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   

10

Number of overlapping holdings

28.6%

% of DWLD's 35 holdings also in DFNL

37.0%

% of DFNL's 27 holdings also in DWLD

Overlap by Weight
Sector Drift (DWLD minus DFNL)
Overlapping Holdings

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Company Weight
in DWLD
Weight
in DFNL
Overlap
WELLS FARGO & CO 5.0% 5.3% 5.0%
JULIUS BAER GRUPPE AG 4.8% 6.2% 4.8%
CAPITAL ONE FINANCIAL CORP 4.8% 8.3% 4.8%
BERKSHIRE HATHAWAY INC-CL B 4.3% 7.6% 4.3%
DBS GROUP HOLDINGS LTD 4.3% 4.5% 4.3%

Position Highlights (Non-Overlapping Exposures)
DWLD Overweight Relative to DFNL
META PLATFORMS INC 9.8%
AMAZON.COM INC 5.8%
SAMSUNG ELECTRONICS CO LTD 4.4%
PING AN INSURANCE GROUP CO-H 4.1%
HOLLYSIS AUTOMATION TECHNOLO 3.9%
TECK RESOURCES LTD-CLS B 3.6%
JD.COM INC-ADR 2.8%
MEITUAN DIANPING 2.7%
AIA GROUP LTD 2.7%
ALPHABET INC. CLASS C 2.6%
DWLD Underweight Relative to DFNL
MARKEL CORP -6.2%
JPMORGAN CHASE & CO -5.8%
CHUBB LIMITED -5.5%
BANK OF NEW YORK MELLON CORP -4.9%
FIFTH THIRD BANCORP -4.4%
US BANCORP -4.4%
AMERICAN EXPRESS CO -4.4%
PNC FINANCIAL SERVICES GROUP -3.6%
BANK OF AMERICA CORP -3.5%
CAPITAL ONE FINANCIAL CORP -3.5%
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