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
20%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
DFNL
31
HOLDINGS
17%
ALSO IN IAT
IAT
31
HOLDINGS
17%
ALSO IN DFNL
SECTOR DRIFT (DFNL minus IAT)
OVERLAPPING HOLDINGS
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| Company | Weight in DFNL |
Weight in IAT |
Overlap | |
|---|---|---|---|---|
 |
US BANCORP | 6.0% | 14.7% | 6.0% |
|
FIFTH THIRD BANCORP | 5.7% | 6.4% | 5.7% |
|
PNC FINANCIAL SERVICES GROUP | 4.8% | 15.0% | 4.8% |
|
TRUIST FINANCIAL CORPORATION | 2.3% | 9.6% | 2.3% |
|
M & T BANK CORP | 1.4% | 4.7% | 1.4% |
DFNL Overweight Relative to IAT
|
CAPITAL ONE FINANCIAL CORP | 10.4% |
|
MARKEL CORP | 5.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.4% |
|
WELLS FARGO & CO | 4.8% |
|
CHUBB LIMITED | 4.4% |
|
JPMORGAN CHASE & CO | 4.3% |
 |
JULIUS BAER GRUPPE AG | 4.2% |
|
AMERICAN EXPRESS CO | 3.6% |
 |
EXOR N.V. | 3.3% |
|
LOEWS CORP | 3.0% |
DFNL Underweight Relative to IAT
|
PNC FINANCIAL SERVICES GROUP | -10.2% |
|
US BANCORP | -8.8% |
|
TRUIST FINANCIAL CORPORATION | -7.3% |
|
CITIZENS FINANCIAL GROUP, INC. | -4.7% |
|
HUNTINGTON BANCSHARES INC | -4.3% |
|
REGIONS FINANCIAL CORP | -4.2% |
|
KEYCORP | -3.3% |
|
M & T BANK CORP | -3.2% |
|
EAST WEST BANCORP INC | -2.9% |
|
WEBSTER FINANCIAL CORP | -2.0% |