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
17
Number of overlapping holdings
63.0%
% of DFNL's 27 holdings also in IYF
12.7%
% of IYF's 137 holdings also in DFNL
Overlap by Weight
Sector Drift (DFNL minus IYF)
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 IYF |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 7.6% | 13.5% | 7.6% |
|
JPMORGAN CHASE & CO | 5.8% | 9.5% | 5.8% |
|
WELLS FARGO & CO | 5.3% | 4.0% | 4.0% |
|
BANK OF AMERICA CORP | 3.5% | 4.4% | 3.5% |
|
CHUBB LIMITED | 5.5% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
DFNL Overweight Relative to IYF
|
CAPITAL ONE FINANCIAL CORP | 8.3% |
 |
JULIUS BAER GRUPPE AG | 6.2% |
|
MARKEL CORP | 5.7% |
 |
DBS GROUP HOLDINGS LTD | 4.5% |
|
AMERICAN EXPRESS CO | 4.4% |
|
BANK OF NEW YORK MELLON CORP | 4.1% |
 |
DANSKE BANK A/S | 4.1% |
|
FIFTH THIRD BANCORP | 4.0% |
|
CHUBB LIMITED | 3.4% |
|
US BANCORP | 3.3% |
DFNL Underweight Relative to IYF
|
BERKSHIRE HATHAWAY INC-CL B | -5.9% |
|
JPMORGAN CHASE & CO | -3.7% |
|
S&P GLOBAL, INC. | -3.2% |
|
GOLDMAN SACHS GROUP INC | -2.8% |
|
MORGAN STANLEY | -2.7% |
|
BLACKROCK INC | -2.7% |
|
CITIGROUP INC | -2.4% |
|
MARSH & MCLENNAN COS | -2.3% |
|
PROGRESSIVE CORP | -2.0% |
|
CME GROUP INC | -1.8% |