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
29%

OVERLAP
BY WEIGHT
18

# OF OVERLAPPING
HOLDINGS
IYF
143
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 10.5% 5.9% 5.9%
WELLS FARGO & CO 3.9% 5.2% 3.9%
BANK OF AMERICA CORP 4.6% 2.3% 2.3%
CHUBB LIMITED 1.6% 5.1% 1.6%
IYF Overweight Relative to DFNL
JPMORGAN CHASE & CO 4.5%
BERKSHIRE HATHAWAY INC-CL B 4.2%
GOLDMAN SACHS GROUP INC 3.6%
CITIGROUP INC 2.8%
BLACKROCK INC 2.8%
S&P GLOBAL, INC. 2.7%
MORGAN STANLEY 2.7%
PROGRESSIVE CORP 2.3%
BANK OF AMERICA CORP 2.3%
BLACKSTONE GROUP LP/THE 2.0%
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 -3.2%
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