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
12.6%
% 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
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 | 12.9% | 7.5% | 7.5% |
|
JPMORGAN CHASE & CO | 9.5% | 6.3% | 6.3% |
|
WELLS FARGO & CO | 4.3% | 5.6% | 4.3% |
|
BANK OF AMERICA CORP | 4.7% | 2.3% | 2.3% |
|
CHUBB LIMITED | 2.2% | 5.7% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to DFNL
|
BERKSHIRE HATHAWAY INC-CL B | 5.4% |
|
JPMORGAN CHASE & CO | 3.2% |
|
S&P GLOBAL, INC. | 2.8% |
|
GOLDMAN SACHS GROUP INC | 2.7% |
|
PROGRESSIVE CORP | 2.7% |
|
CITIGROUP INC | 2.4% |
|
BANK OF AMERICA CORP | 2.4% |
|
BLACKROCK INC | 2.3% |
|
MORGAN STANLEY | 2.2% |
|
MARSH & MCLENNAN COS | 2.1% |
IYF Underweight Relative to DFNL
|
CAPITAL ONE FINANCIAL CORP | -9.2% |
|
MARKEL CORP | -5.5% |
|
FIFTH THIRD BANCORP | -4.6% |
 |
JULIUS BAER GRUPPE AG | -4.6% |
 |
DANSKE BANK A/S | -4.5% |
|
AMERICAN EXPRESS CO | -4.5% |
|
BANK OF NEW YORK MELLON CORP | -4.2% |
 |
DBS GROUP HOLDINGS LTD | -3.9% |
|
CHUBB LIMITED | -3.5% |
|
US BANCORP | -3.4% |