Fund Overlap

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


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OVERLAP
32%

OVERLAP
BY WEIGHT
20

# OF OVERLAPPING
HOLDINGS
DFNL
29
HOLDINGS
71%
ALSO IN VFH
VFH
418
HOLDINGS
5%
ALSO IN DFNL
SECTOR DRIFT (DFNL minus VFH)
OVERLAPPING HOLDINGS

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Company Weight
in DFNL
Weight
in VFH
Overlap
JPMORGAN CHASE & CO 7.2% 9.9% 7.2%
BERKSHIRE HATHAWAY INC-CL B 7.2% 7.6% 7.2%
WELLS FARGO & CO 5.8% 3.1% 3.1%
BANK OF AMERICA CORP 2.7% 4.2% 2.7%
AMERICAN EXPRESS CO 4.5% 2.1% 2.1%
DFNL Overweight Relative to VFH
CAPITAL ONE FINANCIAL CORP 10.0%
BANK OF NEW YORK MELLON CORP 5.9%
MARKEL CORP 5.6%
DBS GROUP HOLDINGS LTD 5.5%
DANSKE BANK A/S 5.0%
FIFTH THIRD BANCORP 4.9%
JULIUS BAER GRUPPE AG 4.9%
PNC FINANCIAL SERVICES GROUP 3.9%
US BANCORP 3.9%
CHUBB LIMITED 3.7%
DFNL Underweight Relative to VFH
MASTERCARD INCORPORATED CLASS A -5.4%
VISA INC. CLASS A -4.1%
GOLDMAN SACHS GROUP INC -2.8%
JPMORGAN CHASE & CO -2.7%
MORGAN STANLEY -2.2%
CITIGROUP INC -2.1%
S&P GLOBAL, INC. -2.0%
BLACKROCK INC -1.9%
PROGRESSIVE CORP -1.7%
BLACKSTONE GROUP LP/THE -1.5%
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