Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

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
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 | 12.4% | 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% |