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
31%

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
BERKSHIRE HATHAWAY INC-CL B 13.7% 7.1% 7.1%
JPMORGAN CHASE & CO 12.2% 5.9% 5.9%
WELLS FARGO & CO 4.0% 5.2% 4.0%
AMERICAN EXPRESS CO 2.7% 3.8% 2.7%
BANK OF AMERICA CORP 4.7% 2.3% 2.3%
IYG Overweight Relative to DFNL
VISA INC. CLASS A 9.2%
MASTERCARD INCORPORATED CLASS A 6.9%
BERKSHIRE HATHAWAY INC-CL B 6.6%
JPMORGAN CHASE & CO 6.3%
GOLDMAN SACHS GROUP INC 3.3%
MORGAN STANLEY 2.7%
S&P GLOBAL, INC. 2.5%
BANK OF AMERICA CORP 2.5%
CITIGROUP INC 2.4%
BLACKROCK INC 2.3%
IYG Underweight Relative to DFNL
CAPITAL ONE FINANCIAL CORP -7.0%
MARKEL CORP -5.8%
CHUBB LIMITED -5.1%
DBS GROUP HOLDINGS LTD -4.8%
JULIUS BAER GRUPPE AG -4.8%
BANK OF NEW YORK MELLON CORP -4.6%
DANSKE BANK A/S -4.3%
FIFTH THIRD BANCORP -4.2%
US BANCORP -3.3%
PNC FINANCIAL SERVICES GROUP -3.1%
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