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   

17

Number of overlapping holdings

12.4%

% of IYF's 139 holdings also in DFNL

60.7%

% of DFNL's 28 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 9.8% 7.2% 7.2%
JPMORGAN CHASE & CO 7.4% 5.1% 5.1%
WELLS FARGO & CO 4.3% 5.5% 4.3%
BANK OF AMERICA CORP 5.4% 4.2% 4.2%
CHUBB LIMITED 2.2% 6.2% 2.2%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to DFNL
GOLDMAN SACHS GROUP INC 3.2%
S&P GLOBAL, INC. 3.0%
MORGAN STANLEY 2.8%
BLACKROCK INC 2.7%
BERKSHIRE HATHAWAY INC-CL B 2.6%
CITIGROUP INC 2.3%
JPMORGAN CHASE & CO 2.2%
MARSH & MCLENNAN COS 2.1%
PROGRESSIVE CORP 1.9%
AON PLC CLASS A 1.6%
IYF Underweight Relative to DFNL
CAPITAL ONE FINANCIAL CORP -7.0%
JULIUS BAER GRUPPE AG -5.5%
MARKEL CORP -5.0%
DBS GROUP HOLDINGS LTD -4.6%
US BANCORP -4.2%
FIFTH THIRD BANCORP -4.0%
BANK OF NEW YORK MELLON CORP -4.0%
CHUBB LIMITED -4.0%
AMERICAN EXPRESS CO -4.0%
DANSKE BANK A/S -3.3%
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