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
67
Number of overlapping holdings
17.3%
% of FNCL's 395 holdings also in XLF
100.0%
% of XLF's 67 holdings also in FNCL
Overlap by Weight
Sector Drift (FNCL minus XLF)
Overlapping Holdings
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| Company | Weight in FNCL |
Weight in XLF |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 8.6% | 14.4% | 8.6% |
|
JPMORGAN CHASE & CO | 8.3% | 10.0% | 8.3% |
|
BANK OF AMERICA CORP | 5.5% | 6.4% | 5.5% |
|
WELLS FARGO & CO | 3.6% | 4.4% | 3.6% |
|
GOLDMAN SACHS GROUP INC | 2.7% | 3.3% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
FNCL Overweight Relative to XLF
|
BLACKSTONE GROUP LP/THE | 1.2% |
|
KKR & CO LP | 0.6% |
|
APOLLO GLOBAL MANAGEMENT INC. | 0.6% |
|
LPL FINANCIAL HOLDINGS INC | 0.4% |
|
MARKEL CORP | 0.4% |
|
FIRST HORIZON NATIONAL CORP | 0.3% |
|
AXA EQUITABLE HOLDINGS, INC. | 0.3% |
|
ARES MANAGEMENT LP | 0.2% |
|
AMERICAN FINANCIAL GROUP INC | 0.2% |
|
ANNALY CAPITAL MANAGEMENT IN | 0.2% |
FNCL Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -5.8% |
|
JPMORGAN CHASE & CO | -1.7% |
|
BANK OF AMERICA CORP | -0.9% |
|
WELLS FARGO & CO | -0.8% |
|
SCHWAB (CHARLES) CORP | -0.7% |
|
MORGAN STANLEY | -0.6% |
|
GOLDMAN SACHS GROUP INC | -0.6% |
|
S&P GLOBAL, INC. | -0.5% |
|
BLACKROCK INC | -0.5% |
|
CITIGROUP INC | -0.4% |