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
OVERLAP
30%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
IYF
141
HOLDINGS
13%
ALSO IN DFNL
DFNL
29
HOLDINGS
64%
ALSO IN IYF
SECTOR DRIFT (IYF minus DFNL)
OVERLAPPING HOLDINGS
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| Company | Weight in IYF |
Weight in DFNL |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 11.3% | 7.1% | 7.1% |
|
JPMORGAN CHASE & CO | 10.4% | 5.9% | 5.9% |
|
WELLS FARGO & CO | 4.2% | 5.2% | 4.2% |
|
BANK OF AMERICA CORP | 4.5% | 2.3% | 2.3% |
|
CHUBB LIMITED | 1.7% | 5.1% | 1.7% |
IYF Overweight Relative to DFNL
|
JPMORGAN CHASE & CO | 4.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 4.2% |
|
GOLDMAN SACHS GROUP INC | 3.5% |
|
BLACKROCK INC | 2.7% |
|
MORGAN STANLEY | 2.7% |
|
S&P GLOBAL, INC. | 2.6% |
|
CITIGROUP INC | 2.6% |
|
PROGRESSIVE CORP | 2.3% |
|
BANK OF AMERICA CORP | 2.2% |
|
BLACKSTONE GROUP LP/THE | 1.9% |
IYF Underweight Relative to DFNL
|
CAPITAL ONE FINANCIAL CORP | -9.1% |
|
MARKEL CORP | -5.4% |
 |
DBS GROUP HOLDINGS LTD | -4.8% |
 |
JULIUS BAER GRUPPE AG | -4.8% |
|
BANK OF NEW YORK MELLON CORP | -4.5% |
 |
DANSKE BANK A/S | -4.3% |
|
FIFTH THIRD BANCORP | -4.2% |
|
AMERICAN EXPRESS CO | -3.8% |
|
CHUBB LIMITED | -3.4% |
|
US BANCORP | -3.1% |