Fund Overlap

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


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72

Number of overlapping holdings

18.8%

% of FNCL's 408 holdings also in XLF

98.6%

% of XLF's 73 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
JPMORGAN CHASE & CO 8.6% 10.4% 8.6%
BERKSHIRE HATHAWAY INC-CL B 7.5% 11.9% 7.5%
VISA INC. CLASS A 6.6% 8.2% 6.6%
MASTERCARD INCORPORATED CLASS A 5.5% 6.3% 5.5%
BANK OF AMERICA CORP 3.9% 4.3% 3.9%

Position Highlights (Non-Overlapping Exposures)
FNCL Overweight Relative to XLF
COINBASE GLOBAL, INC. CLASS A 0.6%
BLOCK INC. 0.6%
ARES MANAGEMENT LP 0.4%
LPL FINANCIAL HOLDINGS INC 0.3%
MARKEL CORP 0.3%
ROBINHOOD MARKETS, INC. CLASS A 0.3%
INTERACTIVE BROKERS GRO-CL A 0.2%
AFFIRM HOLDINGS, INC. CLASS A 0.2%
TRADEWEB MARKETS, INC. CLASS A 0.2%
SOFI TECHNOLOGIES INC 0.2%
FNCL Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B -4.3%
JPMORGAN CHASE & CO -1.8%
VISA INC. CLASS A -1.5%
MASTERCARD INCORPORATED CLASS A -0.8%
WELLS FARGO & CO -0.6%
GOLDMAN SACHS GROUP INC -0.5%
WILLIS TOWERS WATSON PUBLIC LIMITED -0.5%
MORGAN STANLEY -0.5%
CITIGROUP INC -0.4%
BANK OF AMERICA CORP -0.4%
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