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
33%

OVERLAP
BY WEIGHT
15

# OF OVERLAPPING
HOLDINGS
IYG
101
HOLDINGS
15%
ALSO IN DFNL
DFNL
29
HOLDINGS
54%
ALSO IN IYG
SECTOR DRIFT (IYG minus DFNL)
OVERLAPPING HOLDINGS

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Company Weight
in IYG
Weight
in DFNL
Overlap
JPMORGAN CHASE & CO 12.4% 7.2% 7.2%
BERKSHIRE HATHAWAY INC-CL B 13.2% 7.2% 7.2%
WELLS FARGO & CO 3.9% 5.8% 3.9%
BANK OF AMERICA CORP 4.8% 2.7% 2.7%
AMERICAN EXPRESS CO 2.6% 4.5% 2.6%
IYG Overweight Relative to DFNL
VISA INC. CLASS A 8.5%
MASTERCARD INCORPORATED CLASS A 6.9%
BERKSHIRE HATHAWAY INC-CL B 6.0%
JPMORGAN CHASE & CO 5.2%
GOLDMAN SACHS GROUP INC 3.5%
MORGAN STANLEY 2.8%
CITIGROUP INC 2.7%
S&P GLOBAL, INC. 2.5%
BLACKROCK INC 2.4%
BANK OF AMERICA CORP 2.1%
IYG Underweight Relative to DFNL
CAPITAL ONE FINANCIAL CORP -9.6%
MARKEL CORP -5.9%
BANK OF NEW YORK MELLON CORP -5.7%
DBS GROUP HOLDINGS LTD -5.5%
DANSKE BANK A/S -5.0%
CHUBB LIMITED -4.9%
JULIUS BAER GRUPPE AG -4.9%
FIFTH THIRD BANCORP -4.8%
PNC FINANCIAL SERVICES GROUP -3.7%
US BANCORP -3.6%
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