Fund Overlap

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


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19

Number of overlapping holdings

4.9%

% of FNCL's 395 holdings also in DFNL

67.9%

% of DFNL's 28 holdings also in FNCL

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

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Company Weight
in FNCL
Weight
in DFNL
Overlap
BERKSHIRE HATHAWAY INC-CL B 8.6% 7.1% 7.1%
JPMORGAN CHASE & CO 8.3% 5.1% 5.1%
BANK OF AMERICA CORP 5.5% 4.1% 4.1%
WELLS FARGO & CO 3.6% 5.4% 3.6%
AMERICAN EXPRESS CO 2.1% 4.0% 2.1%

Position Highlights (Non-Overlapping Exposures)
FNCL Overweight Relative to DFNL
JPMORGAN CHASE & CO 3.2%
GOLDMAN SACHS GROUP INC 2.7%
S&P GLOBAL, INC. 2.6%
MORGAN STANLEY 2.5%
BLACKROCK INC 2.2%
CITIGROUP INC 1.9%
MARSH & MCLENNAN COS 1.8%
PROGRESSIVE CORP 1.6%
BERKSHIRE HATHAWAY INC-CL B 1.5%
BANK OF AMERICA CORP 1.4%
FNCL Underweight Relative to DFNL
CAPITAL ONE FINANCIAL CORP -5.9%
JULIUS BAER GRUPPE AG -5.6%
MARKEL CORP -5.2%
DBS GROUP HOLDINGS LTD -4.6%
US BANCORP -4.5%
CHUBB LIMITED -4.4%
BANK OF NEW YORK MELLON CORP -4.0%
FIFTH THIRD BANCORP -4.0%
DANSKE BANK A/S -3.4%
LOEWS CORP -3.0%
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