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 36 holdings also in DFNL

35.7%

% of DFNL's 28 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 6.8% 5.5% 5.5%
JULIUS BAER GRUPPE AG 5.1% 5.5% 5.1%
BERKSHIRE HATHAWAY INC-CL B 4.7% 7.2% 4.7%
DBS GROUP HOLDINGS LTD 5.6% 4.6% 4.6%
CAPITAL ONE FINANCIAL CORP 3.7% 7.0% 3.7%

Position Highlights (Non-Overlapping Exposures)
DWLD Overweight Relative to DFNL
META PLATFORMS INC 4.7%
HOLLYSIS AUTOMATION TECHNOLO 4.5%
PING AN INSURANCE GROUP CO-H 4.4%
SAMSUNG ELECTRONICS CO LTD 4.1%
JD.COM INC-ADR 3.9%
ALPHABET INC. CLASS C 3.8%
AIA GROUP LTD 3.7%
VIATRIS, INC. 3.3%
TECK RESOURCES LTD-CLS B 3.2%
AMAZON.COM INC 2.9%
DWLD Underweight Relative to DFNL
CHUBB LIMITED -6.2%
US BANCORP -5.6%
MARKEL CORP -5.4%
JPMORGAN CHASE & CO -5.1%
BANK OF NEW YORK MELLON CORP -4.8%
FIFTH THIRD BANCORP -4.6%
PNC FINANCIAL SERVICES GROUP -4.5%
BANK OF AMERICA CORP -4.2%
AMERICAN EXPRESS CO -4.0%
LOEWS CORP -3.2%
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