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
32%
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 | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 11.0% | 7.2% | 7.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 11.8% | 7.2% | 7.2% |
|
WELLS FARGO & CO | 4.3% | 5.8% | 4.3% |
|
BANK OF AMERICA CORP | 4.8% | 2.7% | 2.7% |
|
CHUBB LIMITED | 1.7% | 4.9% | 1.7% |
IYF Overweight Relative to DFNL
|
BERKSHIRE HATHAWAY INC-CL B | 4.7% |
|
JPMORGAN CHASE & CO | 3.8% |
|
GOLDMAN SACHS GROUP INC | 3.8% |
|
MORGAN STANLEY | 3.0% |
|
CITIGROUP INC | 2.9% |
|
BLACKROCK INC | 2.8% |
|
S&P GLOBAL, INC. | 2.4% |
|
PROGRESSIVE CORP | 2.0% |
|
BANK OF AMERICA CORP | 2.0% |
|
BLACKSTONE GROUP LP/THE | 1.8% |
IYF Underweight Relative to DFNL
|
CAPITAL ONE FINANCIAL CORP | -11.6% |
|
BANK OF NEW YORK MELLON CORP | -5.6% |
 |
DBS GROUP HOLDINGS LTD | -5.5% |
|
MARKEL CORP | -5.5% |
 |
DANSKE BANK A/S | -5.0% |
 |
JULIUS BAER GRUPPE AG | -4.9% |
|
FIFTH THIRD BANCORP | -4.8% |
|
AMERICAN EXPRESS CO | -4.5% |
|
PNC FINANCIAL SERVICES GROUP | -3.7% |
|
US BANCORP | -3.5% |