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   

7

Number of overlapping holdings

18.9%

% of DWLD's 40 holdings also in DFNL

25.0%

% of DFNL's 29 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
JULIUS BAER GRUPPE AG 4.6% 4.8% 4.6%
CAPITAL ONE FINANCIAL CORP 4.5% 9.1% 4.5%
MARKEL CORP 4.3% 5.8% 4.3%
DANSKE BANK A/S 4.3% 4.3% 4.3%
BERKSHIRE HATHAWAY INC-CL B 3.5% 7.1% 3.5%

Position Highlights (Non-Overlapping Exposures)
DWLD Overweight Relative to DFNL
META PLATFORMS INC 6.7%
MEITUAN DIANPING 6.3%
TRIP.COM GROUP LTD. SPONSORED ADR 5.2%
PING AN INSURANCE GROUP CO-H 4.9%
PROSUS N.V. CLASS N 3.9%
MGM MIRAGE 3.7%
SAMSUNG ELECTRONICS CO LTD 3.3%
TOURMALINE OIL CORP 3.1%
CVS CAREMARK CORP 3.0%
SOLVENTUM CORP 2.9%
DWLD Underweight Relative to DFNL
JPMORGAN CHASE & CO -5.9%
BANK OF NEW YORK MELLON CORP -5.6%
WELLS FARGO & CO -5.2%
CHUBB LIMITED -5.1%
DBS GROUP HOLDINGS LTD -4.8%
FIFTH THIRD BANCORP -4.7%
CAPITAL ONE FINANCIAL CORP -4.6%
US BANCORP -4.3%
PNC FINANCIAL SERVICES GROUP -4.3%
AMERICAN EXPRESS CO -3.8%
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