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

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


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%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY