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

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% |