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

OVERLAP
30%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
DFNL
29
HOLDINGS
64%
ALSO IN IYF
IYF
141
HOLDINGS
13%
ALSO IN DFNL
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 | 7.1% | 11.3% | 7.1% | |
JPMORGAN CHASE & CO | 5.9% | 10.4% | 5.9% | |
WELLS FARGO & CO | 5.2% | 4.2% | 4.2% | |
BANK OF AMERICA CORP | 2.3% | 4.5% | 2.3% | |
CHUBB LIMITED | 5.1% | 1.7% | 1.7% |
DFNL Overweight Relative to IYF
CAPITAL ONE FINANCIAL CORP | 9.1% | |
MARKEL CORP | 5.4% | |
DBS GROUP HOLDINGS LTD | 4.8% | |
JULIUS BAER GRUPPE AG | 4.8% | |
BANK OF NEW YORK MELLON CORP | 4.5% | |
DANSKE BANK A/S | 4.3% | |
FIFTH THIRD BANCORP | 4.2% | |
AMERICAN EXPRESS CO | 3.8% | |
CHUBB LIMITED | 3.4% | |
US BANCORP | 3.1% |
DFNL Underweight Relative to IYF
JPMORGAN CHASE & CO | -4.5% | |
BERKSHIRE HATHAWAY INC-CL B | -4.2% | |
GOLDMAN SACHS GROUP INC | -3.5% | |
BLACKROCK INC | -2.7% | |
MORGAN STANLEY | -2.7% | |
S&P GLOBAL, INC. | -2.6% | |
CITIGROUP INC | -2.6% | |
PROGRESSIVE CORP | -2.3% | |
BANK OF AMERICA CORP | -2.2% | |
BLACKSTONE GROUP LP/THE | -1.9% |