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

5.0%

% of FNCL's 405 holdings also in DFNL

73.1%

% 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 8.1% 7.2% 7.2%
JPMORGAN CHASE & CO 8.5% 6.4% 6.4%
WELLS FARGO & CO 3.1% 5.6% 3.1%
BANK OF AMERICA CORP 4.3% 2.6% 2.6%
AMERICAN EXPRESS CO 2.0% 4.5% 2.0%

Position Highlights (Non-Overlapping Exposures)
FNCL Overweight Relative to DFNL
VISA INC. CLASS A 6.5%
MASTERCARD INCORPORATED CLASS A 5.7%
GOLDMAN SACHS GROUP INC 2.2%
JPMORGAN CHASE & CO 2.1%
S&P GLOBAL, INC. 2.1%
PROGRESSIVE CORP 1.8%
MORGAN STANLEY 1.8%
BLACKROCK INC 1.7%
CITIGROUP INC 1.7%
BANK OF AMERICA CORP 1.7%
FNCL Underweight Relative to DFNL
CAPITAL ONE FINANCIAL CORP -7.9%
MARKEL CORP -5.5%
FIFTH THIRD BANCORP -4.7%
JULIUS BAER GRUPPE AG -4.6%
BANK OF NEW YORK MELLON CORP -4.5%
DBS GROUP HOLDINGS LTD -4.4%
DANSKE BANK A/S -4.3%
CHUBB LIMITED -4.0%
PNC FINANCIAL SERVICES GROUP -3.4%
US BANCORP -3.4%
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