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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| 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% |