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
OVERLAP
19%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
DFNL
30
HOLDINGS
18%
ALSO IN IAT
IAT
33
HOLDINGS
16%
ALSO IN DFNL
SECTOR DRIFT (DFNL minus IAT)
OVERLAPPING HOLDINGS
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| Company | Weight in DFNL |
Weight in IAT |
Overlap | |
|---|---|---|---|---|
 |
PNC FINANCIAL SERVICES GROUP | 4.9% | 14.2% | 4.9% |
|
US BANCORP | 4.7% | 14.4% | 4.7% |
|
FIFTH THIRD BANCORP | 5.3% | 4.6% | 4.6% |
|
TRUIST FINANCIAL CORPORATION | 2.8% | 11.3% | 2.8% |
|
M & T BANK CORP | 1.6% | 5.6% | 1.6% |
DFNL Overweight Relative to IAT
|
CAPITAL ONE FINANCIAL CORP | 11.6% |
|
JPMORGAN CHASE & CO | 7.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 7.2% |
|
BANK OF NEW YORK MELLON CORP | 6.8% |
|
MARKEL CORP | 5.9% |
|
WELLS FARGO & CO | 5.8% |
 |
DBS GROUP HOLDINGS LTD | 5.5% |
 |
DANSKE BANK A/S | 5.0% |
|
CHUBB LIMITED | 4.9% |
 |
JULIUS BAER GRUPPE AG | 4.9% |
DFNL Underweight Relative to IAT
|
US BANCORP | -9.7% |
|
PNC FINANCIAL SERVICES GROUP | -9.4% |
|
TRUIST FINANCIAL CORPORATION | -8.5% |
|
HUNTINGTON BANCSHARES INC | -4.7% |
|
CITIZENS FINANCIAL GROUP, INC. | -4.5% |
|
REGIONS FINANCIAL CORP | -4.4% |
|
M & T BANK CORP | -4.0% |
|
KEYCORP | -3.3% |
|
EAST WEST BANCORP INC | -2.8% |
|
FIRST HORIZON NATIONAL CORP | -2.2% |