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
28%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
DFNL
31
HOLDINGS
62%
ALSO IN IYF
IYF
141
HOLDINGS
14%
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 | 5.7% | 11.5% | 5.7% |
|
JPMORGAN CHASE & CO | 4.9% | 11.2% | 4.9% |
|
WELLS FARGO & CO | 4.8% | 4.2% | 4.2% |
|
BANK OF AMERICA CORP | 2.4% | 4.5% | 2.4% |
|
CHUBB LIMITED | 4.4% | 1.7% | 1.7% |
DFNL Overweight Relative to IYF
|
CAPITAL ONE FINANCIAL CORP | 10.1% |
|
MARKEL CORP | 4.8% |
 |
DANSKE BANK A/S | 4.7% |
|
FIFTH THIRD BANCORP | 4.4% |
 |
JULIUS BAER GRUPPE AG | 4.2% |
|
AMERICAN EXPRESS CO | 4.1% |
|
US BANCORP | 4.0% |
|
PNC FINANCIAL SERVICES GROUP | 3.2% |
|
LOEWS CORP | 2.8% |
|
CHUBB LIMITED | 2.7% |
DFNL Underweight Relative to IYF
|
JPMORGAN CHASE & CO | -6.4% |
|
BERKSHIRE HATHAWAY INC-CL B | -5.8% |
|
GOLDMAN SACHS GROUP INC | -4.0% |
|
CITIGROUP INC | -3.2% |
|
MORGAN STANLEY | -3.2% |
|
BLACKROCK INC | -2.5% |
|
S&P GLOBAL, INC. | -2.5% |
|
BANK OF AMERICA CORP | -2.1% |
|
PROGRESSIVE CORP | -1.9% |
|
BLACKSTONE GROUP LP/THE | -1.8% |