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   

14

Number of overlapping holdings

13.6%

% of IYG's 105 holdings also in DFNL

50.0%

% of DFNL's 28 holdings also in IYG

Overlap by Weight
Sector Drift (IYG minus DFNL)
Overlapping Holdings

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Company Weight
in IYG
Weight
in DFNL
Overlap
JPMORGAN CHASE & CO 10.9% 5.1% 5.1%
WELLS FARGO & CO 4.9% 5.5% 4.9%
BANK OF AMERICA CORP 7.1% 4.2% 4.2%
AMERICAN EXPRESS CO 2.5% 4.0% 2.5%
SCHWAB (CHARLES) CORP 3.4% 2.0% 2.0%

Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to DFNL
VISA INC-CLASS A SHARES 9.5%
MASTERCARD INC-CLASS A 8.1%
JPMORGAN CHASE & CO 5.7%
GOLDMAN SACHS GROUP INC 3.6%
S&P GLOBAL, INC. 3.3%
MORGAN STANLEY 3.3%
BLACKROCK INC 3.0%
BANK OF AMERICA CORP 2.9%
CITIGROUP INC 2.5%
BLACKSTONE GROUP LP/THE 1.7%
IYG Underweight Relative to DFNL
BERKSHIRE HATHAWAY INC-CL B -7.2%
CHUBB LIMITED -6.2%
CAPITAL ONE FINANCIAL CORP -5.9%
JULIUS BAER GRUPPE AG -5.5%
MARKEL CORP -5.4%
DBS GROUP HOLDINGS LTD -4.6%
US BANCORP -4.0%
FIFTH THIRD BANCORP -4.0%
BANK OF NEW YORK MELLON CORP -3.9%
DANSKE BANK A/S -3.3%
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