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
14.1%
% of IYG's 102 holdings also in DFNL
51.9%
% of DFNL's 27 holdings also in IYG
Overlap by Weight
Sector Drift (IYG 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 IYG |
Weight in DFNL |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 12.3% | 5.9% | 5.9% |
|
WELLS FARGO & CO | 4.6% | 5.2% | 4.6% |
|
BANK OF AMERICA CORP | 5.7% | 3.3% | 3.3% |
|
AMERICAN EXPRESS CO | 2.8% | 4.0% | 2.8% |
|
PNC FINANCIAL SERVICES GROUP | 1.4% | 3.5% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to DFNL
|
VISA INC. CLASS A | 11.0% |
|
MASTERCARD INCORPORATED CLASS A | 9.8% |
|
JPMORGAN CHASE & CO | 6.4% |
|
S&P GLOBAL, INC. | 3.6% |
|
MORGAN STANLEY | 3.3% |
|
GOLDMAN SACHS GROUP INC | 3.2% |
|
BLACKROCK INC | 3.0% |
|
CITIGROUP INC | 2.4% |
|
BANK OF AMERICA CORP | 2.3% |
|
BLACKSTONE GROUP LP/THE | 2.3% |
IYG Underweight Relative to DFNL
|
BERKSHIRE HATHAWAY INC-CL B | -8.0% |
|
MARKEL CORP | -6.5% |
|
CAPITAL ONE FINANCIAL CORP | -6.3% |
 |
JULIUS BAER GRUPPE AG | -6.2% |
|
CHUBB LIMITED | -5.7% |
 |
DBS GROUP HOLDINGS LTD | -4.7% |
|
FIFTH THIRD BANCORP | -4.3% |
 |
DANSKE BANK A/S | -4.1% |
|
BANK OF NEW YORK MELLON CORP | -4.0% |
|
LOEWS CORP | -3.5% |