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
30%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
IYG
99
HOLDINGS
16%
ALSO IN DFNL
DFNL
31
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 | 13.4% | 5.7% | 5.7% |
|
JPMORGAN CHASE & CO | 12.7% | 4.9% | 4.9% |
|
WELLS FARGO & CO | 4.0% | 4.8% | 4.0% |
|
AMERICAN EXPRESS CO | 2.6% | 4.1% | 2.6% |
|
BANK OF AMERICA CORP | 5.3% | 2.4% | 2.4% |
IYG Overweight Relative to DFNL
|
JPMORGAN CHASE & CO | 7.9% |
|
VISA INC. CLASS A | 7.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 7.7% |
|
MASTERCARD INCORPORATED CLASS A | 6.2% |
|
GOLDMAN SACHS GROUP INC | 4.2% |
|
CITIGROUP INC | 3.3% |
|
MORGAN STANLEY | 3.3% |
|
BANK OF AMERICA CORP | 2.9% |
|
BLACKROCK INC | 2.2% |
|
S&P GLOBAL, INC. | 1.9% |
IYG Underweight Relative to DFNL
|
CAPITAL ONE FINANCIAL CORP | -8.3% |
|
MARKEL CORP | -5.2% |
 |
DANSKE BANK A/S | -4.7% |
|
CHUBB LIMITED | -4.4% |
 |
JULIUS BAER GRUPPE AG | -4.2% |
|
FIFTH THIRD BANCORP | -4.2% |
|
US BANCORP | -4.0% |
|
PNC FINANCIAL SERVICES GROUP | -3.1% |
|
LOEWS CORP | -3.1% |
 |
RENAISSANCERE HOLDINGS LTD | -2.9% |