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
12.7%
% of IYF's 138 holdings also in DFNL
63.0%
% 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 | 13.8% | 8.0% | 8.0% |
|
JPMORGAN CHASE & CO | 9.2% | 5.9% | 5.9% |
|
WELLS FARGO & CO | 3.8% | 5.2% | 3.8% |
|
BANK OF AMERICA CORP | 4.2% | 3.3% | 3.3% |
|
CHUBB LIMITED | 2.1% | 5.7% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to DFNL
|
BERKSHIRE HATHAWAY INC-CL B | 5.8% |
|
JPMORGAN CHASE & CO | 3.3% |
|
S&P GLOBAL, INC. | 3.1% |
|
GOLDMAN SACHS GROUP INC | 2.7% |
|
MORGAN STANLEY | 2.6% |
|
BLACKROCK INC | 2.5% |
|
MARSH & MCLENNAN COS | 2.4% |
|
CITIGROUP INC | 2.0% |
|
PROGRESSIVE CORP | 2.0% |
|
BLACKSTONE GROUP LP/THE | 2.0% |
IYF Underweight Relative to DFNL
|
CAPITAL ONE FINANCIAL CORP | -7.4% |
 |
JULIUS BAER GRUPPE AG | -6.2% |
|
MARKEL CORP | -6.0% |
 |
DBS GROUP HOLDINGS LTD | -4.7% |
|
FIFTH THIRD BANCORP | -4.4% |
 |
DANSKE BANK A/S | -4.1% |
|
BANK OF NEW YORK MELLON CORP | -4.0% |
|
AMERICAN EXPRESS CO | -4.0% |
|
CHUBB LIMITED | -3.5% |
|
US BANCORP | -3.3% |