Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
IYG
100
HOLDINGS
16%
ALSO IN DFNL
DFNL
30
HOLDINGS
52%
ALSO IN IYG
SECTOR DRIFT (IYG minus DFNL)
OVERLAPPING HOLDINGS
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| Company | Weight in IYG |
Weight in DFNL |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 13.9% | 5.5% | 5.5% |
|
JPMORGAN CHASE & CO | 12.9% | 4.5% | 4.5% |
|
WELLS FARGO & CO | 3.7% | 4.8% | 3.7% |
|
AMERICAN EXPRESS CO | 2.4% | 3.2% | 2.4% |
|
BANK OF AMERICA CORP | 5.1% | 2.3% | 2.3% |
IYG Overweight Relative to DFNL
|
VISA INC. CLASS A | 9.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 8.5% |
|
JPMORGAN CHASE & CO | 8.3% |
|
MASTERCARD INCORPORATED CLASS A | 6.9% |
|
GOLDMAN SACHS GROUP INC | 3.8% |
|
MORGAN STANLEY | 3.3% |
|
CITIGROUP INC | 3.2% |
|
BANK OF AMERICA CORP | 2.8% |
|
BLACKROCK INC | 2.3% |
|
S&P GLOBAL, INC. | 1.8% |
IYG Underweight Relative to DFNL
|
CAPITAL ONE FINANCIAL CORP | -8.7% |
|
MARKEL CORP | -5.6% |
|
US BANCORP | -5.1% |
|
FIFTH THIRD BANCORP | -5.0% |
 |
JULIUS BAER GRUPPE AG | -4.8% |
|
CHUBB LIMITED | -4.5% |
 |
DBS GROUP HOLDINGS LTD | -3.5% |
 |
RENAISSANCERE HOLDINGS LTD | -3.2% |
|
PNC FINANCIAL SERVICES GROUP | -3.1% |
|
LOEWS CORP | -3.0% |