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

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% |