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 XLF
23.6%
% of XLF's 72 holdings also in DFNL
Overlap by Weight
Sector Drift (DFNL minus XLF)
Overlapping Holdings
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| Company | Weight in DFNL |
Weight in XLF |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 8.0% | 13.8% | 8.0% |
|
JPMORGAN CHASE & CO | 5.9% | 9.1% | 5.9% |
|
WELLS FARGO & CO | 5.2% | 3.4% | 3.4% |
|
BANK OF AMERICA CORP | 3.3% | 4.2% | 3.3% |
|
AMERICAN EXPRESS CO | 4.0% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
DFNL Overweight Relative to XLF
|
CAPITAL ONE FINANCIAL CORP | 6.5% |
|
MARKEL CORP | 6.5% |
 |
JULIUS BAER GRUPPE AG | 6.2% |
 |
DBS GROUP HOLDINGS LTD | 4.7% |
|
FIFTH THIRD BANCORP | 4.4% |
|
BANK OF NEW YORK MELLON CORP | 4.2% |
 |
DANSKE BANK A/S | 4.1% |
|
CHUBB LIMITED | 3.8% |
|
US BANCORP | 3.6% |
|
LOEWS CORP | 3.2% |
DFNL Underweight Relative to XLF
|
VISA INC. CLASS A | -8.2% |
|
MASTERCARD INCORPORATED CLASS A | -7.3% |
|
BERKSHIRE HATHAWAY INC-CL B | -5.7% |
|
JPMORGAN CHASE & CO | -3.2% |
|
S&P GLOBAL, INC. | -2.7% |
|
MORGAN STANLEY | -2.4% |
|
GOLDMAN SACHS GROUP INC | -2.4% |
|
BLACKROCK INC | -2.2% |
|
MARSH & MCLENNAN COS | -2.0% |
|
CITIGROUP INC | -1.7% |