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
32%
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 | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 7.2% | 11.0% | 7.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 7.2% | 11.8% | 7.2% |
|
WELLS FARGO & CO | 5.8% | 4.3% | 4.3% |
|
BANK OF AMERICA CORP | 2.7% | 4.8% | 2.7% |
|
CHUBB LIMITED | 4.9% | 1.7% | 1.7% |
DFNL Overweight Relative to IYF
|
CAPITAL ONE FINANCIAL CORP | 11.6% |
|
BANK OF NEW YORK MELLON CORP | 5.6% |
 |
DBS GROUP HOLDINGS LTD | 5.5% |
|
MARKEL CORP | 5.5% |
 |
DANSKE BANK A/S | 5.0% |
 |
JULIUS BAER GRUPPE AG | 4.9% |
|
FIFTH THIRD BANCORP | 4.8% |
|
AMERICAN EXPRESS CO | 4.5% |
|
PNC FINANCIAL SERVICES GROUP | 3.7% |
|
US BANCORP | 3.5% |
DFNL Underweight Relative to IYF
|
BERKSHIRE HATHAWAY INC-CL B | -4.7% |
|
JPMORGAN CHASE & CO | -3.8% |
|
GOLDMAN SACHS GROUP INC | -3.8% |
|
MORGAN STANLEY | -3.0% |
|
CITIGROUP INC | -2.9% |
|
BLACKROCK INC | -2.8% |
|
S&P GLOBAL, INC. | -2.4% |
|
PROGRESSIVE CORP | -2.0% |
|
BANK OF AMERICA CORP | -2.0% |
|
BLACKSTONE GROUP LP/THE | -1.8% |