Fund Overlap

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


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OVERLAP
31%

OVERLAP
BY WEIGHT
17

# OF OVERLAPPING
HOLDINGS
DFNL
29
HOLDINGS
61%
ALSO IN XLF
XLF
73
HOLDINGS
23%
ALSO IN DFNL
SECTOR DRIFT (DFNL minus XLF)
OVERLAPPING HOLDINGS

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Company Weight
in DFNL
Weight
in XLF
Overlap
BERKSHIRE HATHAWAY INC-CL B 7.1% 12.2% 7.1%
JPMORGAN CHASE & CO 5.9% 10.9% 5.9%
WELLS FARGO & CO 5.2% 3.5% 3.5%
AMERICAN EXPRESS CO 3.8% 2.4% 2.4%
BANK OF AMERICA CORP 2.3% 4.2% 2.3%
DFNL Overweight Relative to XLF
CAPITAL ONE FINANCIAL CORP 7.3%
MARKEL CORP 5.8%
DBS GROUP HOLDINGS LTD 4.8%
JULIUS BAER GRUPPE AG 4.8%
BANK OF NEW YORK MELLON CORP 4.7%
DANSKE BANK A/S 4.3%
FIFTH THIRD BANCORP 4.3%
CHUBB LIMITED 3.6%
US BANCORP 3.4%
PNC FINANCIAL SERVICES GROUP 3.3%
DFNL Underweight Relative to XLF
VISA INC. CLASS A -8.2%
MASTERCARD INCORPORATED CLASS A -6.1%
BERKSHIRE HATHAWAY INC-CL B -5.1%
JPMORGAN CHASE & CO -5.0%
GOLDMAN SACHS GROUP INC -2.9%
MORGAN STANLEY -2.4%
S&P GLOBAL, INC. -2.2%
CITIGROUP INC -2.2%
PROGRESSIVE CORP -2.1%
BLACKROCK INC -2.1%
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