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 | 7.3% | 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% |