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   

17

Number of overlapping holdings

63.0%

% of DFNL's 27 holdings also in IYF

12.6%

% of IYF's 138 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 7.8% 13.8% 7.8%
JPMORGAN CHASE & CO 6.3% 9.8% 6.3%
WELLS FARGO & CO 5.5% 4.1% 4.1%
BANK OF AMERICA CORP 2.3% 4.5% 2.3%
CHUBB LIMITED 5.8% 2.2% 2.2%

Position Highlights (Non-Overlapping Exposures)
DFNL Overweight Relative to IYF
CAPITAL ONE FINANCIAL CORP 9.2%
MARKEL CORP 5.4%
JULIUS BAER GRUPPE AG 4.6%
FIFTH THIRD BANCORP 4.5%
AMERICAN EXPRESS CO 4.5%
DANSKE BANK A/S 4.3%
BANK OF NEW YORK MELLON CORP 4.3%
DBS GROUP HOLDINGS LTD 4.0%
CHUBB LIMITED 3.7%
US BANCORP 3.4%
DFNL Underweight Relative to IYF
BERKSHIRE HATHAWAY INC-CL B -6.0%
JPMORGAN CHASE & CO -3.5%
S&P GLOBAL, INC. -2.9%
GOLDMAN SACHS GROUP INC -2.6%
BLACKROCK INC -2.5%
PROGRESSIVE CORP -2.3%
CITIGROUP INC -2.2%
MORGAN STANLEY -2.2%
BANK OF AMERICA CORP -2.1%
MARSH & MCLENNAN COS -2.1%
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