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
38%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
DFNL
29
HOLDINGS
39%
ALSO IN KBWB
KBWB
24
HOLDINGS
46%
ALSO IN DFNL
SECTOR DRIFT (DFNL minus KBWB)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in DFNL |
Weight in KBWB |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 5.9% | 8.0% | 5.9% |
|
WELLS FARGO & CO | 5.2% | 7.6% | 5.2% |
|
BANK OF NEW YORK MELLON CORP | 5.6% | 4.1% | 4.1% |
|
CAPITAL ONE FINANCIAL CORP | 9.1% | 4.0% | 4.0% |
|
FIFTH THIRD BANCORP | 4.7% | 3.9% | 3.9% |
DFNL Overweight Relative to KBWB
|
BERKSHIRE HATHAWAY INC-CL B | 7.1% |
|
MARKEL CORP | 5.8% |
|
CAPITAL ONE FINANCIAL CORP | 5.1% |
|
CHUBB LIMITED | 5.1% |
 |
DBS GROUP HOLDINGS LTD | 4.8% |
 |
JULIUS BAER GRUPPE AG | 4.8% |
 |
DANSKE BANK A/S | 4.3% |
|
AMERICAN EXPRESS CO | 3.8% |
|
LOEWS CORP | 3.1% |
|
ROCKET COMPANIES INC CLASS A | 2.5% |
DFNL Underweight Relative to KBWB
|
GOLDMAN SACHS GROUP INC | -8.6% |
|
MORGAN STANLEY | -7.9% |
|
BANK OF AMERICA CORP | -5.2% |
|
CITIGROUP INC | -4.4% |
|
NORTHERN TRUST CORP | -3.8% |
|
HUNTINGTON BANCSHARES INC | -3.6% |
|
REGIONS FINANCIAL CORP | -3.4% |
|
CITIZENS FINANCIAL GROUP, INC. | -3.1% |
|
KEYCORP | -3.0% |
|
STATE STREET CORP | -2.7% |