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

17
Number of overlapping holdings
63.0%
% of DFNL's 27 holdings also in IYF
12.7%
% of IYF's 137 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 | 7.6% | 13.5% | 7.6% | |
JPMORGAN CHASE & CO | 5.8% | 9.5% | 5.8% | |
WELLS FARGO & CO | 5.3% | 4.0% | 4.0% | |
BANK OF AMERICA CORP | 3.5% | 4.4% | 3.5% | |
CHUBB LIMITED | 5.5% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
DFNL Overweight Relative to IYF
CAPITAL ONE FINANCIAL CORP | 8.3% | |
JULIUS BAER GRUPPE AG | 6.2% | |
MARKEL CORP | 5.7% | |
DBS GROUP HOLDINGS LTD | 4.5% | |
AMERICAN EXPRESS CO | 4.4% | |
BANK OF NEW YORK MELLON CORP | 4.1% | |
DANSKE BANK A/S | 4.1% | |
FIFTH THIRD BANCORP | 4.0% | |
CHUBB LIMITED | 3.4% | |
US BANCORP | 3.3% |
DFNL Underweight Relative to IYF
BERKSHIRE HATHAWAY INC-CL B | -5.9% | |
JPMORGAN CHASE & CO | -3.7% | |
S&P GLOBAL, INC. | -3.2% | |
GOLDMAN SACHS GROUP INC | -2.8% | |
MORGAN STANLEY | -2.7% | |
BLACKROCK INC | -2.7% | |
CITIGROUP INC | -2.4% | |
MARSH & MCLENNAN COS | -2.3% | |
PROGRESSIVE CORP | -2.0% | |
CME GROUP INC | -1.8% |