Fund Overlap

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


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5

Number of overlapping holdings

17.9%

% of DFNL's 28 holdings also in IAT

13.2%

% of IAT's 38 holdings also in DFNL

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

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Company Weight
in DFNL
Weight
in IAT
Overlap
US BANCORP 5.6% 11.0% 5.6%
FIFTH THIRD BANCORP 4.6% 4.7% 4.6%
PNC FINANCIAL SERVICES GROUP 4.5% 12.7% 4.5%
M & T BANK CORP 2.0% 5.6% 2.0%
TRUIST FINANCIAL CORPORATION 1.7% 11.5% 1.7%

Position Highlights (Non-Overlapping Exposures)
DFNL Overweight Relative to IAT
BERKSHIRE HATHAWAY INC-CL B 7.2%
CAPITAL ONE FINANCIAL CORP 7.0%
CHUBB LIMITED 6.2%
WELLS FARGO & CO 5.5%
JULIUS BAER GRUPPE AG 5.5%
MARKEL CORP 5.4%
JPMORGAN CHASE & CO 5.1%
BANK OF NEW YORK MELLON CORP 4.8%
DBS GROUP HOLDINGS LTD 4.6%
BANK OF AMERICA CORP 4.2%
DFNL Underweight Relative to IAT
TRUIST FINANCIAL CORPORATION -9.7%
PNC FINANCIAL SERVICES GROUP -8.2%
US BANCORP -5.4%
HUNTINGTON BANCSHARES INC -4.1%
REGIONS FINANCIAL CORP -4.0%
CITIZENS FINANCIAL GROUP, INC. -3.9%
FIRST REPUBLIC BANK/CA -3.7%
M & T BANK CORP -3.5%
KEYCORP -3.3%
FIRST HORIZON NATIONAL CORP -2.5%
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