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
28%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
IYF
142
HOLDINGS
13%
ALSO IN DFNL
DFNL
31
HOLDINGS
62%
ALSO IN IYF
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 | 11.6% | 5.4% | 5.4% |
|
JPMORGAN CHASE & CO | 11.4% | 4.3% | 4.3% |
|
WELLS FARGO & CO | 3.9% | 4.8% | 3.9% |
|
BANK OF AMERICA CORP | 4.7% | 2.4% | 2.4% |
|
CHUBB LIMITED | 1.8% | 4.4% | 1.8% |
IYF Overweight Relative to DFNL
|
JPMORGAN CHASE & CO | 7.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 6.2% |
|
GOLDMAN SACHS GROUP INC | 4.3% |
|
CITIGROUP INC | 3.9% |
|
MORGAN STANLEY | 3.9% |
|
BLACKROCK INC | 2.5% |
|
BANK OF AMERICA CORP | 2.3% |
|
S&P GLOBAL, INC. | 1.9% |
|
PROGRESSIVE CORP | 1.9% |
|
BLACKSTONE GROUP LP/THE | 1.4% |
IYF Underweight Relative to DFNL
|
CAPITAL ONE FINANCIAL CORP | -10.4% |
|
MARKEL CORP | -5.4% |
|
FIFTH THIRD BANCORP | -5.0% |
|
US BANCORP | -4.6% |
 |
JULIUS BAER GRUPPE AG | -4.2% |
|
AMERICAN EXPRESS CO | -3.6% |
|
PNC FINANCIAL SERVICES GROUP | -3.4% |
 |
EXOR N.V. | -3.3% |
 |
DBS GROUP HOLDINGS LTD | -2.9% |
|
LOEWS CORP | -2.8% |