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

12.7%

% 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%
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