Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
17
Number of overlapping holdings
12.7%
% of IYF's 137 holdings also in DFNL
65.4%
% of DFNL's 27 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus DFNL)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in IYF |
Weight in DFNL |
Overlap | |
---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 12.8% | 7.2% | 7.2% | |
JPMORGAN CHASE & CO | 9.9% | 6.4% | 6.4% | |
WELLS FARGO & CO | 3.8% | 5.6% | 3.8% | |
BANK OF AMERICA CORP | 4.6% | 2.6% | 2.6% | |
CHUBB LIMITED | 2.1% | 5.6% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to DFNL
BERKSHIRE HATHAWAY INC-CL B | 5.6% | |
JPMORGAN CHASE & CO | 3.5% | |
GOLDMAN SACHS GROUP INC | 3.0% | |
S&P GLOBAL, INC. | 2.9% | |
PROGRESSIVE CORP | 2.5% | |
CITIGROUP INC | 2.4% | |
BLACKROCK INC | 2.4% | |
MORGAN STANLEY | 2.3% | |
MARSH & MCLENNAN COS | 2.1% | |
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 | -3.6% | |
PNC FINANCIAL SERVICES GROUP | -3.0% |