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

17
Number of overlapping holdings
60.7%
% of DFNL's 28 holdings also in XLF
25.4%
% of XLF's 67 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 | 7.3% | 15.6% | 7.3% | |
JPMORGAN CHASE & CO | 5.5% | 10.9% | 5.5% | |
WELLS FARGO & CO | 5.1% | 4.2% | 4.2% | |
BANK OF AMERICA CORP | 3.6% | 5.7% | 3.6% | |
AMERICAN EXPRESS CO | 4.3% | 2.8% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
DFNL Overweight Relative to XLF
JULIUS BAER GRUPPE AG | 6.2% | |
CAPITAL ONE FINANCIAL CORP | 6.2% | |
MARKEL CORP | 5.7% | |
DBS GROUP HOLDINGS LTD | 5.1% | |
BANK OF NEW YORK MELLON CORP | 4.3% | |
DANSKE BANK A/S | 4.1% | |
FIFTH THIRD BANCORP | 4.0% | |
US BANCORP | 3.6% | |
CHUBB LIMITED | 3.4% | |
LOEWS CORP | 2.9% |
DFNL Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B | -8.3% | |
JPMORGAN CHASE & CO | -5.4% | |
S&P GLOBAL, INC. | -3.3% | |
MORGAN STANLEY | -3.3% | |
GOLDMAN SACHS GROUP INC | -3.0% | |
BLACKROCK INC | -2.8% | |
CITIGROUP INC | -2.5% | |
PROGRESSIVE CORP | -2.4% | |
MARSH & MCLENNAN COS | -2.3% | |
BANK OF AMERICA CORP | -2.1% |