Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
55.6%
% of DFNL's 27 holdings also in IYG
15.2%
% of IYG's 103 holdings also in DFNL
Overlap by Weight
Sector Drift (DFNL minus IYG)
Overlapping Holdings
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| Company | Weight in DFNL |
Weight in IYG |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 7.5% | 15.1% | 7.5% |
|
JPMORGAN CHASE & CO | 6.3% | 11.0% | 6.3% |
|
WELLS FARGO & CO | 5.6% | 4.4% | 4.4% |
|
AMERICAN EXPRESS CO | 4.5% | 2.7% | 2.7% |
|
BANK OF AMERICA CORP | 2.3% | 5.2% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
DFNL Overweight Relative to IYG
|
CAPITAL ONE FINANCIAL CORP | 8.1% |
|
MARKEL CORP | 5.9% |
|
CHUBB LIMITED | 5.7% |
|
FIFTH THIRD BANCORP | 4.6% |
 |
JULIUS BAER GRUPPE AG | 4.6% |
 |
DANSKE BANK A/S | 4.5% |
|
BANK OF NEW YORK MELLON CORP | 4.2% |
 |
DBS GROUP HOLDINGS LTD | 3.9% |
|
US BANCORP | 3.5% |
|
LOEWS CORP | 3.4% |
DFNL Underweight Relative to IYG
|
VISA INC. CLASS A | -8.7% |
|
MASTERCARD INCORPORATED CLASS A | -7.7% |
|
BERKSHIRE HATHAWAY INC-CL B | -7.6% |
|
JPMORGAN CHASE & CO | -4.7% |
|
BANK OF AMERICA CORP | -2.9% |
|
S&P GLOBAL, INC. | -2.7% |
|
GOLDMAN SACHS GROUP INC | -2.7% |
|
MORGAN STANLEY | -2.3% |
|
CITIGROUP INC | -2.3% |
|
BLACKROCK INC | -2.1% |