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
30%

OVERLAP
BY WEIGHT
18

# OF OVERLAPPING
HOLDINGS
IYF
141
HOLDINGS
13%
ALSO IN DFNL
DFNL
29
HOLDINGS
64%
ALSO IN IYF
SECTOR DRIFT (IYF minus DFNL)
OVERLAPPING HOLDINGS

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Company Weight
in IYF
Weight
in DFNL
Overlap
BERKSHIRE HATHAWAY INC-CL B 11.3% 7.1% 7.1%
JPMORGAN CHASE & CO 10.4% 5.9% 5.9%
WELLS FARGO & CO 4.2% 5.2% 4.2%
BANK OF AMERICA CORP 4.5% 2.3% 2.3%
CHUBB LIMITED 1.7% 5.1% 1.7%
IYF Overweight Relative to DFNL
JPMORGAN CHASE & CO 4.5%
BERKSHIRE HATHAWAY INC-CL B 4.2%
GOLDMAN SACHS GROUP INC 3.5%
BLACKROCK INC 2.7%
MORGAN STANLEY 2.7%
S&P GLOBAL, INC. 2.6%
CITIGROUP INC 2.6%
PROGRESSIVE CORP 2.3%
BANK OF AMERICA CORP 2.2%
BLACKSTONE GROUP LP/THE 1.9%
IYF Underweight Relative to DFNL
CAPITAL ONE FINANCIAL CORP -9.1%
MARKEL CORP -5.4%
DBS GROUP HOLDINGS LTD -4.8%
JULIUS BAER GRUPPE AG -4.8%
BANK OF NEW YORK MELLON CORP -4.5%
DANSKE BANK A/S -4.3%
FIFTH THIRD BANCORP -4.2%
AMERICAN EXPRESS CO -3.8%
CHUBB LIMITED -3.4%
US BANCORP -3.1%
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