Fund Overlap

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


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17

Number of overlapping holdings

12.6%

% of IYF's 138 holdings also in DFNL

65.4%

% of DFNL's 27 holdings also in IYF

Overlap by Weight
Sector Drift (IYF minus DFNL)
Overlapping Holdings

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Company Weight
in IYF
Weight
in DFNL
Overlap
BERKSHIRE HATHAWAY INC-CL B 12.7% 7.2% 7.2%
JPMORGAN CHASE & CO 9.8% 6.4% 6.4%
WELLS FARGO & CO 3.9% 5.6% 3.9%
BANK OF AMERICA CORP 4.6% 2.6% 2.6%
CHUBB LIMITED 2.2% 5.6% 2.2%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to DFNL
BERKSHIRE HATHAWAY INC-CL B 5.5%
JPMORGAN CHASE & CO 3.4%
GOLDMAN SACHS GROUP INC 2.9%
S&P GLOBAL, INC. 2.9%
PROGRESSIVE CORP 2.5%
BLACKROCK INC 2.4%
CITIGROUP INC 2.4%
MORGAN STANLEY 2.3%
MARSH & MCLENNAN COS 2.2%
BANK OF AMERICA CORP 2.0%
IYF Underweight Relative to DFNL
CAPITAL ONE FINANCIAL CORP -8.7%
MARKEL CORP -5.4%
JULIUS BAER GRUPPE AG -4.6%
FIFTH THIRD BANCORP -4.5%
AMERICAN EXPRESS CO -4.5%
DBS GROUP HOLDINGS LTD -4.4%
DANSKE BANK A/S -4.3%
BANK OF NEW YORK MELLON CORP -4.2%
CHUBB LIMITED -3.4%
PNC FINANCIAL SERVICES GROUP -3.1%
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