Fund Overlap

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


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OVERLAP
32%

OVERLAP
BY WEIGHT
20

# OF OVERLAPPING
HOLDINGS
DFNL
29
HOLDINGS
71%
ALSO IN FNCL
FNCL
407
HOLDINGS
5%
ALSO IN DFNL
SECTOR DRIFT (DFNL minus FNCL)
OVERLAPPING HOLDINGS

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Company Weight
in DFNL
Weight
in FNCL
Overlap
JPMORGAN CHASE & CO 7.2% 10.5% 7.2%
BERKSHIRE HATHAWAY INC-CL B 7.2% 8.4% 7.2%
WELLS FARGO & CO 5.8% 3.3% 3.3%
BANK OF AMERICA CORP 2.7% 4.3% 2.7%
AMERICAN EXPRESS CO 4.5% 2.3% 2.3%
DFNL Overweight Relative to FNCL
CAPITAL ONE FINANCIAL CORP 10.6%
BANK OF NEW YORK MELLON CORP 5.9%
MARKEL CORP 5.6%
DBS GROUP HOLDINGS LTD 5.5%
DANSKE BANK A/S 5.0%
FIFTH THIRD BANCORP 4.9%
JULIUS BAER GRUPPE AG 4.9%
PNC FINANCIAL SERVICES GROUP 3.8%
US BANCORP 3.8%
CHUBB LIMITED 3.6%
DFNL Underweight Relative to FNCL
VISA INC. CLASS A -7.5%
MASTERCARD INCORPORATED CLASS A -6.0%
JPMORGAN CHASE & CO -3.3%
GOLDMAN SACHS GROUP INC -2.9%
CITIGROUP INC -2.3%
MORGAN STANLEY -2.3%
S&P GLOBAL, INC. -2.2%
BLACKROCK INC -2.0%
PROGRESSIVE CORP -1.8%
BANK OF AMERICA CORP -1.6%
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