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
OVERLAP
33%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
DFNL
29
HOLDINGS
61%
ALSO IN XLF
XLF
75
HOLDINGS
23%
ALSO IN DFNL
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 | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 7.2% | 11.2% | 7.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 7.2% | 11.9% | 7.2% |
|
WELLS FARGO & CO | 5.8% | 3.5% | 3.5% |
|
BANK OF AMERICA CORP | 2.7% | 4.3% | 2.7% |
|
AMERICAN EXPRESS CO | 4.5% | 2.4% | 2.4% |
DFNL Overweight Relative to XLF
|
CAPITAL ONE FINANCIAL CORP | 9.8% |
|
MARKEL CORP | 5.9% |
|
BANK OF NEW YORK MELLON CORP | 5.8% |
 |
DBS GROUP HOLDINGS LTD | 5.5% |
 |
DANSKE BANK A/S | 5.0% |
|
FIFTH THIRD BANCORP | 4.9% |
 |
JULIUS BAER GRUPPE AG | 4.9% |
|
PNC FINANCIAL SERVICES GROUP | 3.8% |
|
US BANCORP | 3.7% |
|
CHUBB LIMITED | 3.5% |
DFNL Underweight Relative to XLF
|
VISA INC. CLASS A | -7.6% |
|
MASTERCARD INCORPORATED CLASS A | -6.2% |
|
BERKSHIRE HATHAWAY INC-CL B | -4.7% |
|
JPMORGAN CHASE & CO | -4.0% |
|
GOLDMAN SACHS GROUP INC | -3.1% |
|
MORGAN STANLEY | -2.5% |
|
CITIGROUP INC | -2.4% |
|
S&P GLOBAL, INC. | -2.2% |
|
BLACKROCK INC | -2.1% |
|
PROGRESSIVE CORP | -1.9% |