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
20
# OF OVERLAPPING
HOLDINGS
VFH
420
HOLDINGS
5%
ALSO IN DFNL
DFNL
29
HOLDINGS
71%
ALSO IN VFH
SECTOR DRIFT (VFH 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 VFH |
Weight in DFNL |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 7.8% | 7.1% | 7.1% |
|
JPMORGAN CHASE & CO | 9.6% | 5.9% | 5.9% |
|
WELLS FARGO & CO | 3.1% | 5.2% | 3.1% |
|
BANK OF AMERICA CORP | 4.1% | 2.3% | 2.3% |
|
AMERICAN EXPRESS CO | 2.1% | 3.8% | 2.1% |
VFH Overweight Relative to DFNL
|
MASTERCARD INCORPORATED CLASS A | 5.4% |
|
VISA INC. CLASS A | 4.4% |
|
JPMORGAN CHASE & CO | 3.7% |
|
GOLDMAN SACHS GROUP INC | 2.6% |
|
MORGAN STANLEY | 2.0% |
|
S&P GLOBAL, INC. | 1.9% |
|
CITIGROUP INC | 1.9% |
|
PROGRESSIVE CORP | 1.9% |
|
BLACKROCK INC | 1.9% |
|
BANK OF AMERICA CORP | 1.8% |
VFH Underweight Relative to DFNL
|
CAPITAL ONE FINANCIAL CORP | -7.5% |
|
MARKEL CORP | -5.5% |
|
BANK OF NEW YORK MELLON CORP | -4.8% |
 |
DBS GROUP HOLDINGS LTD | -4.8% |
 |
JULIUS BAER GRUPPE AG | -4.8% |
|
FIFTH THIRD BANCORP | -4.3% |
 |
DANSKE BANK A/S | -4.3% |
|
CHUBB LIMITED | -3.8% |
|
US BANCORP | -3.5% |
|
PNC FINANCIAL SERVICES GROUP | -3.4% |