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   

5

Number of overlapping holdings

18.5%

% of DFNL's 27 holdings also in IAT

14.3%

% of IAT's 35 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% 14.9% 5.6%
PNC FINANCIAL SERVICES GROUP 4.8% 13.3% 4.8%
FIFTH THIRD BANCORP 5.4% 4.5% 4.5%
TRUIST FINANCIAL CORPORATION 3.2% 10.9% 3.2%
M & T BANK CORP 1.7% 5.4% 1.7%

Position Highlights (Non-Overlapping Exposures)
DFNL Overweight Relative to IAT
BERKSHIRE HATHAWAY INC-CL B 8.9%
CAPITAL ONE FINANCIAL CORP 8.5%
MARKEL CORP 6.9%
CHUBB LIMITED 6.8%
JPMORGAN CHASE & CO 6.8%
WELLS FARGO & CO 5.8%
BANK OF NEW YORK MELLON CORP 5.8%
JULIUS BAER GRUPPE AG 5.7%
DANSKE BANK A/S 5.2%
DBS GROUP HOLDINGS LTD 5.0%
DFNL Underweight Relative to IAT
US BANCORP -9.3%
PNC FINANCIAL SERVICES GROUP -8.4%
TRUIST FINANCIAL CORPORATION -7.8%
FIRST CITIZENS BCSHS -CL A -4.5%
HUNTINGTON BANCSHARES INC -4.1%
REGIONS FINANCIAL CORP -3.9%
M & T BANK CORP -3.7%
CITIZENS FINANCIAL GROUP, INC. -3.3%
KEYCORP -3.0%
EAST WEST BANCORP INC -2.3%
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