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
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 | 7.2% | 14.4% | 7.2% |
|
JPMORGAN CHASE & CO | 5.1% | 10.1% | 5.1% |
|
WELLS FARGO & CO | 5.5% | 4.5% | 4.5% |
|
BANK OF AMERICA CORP | 4.2% | 6.6% | 4.2% |
|
AMERICAN EXPRESS CO | 4.0% | 2.3% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
DFNL Overweight Relative to XLF
|
CAPITAL ONE FINANCIAL CORP | 6.0% |
 |
JULIUS BAER GRUPPE AG | 5.5% |
|
MARKEL CORP | 5.4% |
 |
DBS GROUP HOLDINGS LTD | 4.6% |
|
US BANCORP | 4.1% |
|
FIFTH THIRD BANCORP | 4.0% |
|
BANK OF NEW YORK MELLON CORP | 4.0% |
|
CHUBB LIMITED | 3.9% |
 |
DANSKE BANK A/S | 3.3% |
|
LOEWS CORP | 3.0% |
DFNL Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -7.3% |
|
JPMORGAN CHASE & CO | -5.0% |
|
GOLDMAN SACHS GROUP INC | -3.3% |
|
S&P GLOBAL, INC. | -3.1% |
|
MORGAN STANLEY | -3.1% |
|
BLACKROCK INC | -2.8% |
|
BANK OF AMERICA CORP | -2.4% |
|
CITIGROUP INC | -2.4% |
|
MARSH & MCLENNAN COS | -2.2% |
|
PROGRESSIVE CORP | -1.9% |