCORP 4.6%
AMERICAN EXPRESS CO 4.0%
PNC FINANCIAL SERVICES GROUP 3.5%
LOEWS CORP 3.5%
BERKSHIRE HATHAWAY INC-CL B 3.4%
DFNL Underweight Relative to DWLD
META PLATFORMS INC -9.4%
AMAZON.COM INC -6.4%
HOLLYSIS AUTOMATION TECHNOLO -4.5%
SAMSUNG ELECTRONICS CO LTD -4.3%
PING AN INSURANCE GROUP CO-H -3.7%
TECK RESOURCES LTD-CLS B -3.6%
MGM MIRAGE -2.9%
ALPHABET INC. CLASS C -2.8%
MEITUAN DIANPING -2.7%
VIATRIS, INC. -2.5%
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