Fund Overlap

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


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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

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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%
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