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

4.7%

% of FNCL's 414 holdings also in DFNL

70.4%

% of DFNL's 27 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 8.5% 8.0% 8.0%
JPMORGAN CHASE & CO 7.8% 5.9% 5.9%
BANK OF AMERICA CORP 3.7% 3.3% 3.3%
WELLS FARGO & CO 2.8% 5.2% 2.8%
AMERICAN EXPRESS CO 1.8% 4.0% 1.8%

Position Highlights (Non-Overlapping Exposures)
FNCL Overweight Relative to DFNL
VISA INC. CLASS A 7.0%
MASTERCARD INCORPORATED CLASS A 6.3%
S&P GLOBAL, INC. 2.3%
GOLDMAN SACHS GROUP INC 2.0%
MORGAN STANLEY 2.0%
JPMORGAN CHASE & CO 1.9%
BLACKROCK INC 1.9%
MARSH & MCLENNAN COS 1.7%
CITIGROUP INC 1.5%
PROGRESSIVE CORP 1.4%
FNCL Underweight Relative to DFNL
CAPITAL ONE FINANCIAL CORP -6.7%
JULIUS BAER GRUPPE AG -6.2%
MARKEL CORP -6.1%
DBS GROUP HOLDINGS LTD -4.7%
FIFTH THIRD BANCORP -4.5%
BANK OF NEW YORK MELLON CORP -4.3%
CHUBB LIMITED -4.1%
DANSKE BANK A/S -4.1%
US BANCORP -3.6%
LOEWS CORP -3.2%
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