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
12.6%
% of IYF's 138 holdings also in DFNL
Overlap by Weight
Sector Drift (DFNL minus IYF)
Overlapping Holdings
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| Company | Weight in DFNL |
Weight in IYF |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 7.5% | 12.9% | 7.5% |
|
JPMORGAN CHASE & CO | 6.3% | 9.8% | 6.3% |
|
WELLS FARGO & CO | 5.6% | 4.0% | 4.0% |
|
BANK OF AMERICA CORP | 2.3% | 4.6% | 2.3% |
|
CHUBB LIMITED | 5.7% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
DFNL Overweight Relative to IYF
|
CAPITAL ONE FINANCIAL CORP | 9.2% |
|
MARKEL CORP | 5.5% |
|
FIFTH THIRD BANCORP | 4.6% |
 |
JULIUS BAER GRUPPE AG | 4.6% |
 |
DANSKE BANK A/S | 4.5% |
|
AMERICAN EXPRESS CO | 4.5% |
|
BANK OF NEW YORK MELLON CORP | 4.2% |
 |
DBS GROUP HOLDINGS LTD | 3.9% |
|
CHUBB LIMITED | 3.6% |
|
US BANCORP | 3.4% |
DFNL Underweight Relative to IYF
|
BERKSHIRE HATHAWAY INC-CL B | -5.4% |
|
JPMORGAN CHASE & CO | -3.5% |
|
S&P GLOBAL, INC. | -2.8% |
|
GOLDMAN SACHS GROUP INC | -2.6% |
|
PROGRESSIVE CORP | -2.5% |
|
BLACKROCK INC | -2.4% |
|
CITIGROUP INC | -2.4% |
|
BANK OF AMERICA CORP | -2.2% |
|
MORGAN STANLEY | -2.2% |
|
MARSH & MCLENNAN COS | -2.1% |